似乎被大家忽视的量子股票：INFQ (Infleqtion)

投资者摘要看多

INFQ 是一家极具前景的早期量子计算公司，拥有真实的国防合同、充裕现金和英伟达合作，尽管估值较高。

看多要点

真实的国防和NASA合同提供了实际收入和技术验证。
SPAC后资产负债表强劲，拥有5.69亿美元现金且零债务。
与英伟达建立了战略性的量子-GPU合作伙伴关系。

看空要点

估值极高，市销率超过100倍。
相对于目前较小的收入，每季度烧钱高达1900万美元。

INFQ NVDAAI 资本开支

帖子正文

高质量模型翻译结果

INFQ（Infleqtion）是少数几家拥有真实国防合同支撑的量子概念股。为什么它会出现在我的关注列表里？这是一家中性原子量子计算与传感公司，吸引人的地方在于其合作项目都实实在在。他们已与萨夫兰（Safran）达成合作，将自家的Tiqker量子光学钟集成到萨夫兰的SecureSync定时系统中，在无GPS环境下实现皮秒级精度，并通过萨夫兰的国防渠道销售。此外，还参与了NASA喷气推进实验室（JPL）的量子重力梯度仪任务（获得2000万美元合同），与英伟达（NVIDIA）达成NVQLink量子-GPU合作，2026年营收指引上调至至少4000万美元，今年目标实现30个逻辑量子比特，且在SPAC后账上现金高达5.69亿美元，零债务。反面来看：上季度营收仍只有950万美元，同比增长14%，但市值已达38亿美元，市销率超过100倍，每季度烧钱1900万美元，尽管净亏损看起来吓人，但主要是一次性SPAC成本所致（非GAAP亏损为990万美元）。量子领域尚处早期，但INFQ已展现出诸多积极的早期进展。现在价格便宜，正是入手良机。

讨论 · 高赞评论15 条精选

u/walt128 20· 1 天前

Have you looked at their financials? Their current ratio is awful

u/almgergo 19· 1 天前

What are financials and why do they matter?

u/walt128 10· 1 天前

They’re a bunch of random numbers on SEC filings, they don’t matter haha

u/fuzz11 4· 1 天前

Not sure what you’re looking at but their current ratio is really good. They have like $500M of cash compared to like $20M of cash-related liabilities.

Their income statement on the other hand is a nightmare.

u/StrategyUnlikely398 2· 1 天前

Smartest comment ever seen on this sub

u/Forsaken_Meat_9996 2· 1 天前

I have definitely a fair point to raise. But it is worth noting though: they’re sitting on $569M cash with zero debt post-SPAC, so near-term liquidity isn’t really the risk here. The current ratio looks ugly partly because of how the SPAC proceeds and one-time merger costs hit the books. The real watch item IMO is the $19M/quarter burn against small revenue, that’s the number I’m tracking, not solvency.

u/hallucehistory 18· 1 天前

Great DD OP. If the last 5 years have taught us anything it’s that SPACs with a multi-billion market cap on <$10M revenues are a sure path to riches.

u/Legendary-Lemon 10· 1 天前

Under the radar because Quantum is not usable for the next 20 years

u/ulam17 2· 1 天前

Don't confuse quantum computing with other quantum technologies. INFQ has several products, in addition to quantum computing products, unlike the other pure QC plays

u/ChipWong82 5· 1 天前

How heavy are your 🛍️s?

u/Ben_Heron 5· 1 天前

durr, just invest in quantinuum. IONQ, RGTI, QBTS all suck. Honeywell and Google are good but don't have sole quantum exposure, so that leaves QNT.

u/icameisawiconker 3· 1 天前

QNT is backed by Honeywell.

u/yellowbananas0123 3· 1 天前

Quantum computing, cold fusion, and bitcoin adoption make up the triple headed penis of things that will never happen.

u/Tyler5340 2· 1 天前

Someone seems to have bought 1100 July17 $100 calls for QNT a couple hours options were put up. EST.\~300K worth. It’s all concentrated into 3 minutes as well, while no other options or anywhere near that minute or concentrated like that 👀👀

u/Both-Major-3991 2· 1 天前

I am awaiting the Great Rotation from AI sector into the quantum sector.

It feels too early at this stage.

在 Reddit 查看原帖与全部评论 ↗