BenzingaDoubao · 实盘不做把握 7/10不做原因:无增量信息
北京时间·🕒 发布 00:26:42·⟳ 抓取 00:28:38 +1m56s·⚡ 决策 10-14 00:29:49 +1m11s·13.8 天前
D-Wave与SkyWater续签多年超导量子芯片制造合作协议,但未披露金额且为既有关系延续
这是一份没有金额、没有新增采购承诺的合作续约PR,本质是对已持续十多年代工关系的例行确认,缺乏可量化的收入/利润增量;消息当日QBTS逆势下跌说明市场也不视为利好,无正期望edge。
📄 原文Benzinga↗ 原文
D-Wave Quantum Extends Key Manufacturing Alliance
D-Wave Quantum Inc. (NYSE:QBTS) and SkyWater Technology announced a multi-year agreement Tuesday to extend their semico…
不做 D-Wave Quantum(QBTS.US)
无金额、无新订单的代工关系续约,属例行PR而非增量催化;公告盘中传播后股价反跌2.3%且处于空头排列,无edge,不做多;亦无任何利空事实,不做空。
不做 SkyWater Technology(SKYT.US)
量子客户续约对SkyWater营收占比极低且无财务条款,无可量化业绩弹性,方向与量级均不足以开仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
D-Wave与SkyWater延长多年超导量子芯片代工合作,但未披露任何金额或新订单,仅为十年既有关系的延续并附带IP保护条款;对两家公司均无重大业绩弹性,公告当日QBTS反跌2.3%,不具交易价值。
🔎 新鲜度:最早出现 2026-10-13 · 扩散 low · price-in 风险 medium ↗
关键理由
- 合作续约无合同金额、无最低采购量或产能承诺,属于既有供应关系的延续而非新增订单
- 事件本身在Benzinga报道时点已盘中传播约两小时,标的不涨反跌、处于空头排列,说明市场未给予正面重定价
主要风险
- 若后续公司IR或通稿披露具体金额、预付款或产能预留条款,可能改变materiality判断
- 量子板块情绪性反弹可能带动股价短线波动,但与本事件基本面无关
反向证据
- 做多前查反向 · 来源 web · 日期 2026-10-13 · 影响 weakens
报道本身即为反证:消息当日QBTS跌2.3%、低于20/50/200日均线、RSI 26.9接近52周低点,软催化叠加下行趋势,无资金借利好进场。
检索:D-Wave SkyWest? SkyWater agreement revenue terms / QBTS recent dilution guidance bearish 原文 ↗
先例如何影响了这次决策
对本次决策的影响:支持直接AVOID:不设ENTER腿,不引用任何涨幅数字
方向:无高相似对齐先例;此类无金额的合作续约PR在中小盘科技股上历史上通常无持续正向反应
涨幅量级:不足以校准任何止盈幅度,故不给交易参数
形态:公告当日逆势下跌、股价处于死亡交叉与超卖区,符合软催化无买盘的形态
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 11 ms
{"result": "search_processed_events:agent query=`d-wave quantum skywater minnesota advantage2 manufacturing deal 2026 | d-wave skywater multi-year manufacturing agreement extension | qbts skywater superconducting quantum processo`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen
原文全文
展开原文 · 3,356 字
D-Wave Quantum Inc. (NYSE:QBTS) and SkyWater Technology announced a multi-year agreement Tuesday to extend their semiconductor manufacturing partnership and support D-Wave’s quantum computing technology roadmap.
The agreement builds on more than a decade of collaboration at SkyWater’s Minnesota facility, where the companies have developed specialized manufacturing processes for superconducting quantum processors.
Partnership Supports Next-Generation Quantum Systems
Under the agreement, SkyWater will continue providing semiconductor manufacturing services and technical expertise to support D-Wave’s quantum computing systems.
The partnership combines D-Wave’s expertise in superconducting quantum technology with SkyWater’s capabilities in materials engineering, process integration and semiconductor manufacturing.
Their collaboration has supported several generations of D-Wave processors, including its Advantage2 systems.
Notably, a SkyWater-manufactured Advantage2 system was used in research published in Science in 2025. The study demonstrated quantum computing performance beyond classical approaches for a specific simulation problem.
The new agreement also includes provisions to protect D-Wave’s intellectual property as it develops future quantum systems.
Quantum Computing Improves Chip Manufacturing
Earlier this year, the companies tested D-Wave’s quantum annealing technology to improve manufacturing efficiency at SkyWater’s facility.
