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Quantum computing, as a disruptive technology, has garnered significant attention in recent years. Google’s breakthroughs in this field have positioned it as an industry leader. However, despite Google’s technical advantage, it will take a long time for quantum computing to achieve true commercialization, and its short-term impact on actual profits remains minimal. Firstly, the commercialization of quantum computing faces significant technical challenges. Current quantum computers require extreme physical conditions, such as environments close to absolute zero, and highly sophisticated error-correction technologies. These requirements result in extraordinarily high costs for manufacturing, maintenance, and operation, making large-scale adoption impractical. Additionally, quantum algorithms
The meeting on December 9 delivered a clear policy signal, emphasizing the expansion of domestic demand and the stabilization of the real estate and stock markets. This undoubtedly serves as a strong boost for economic recovery. From a policy perspective, the government’s focus on domestic demand will directly benefit the consumer sector, particularly leading companies supported by these initiatives. Additionally, efforts to stabilize the real estate market are expected to support real estate stocks, possibly reversing some pessimism and bolstering market confidence. From the current market valuation standpoint, consumer and real estate stocks are generally undervalued, especially companies like Pinduoduo (PDD) and JD.com (JD). These businesses demonstrate significant growth potential that
I am more optimistic about Xpeng Motors, while I believe NIO’s battery swap model is a strategy that requires huge investments to build swap stations, which is a completely flawed decision. The construction of swap stations not only requires massive capital investment but also faces high operating costs and maintenance challenges. In a large market like China, building and operating such a vast infrastructure is no easy task, and the adoption and acceptance of the battery swap model by users are uncertain. In contrast, Xpeng Motors focuses more on improving charging infrastructure and developing intelligent technologies, while also leading the industry in battery technology and autonomous driving innovations. This allows Xpeng to maintain high operational efficiency and profit potential wi