在英伟达(Nvidia，NVDA)举办的量子计算主题活动令投资者大失所望后，量子计算板块连续两日遭遇抛售潮。这场名为"量子日"的盛会缺乏重磅消息，导致这一高增长但波动剧烈的板块持续承压。
量子计算龙头股 D-Wave Quantum Inc.(QBTS)周四暴跌18%，周五盘前续跌2%； Rigetti Computing (RGTI)继前日下挫9%后，周五盘前再跌超2%； IONQ Inc. (IONQ)在下跌9%后盘前跌幅收窄至1%。行业风向标企业 Quantum Computing Inc. (QUBT)最新财报更是雪上加霜：其第四季度总营收从去年同期的7.5万美元缩水至6.2万美元，而运营开支却从660万美元激增至890万美元。这份惨淡的业绩提醒市场，量子计算技术距离复制当下AI热潮仍有漫漫长路。该股周四重挫12%后，周五盘前再跌9%。
尽管英伟达CEO黄仁勋对年初言论致歉，仍难阻板块颓势。今年1月他曾预言量子计算商业化还需15至30年，引发板块集体跳水。"现在我认为行业进展令人惊叹，"黄仁勋在活动上表示，"如果说必须通过犯错才能证明量子计算的颠覆性……那这个目标已经达成。"活动前夕，这家AI芯片巨头宣布投资波士顿量子计算中心以加速技术研发。
然而，即便有英伟达加持，量子计算股仍难逃估值回调压力。市场正在重新审视这个充满想象空间却尚未兑现商业承诺的前沿领域。
文章源自Barron's《Nvidia’s Quantum Computing Event Was a Dud. Why D-Wave Stock and Others Are Falling.》
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