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智通财经2026/07/16 20:16Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Quantum Computing Reaches Historic Turning Point: Moving Beyond "Physical Experiments," Supply Chain and Manufacturing Become Key to Success
After attending the Quantum World Congress, Jefferies issued a major evaluation: the industry's core challenge has shifted from "creating good qubits" to "building truly usable computers." The source of competitive advantage has fully moved from physics innovation to system engineering and manufacturing barriers. The U.S. government has elevated its role from a funding provider to a rule-maker, with federal funding now linked to performance and the NQI Act about to be implemented. Whoever first achieves repeatable manufacturing and supply chain resilience will earn the ticket to compete in commercializing this technology.
Are semiconductor equipment stocks facing a "valuation slowdown"? Morgan Stanley raises Applied Materials (AMAT.US) earnings forecast but cuts target price
Morgan Stanley has lowered its target price for Applied Materials, one of the world's largest semiconductor equipment manufacturers, from the previous $642 to $563.
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