
AI熱潮持續,量子運算被視為下一波革命。外媒《Motley Fool》指出,輝達雖不製造量子處理器,但透過NVQLink與CUDA-Q軟體生態系卡位「混合運算」市場,成為同時掌握AI與量子運算兩大成長趨勢的投資標的。
AI-generated summary
輝達目前專注於傳統加速運算,並未計畫開發自家量子處理器。公司策略是透過軟硬體整合,將量子電腦接入其GPU驅動的運算網路。
AI熱潮持續延燒,量子運算也被視為下一波科技革命,若想一次押注兩大趨勢,哪檔股票最值得關注?外媒點名輝達,這家AI晶片霸主不僅吃下全球AI基礎建設商機,也已提前卡位量子運算,可能成為同時掌握兩大成長題材的投資標的。
美國投資網站《Motley Fool》報導,輝達並沒有打算自己製造量子處理器。輝達曾向投資人表示,目前沒有開發自家量子運算單元的計畫,而是把資源集中在傳統加速運算。
輝達押注的是,未來真正實用的量子運算將採取「混合運算」模式,量子電腦只負責最擅長的特殊運算,其餘工作仍由傳統伺服器及GPU處理。因此,輝達選擇讓其他業者投入巨資開發量子處理器,自己則搶占連接量子電腦與既有運算系統的關鍵位置。
其中一張王牌就是NVQLink,可讓不同類型量子電腦接入由輝達GPU驅動的加速運算網路;軟體方面,輝達也把稱霸AI市場的重要生態系CUDA延伸至量子領域,推出CUDA-Q。
此外,輝達的Ising模型可加速量子處理器校準。根據公司資料,其量子錯誤修正解碼速度最高較傳統方法快2.5倍,準確度則提高3倍。這些布局讓輝達即使不製造量子晶片,也有機會成為量子運算業者的重要合作夥伴。
不過,現階段真正替輝達帶來龐大營收的仍是AI,報導說,AI資料中心支出持續大增,輝達管理層預估下一個會計年度營收將成長70%;以報導當時數據計算,預估本益比約24.4倍。
報導認為,投資輝達等於押注目前快速擴張的AI基礎建設,同時取得未來量子運算發展的潛在上行空間。若量子運算最終如業界預期走向商業化,輝達即使不親自打造量子處理器,也可能靠GPU、NVQLink及CUDA-Q生態系分食商機。

A report from Australia's Lowy Institute pointed out that China launched a tourism boycott against Japan due to political factors, but Japan has successfully offset the impact of a sharp decline in Chinese tourists by turning to high-consumption long-distance markets such as Europe and the United States, indicating that Japan's tourism industry has significantly reduced its dependence on the Chinese market.

According to statistics from Housing Exhibition Magazine, the number of new projects launched in Northern Taiwan in the first three quarters of this year was approximately 766.7 billion yuan, a year-on-year decrease of 17.6%. Affected by the stock market attracting funds, difficulty in getting loans, and high housing prices, buying sentiment has been weak, and builders have become more conservative in their proposals. Only the Hsinchu area has rebounded strongly, while most other areas have experienced recession.

On the 24th, the Trade Department of the Ministry of Economic Affairs invited steel industry players to discuss the dispute over the quota of coated steel products exported to Europe, and decided that traders who had originally received 27,000 tons of free quotas would return all of them, and the free quotas would be reduced to 10%. Half of the remaining quotas will be allocated based on performance, and half will be retained as free quotas.
In August 2026, the electricity consumption of China's entire society exceeded the trillion-kwh mark, setting a record high. Although residential electricity consumption has declined due to the weather, electricity consumption in the secondary and tertiary industries has continued to grow, especially in high-tech and equipment manufacturing, new energy vehicles and digital economy-related electricity consumption, which has demonstrated the economic vitality brought by new productivity.
The 2026 National Day Cultural and Tourism Consumption Month home event was launched in Mile City, Honghe Prefecture, Yunnan. Over 20,000 cultural tourism activities and over 310 million yuan in consumer vouchers were launched in various places, and bookings for flights and wine increased significantly during the Double Festival, demonstrating the strong potential and economic resilience of China's cultural tourism market.

According to statistics from the Guangdong Branch of the General Administration of Customs, Guangdong's foreign trade import and export grew strongly in the first eight months of this year, and the export of high value-added products such as digital cameras grew significantly. Relying on the Pearl River Delta's complete electronic information industry cluster and original innovation capabilities in software and hardware integration, "New Guangzhou Goods" is accelerating its expansion into overseas markets.