The project optimized equipment maintenance schedules and reduced production lot delays by up to 30%, helping improve factory throughput.
The companies plan to expand the model to account for technician availability, resource limitations and other manufacturing constraints.
SkyWater CEO Thomas Sonderman said the agreement strengthens the company’s ability to support D-Wave and other quantum computing developers with specialized manufacturing capabilities.
Meanwhile, D-Wave CEO Alan Baratz emphasized that the partnership provides access to an experienced manufacturing team as the company develops future quantum systems.
D-Wave Quantum Stock Analysis
D-Wave stock fell more than 2% Tuesday as weakness across technology stocks added pressure to the quantum computing company. The Nasdaq declined 0.44%, while the S&P 500 slipped 0.13%.
The stock remains in a bearish trend, trading 16.9% below its 20-day simple moving average (SMA) and 24.1% below its 50-day SMA.
The stock also trades more than 33% below its 100-day and 200-day SMAs, reinforcing its longer-term weakness.
However, its relative strength index (RSI) stands at 26.90, below the oversold threshold of 30. This suggests selling pressure may be stretched, although it does not confirm a reversal.
The 20-day SMA remains below the 50-day SMA. Additionally, a death cross formed in March when the 50-day SMA dropped below the 200-day SMA.
Shares are approaching their 52-week low of $12.75, well below their 52-week high of $46.75.
Key support stands near $13, a level traders may watch for signs of stabilization.
QBTS Price Action
D-Wave Quantum shares were down 2.33% at $13.42 on Tuesday at the time of publication, according to Benzinga Pro data.
Photo via Shutterstock
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
To add Benzinga News as your preferred source on Google, click here.
The agreement builds on more than a decade of collaboration at SkyWater’s Minnesota facility, where the companies have developed specialized manufacturing processes for superconducting quantum processors.
Partnership Supports Next-Generation Quantum Systems
Under the agreement, SkyWater will continue providing semiconductor manufacturing services and technical expertise to support D-Wave’s quantum computing systems.
The partnership combines D-Wave’s expertise in superconducting quantum technology with SkyWater’s capabilities in materials engineering, process integration and semiconductor manufacturing.
Their collaboration has supported several generations of D-Wave processors, including its Advantage2 systems.
Notably, a SkyWater-manufactured Advantage2 system was used in research published in Science in 2025. The study demonstrated quantum computing performance beyond classical approaches for a specific simulation problem.
The new agreement also includes provisions to protect D-Wave’s intellectual property as it develops future quantum systems.
Quantum Computing Improves Chip Manufacturing
Earlier this year, the companies tested D-Wave’s quantum annealing technology to improve manufacturing efficiency at SkyWater’s facility.
The project optimized equipment maintenance schedules and reduced production lot delays by up to 30%, helping improve factory throughput.
The companies plan to expand the model to account for technician availability, resource limitations and other manufacturing constraints.
SkyWater CEO Thomas Sonderman said the agreement strengthens the company’s ability to support D-Wave and other quantum computing developers with specialized manufacturing capabilities.
Meanwhile, D-Wave CEO Alan Baratz emphasized that the partnership provides access to an experienced manufacturing team as the company develops future quantum systems.
D-Wave Quantum Stock Analysis
D-Wave stock fell more than 2% Tuesday as weakness across technology stocks added pressure to the quantum computing company. The Nasdaq declined 0.44%, while the S&P 500 slipped 0.13%.
The stock remains in a bearish trend, trading 16.9% below its 20-day simple moving average (SMA) and 24.1% below its 50-day SMA.
The stock also trades more than 33% below its 100-day and 200-day SMAs, reinforcing its longer-term weakness.
However, its relative strength index (RSI) stands at 26.90, below the oversold threshold of 30. This suggests selling pressure may be stretched, although it does not confirm a reversal.
The 20-day SMA remains below the 50-day SMA. Additionally, a death cross formed in March when the 50-day SMA dropped below the 200-day SMA.
Shares are approaching their 52-week low of $12.75, well below their 52-week high of $46.75.
Key support stands near $13, a level traders may watch for signs of stabilization.
QBTS Price Action
D-Wave Quantum shares were down 2.33% at $13.42 on Tuesday at the time of publication, according to Benzinga Pro data.
Photo via Shutterstock
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
To add Benzinga News as your preferred source on Google, click here.
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c3020ec3a4· 2026-10-14 00:29 · doubao / doubao-seed-evolving-latest-version · 策略包2226518bfdee当前