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🇺🇸 SECD-Wave Quantum Inc.Codex · 实盘不做把握 6/10
北京时间·🕒 发布 08-03 19:01:31时区推断·待核·⟳ 抓取 08-03 11:02:42·⚡ 决策 08-04 11:07:08 +1d00h·84.2 天前

D-Wave与Nasdaq Verafin达成量子反金融犯罪PoC合作

D-Wave(QBTS.US)获得Nasdaq Verafin一手背书,方向上利好其金融服务场景验证。

📄 原文D-Wave Quantum Inc.↗ 原文
Item 7.01 Regulation FD Disclosure · Item 9.01 Financial Statements and Exhibits
0001907982 FALSE 0001907982 2026-08-03 2026-08-03 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205…
不做 D-Wave Quantum(QBTS.US)
不做:这是官方一手PoC合作但未披露金额、付费试点或采购承诺,且已过美股完整交易日,剩余短线edge不足。
不做 Nasdaq(NDAQ.US)
不做:Nasdaq Verafin只是评估技术的使用方,事件对Nasdaq体量没有可量化收入或利润影响。
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

🔎 新鲜度:最早出现 2026-08-03 · 扩散 low · price-in 风险 high ↗

消息传播链

  1. 2026-08-03 07:01 ET官方确认/否认SEC EDGAR一手源原文 ↗
    D-Wave提交8-K并附新闻稿,披露与Nasdaq Verafin启动反金融犯罪量子计算PoC合作。
  2. 2026-08-03其它D-Wave新闻稿一手源原文 ↗
    新闻稿口径强调先开发PoC、未来可能扩展到试点应用,但没有披露收入、订单或最低采购承诺。

关键理由

  • D-Wave(QBTS.US)获得Nasdaq Verafin一手背书,方向上利好其金融服务场景验证。
  • 但公告仅为PoC评估,未披露合同金额、付费规模、采购承诺或商业化时间表,难以相对约70亿美元级市值形成可量化短线增量。
  • 事件在2026-08-03美股盘前发布,截至当前已过完整常规交易时段,剩余可交易窗口的即时重定价 edge 偏弱。

主要风险

  • 若后续升级为付费试点或披露金融机构客户采购金额,需要由新信号重新评估。
  • D-Wave将于2026-08-06发布二季报,短线价格更可能受财报和指引主导。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-08-03 · 影响 weakens
    未找到合同金额、采购承诺或付费试点披露,合作仍停留在PoC评估阶段。
    检索:D-Wave Nasdaq Verafin proof of concept revenue contract amount August 3 2026 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
    公司二季报将于2026-08-06盘前发布,短线交易可能被财报事件覆盖。
    检索:D-Wave Quantum Q2 2026 results August 6 2026 原文 ↗

原文全文

展开原文 · 4,781 字
0001907982
FALSE
0001907982
2026-08-03
2026-08-03
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
_____________________________________________________________
FORM
8-K
_____________________________________________________________
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934
Date of Report (Date of earliest event reported):
August 3, 2026
_____________________________________________________________
D-Wave Quantum Inc.
(Exact Name of Registrant as Specified in Its Charter)
_____________________________________________________________
Delaware
001-41468
88-1068854
(State or other jurisdiction of incorporation or organization)
(Commission File Number)
(I.R.S. Employer Identification No.)
2650 East Bayshore Road
Palo Alto
,
California
94303
(Address of principal executive offices)
(
650
)
285-2881
(Registrant’s telephone number, including area code)
N/A
(Former name or former address, if changed since last report)
_____________________________________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
o
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common stock, par value $0.0001 per share
QBTS
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
o
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
o
Item 7.01 Regulation FD Disclosure.
On August 3, 2026, D-Wave Quantum Inc. (“D-Wave”) and Nasdaq Verafin announced an agreement designed to evaluate the use of quantum computing to improve financial crime detection. The collaboration will begin with the development of a proof-of-concept (PoC), with the potential to expand to pilot applications for key anti-financial crime use cases. The effort will focus on how quantum-hybrid technology may be used to support the development of predictive systems that can identify unusual behavioral patterns associated with fraud, scams, and money laundering.
As part of the agreement, Nasdaq Verafin will explore the use of D-Wave’s annealing quantum computing technology to uncover complex relationships across account activity, transaction patterns, and counterparty networks that conventional approaches may overlook. The initial PoC will use D-Wave’s technology to analyze hundreds of potential data signals in an effort to strengthen predictive models for detecting unusual account behavior.
According to D-Wave’s CEO, Dr. Alan Baratz, by applying D-Wave’s quantum-hybrid technology to machine learning and other application development efforts, Nasdaq Verafin is reinforcing its role as a technology-forward organization helping shape the future of financial services innovation. A copy of the press release is attached as Exhibit 99.1.
The information in this Item 7.01 to this Current Report on Form 8-K, including Exhibit 99.1, is intended to be furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Item 9.01
Financial Statements and Exhibits
.
(d) Exhibits
Exhibit No.
Description
99.1
Press release, dated August 3, 2026.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: August 3, 2026
D-Wave Quantum Inc.
By:
/s/ Alan Baratz
Name:
Alan Baratz
Title:
President & Chief Executive Officer

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