美银:量子计算主题投资报告:算力革命堪比火种发现 2030年或实现量子优势-250716(英文版)(54页).pdf

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美银:量子计算主题投资报告:算力革命堪比火种发现 2030年或实现量子优势-250716(英文版)(54页).pdf

1、 Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.Employed by a non-U

2、S affiliate of BofAS and is not registered/qualified as a research analyst under the FINRA rules.Refer to Other Important Disclosures for information on certain BofA Securities entities that take responsibility for the information herein in particular jurisdictions.BofA Securities does and seeks to

3、do business with issuers covered in its research reports.As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.Investors should consider this report as only a single factor in making their investment decision.Refer to imp

4、ortant disclosures on page 52 to 54.12851313 Thematic Investing Nothing compares to Q Quantum Computing Primer Thematic Investing A“ChatGPT Moment”?More like the next“Fire Moment”A human would have to perform one sum every second for c.50 quintillion years to equal what a quantum computer(QC)can do

5、in a single second.This could be the biggest revolution for humanity since discovering fire.A technology that can perform endless complex calculations in zero-time,warp-speeding human knowledge and development.All is about to change;warp-speeding human knowledge Theoretically,there is no calculation

6、 a quantum computer cannot do.The path to widespread adoption is now being driven by:(1)tech advancements;(2)large economic opportunity;(3)the quantum x generative AI combo;(4)changes in all encryption and cyber defences;and(5)vast government interests driving investment.Timeline:Getting closer to q

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