RigettiBilibili

Rigetti vs Bilibili

ํด๋ผ์šฐ๋“œ ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•˜๋Š” ์–‘์ž ํ•˜๋“œ์›จ์–ด ๊ฐœ๋ฐœ์‚ฌ vs ์• ๋‹ˆ๋ฉ”์ด์…˜, ๊ฒŒ์ž„ ๋ฐ ์ฒญ๋…„ ๋ฌธํ™”๋ฅผ ์œ„ํ•œ ์ค‘๊ตญ ๋™์˜์ƒ ์ปค๋ฎค๋‹ˆํ‹ฐ. 9์›” 2026์— ๋‚ด ํฌํŠธํด๋ฆฌ์˜ค์— ๋” ์ž˜ ๋งž๋Š” ์ข…๋ชฉ์€ ๋ฌด์—‡์ผ๊นŒ์š”? ์•„๋ž˜์—์„œ ์‰ฝ๊ฒŒ ์„ค๋ช…ํ•ฉ๋‹ˆ๋‹ค.

Rigetti Computing builds quantum processors and offers cloud-based quantum computing services while Bilibili runs China's dominant video platform for Gen Z users built around anime, gaming, and user-g...

ํˆฌ์ž ๋ถ„์„

์žฅ์ 

  • Rigetti is a pioneering full-stack quantum computing company serving global enterprises, governments, and research clients with quantum computing as a service.
  • The company has experienced significant stock price appreciation recently, including an 84% surge in September 2025, outperforming peers in the quantum sector.
  • Rigetti offers scalable quantum computing systems like the 84-qubit Ankaa-3 and cloud access to its quantum processors, positioning it well in emerging quantum technology markets.

๊ณ ๋ ค ์‚ฌํ•ญ

  • Rigetti's financials show heavy losses with a negative return on equity around -65% and net income deeply negative, reflecting ongoing high research and development expenses.
  • The stock is highly volatile with a beta close to 2.8 and a wide trading price range over the past year, indicating significant investment risk and uncertainty.
  • Valuation multiples are extremely elevated compared to sector averages, with a price-to-book ratio above 20 and price-to-sales near 490, suggesting the stock may be overvalued relative to fundamentals.

์žฅ์ 

  • Bilibili is a leading Chinese online entertainment platform with a strong user base among young audiences interested in anime, gaming, and content creation.
  • The company has diversified revenue streams including advertising, live broadcasting, mobile games, and e-commerce, supporting steady top-line growth.
  • Bilibili has been expanding internationally and investing in diversified content, potentially increasing its addressable market beyond China.

๊ณ ๋ ค ์‚ฌํ•ญ

  • Bilibili faces regulatory scrutiny and tightened internet control policies in China, which have historically impacted user growth and monetization.
  • Profitability remains a challenge with ongoing high operating costs and losses reported in recent financial periods.
  • The competitive landscape in Chinese online video and gaming sectors is intense, putting pressure on Bilibiliโ€™s market share and margin expansion.

Nemo์—์„œ RGTI ๋˜๋Š” BILI ๋งค์ˆ˜ํ•˜๊ธฐ

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๐Ÿ†“

์ˆ˜์ˆ˜๋ฃŒ ๋ฌด๋ฃŒ

์ฃผ์‹, ETF ๋“ฑ์„ ์ˆ˜์ˆ˜๋ฃŒ ์—†์ด ๊ฑฐ๋ž˜ํ•˜์„ธ์š”. ์ˆ˜์ต์„ ๋” ๋งŽ์ด ์ง€ํ‚ค์„ธ์š”.

๐Ÿ”’

์‹ ๋ขฐํ•  ์ˆ˜ ์žˆ๋Š” ๊ทœ์ œ ๊ธฐ๊ด€ ์ธ๊ฐ€

2015๋…„๋ถ€ํ„ฐ Exinity Group์˜ ์ผ์›์œผ๋กœ, ์ „ ์„ธ๊ณ„ 100๋งŒ ๋ช… ์ด์ƒ์˜ ๊ณ ๊ฐ์—๊ฒŒ ์„œ๋น„์Šค๋ฅผ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.

๐Ÿ’ฐ

ํ˜„๊ธˆ ์˜ˆ์น˜๊ธˆ 6% ์ด์ž

ํˆฌ์žํ•˜์ง€ ์•Š์€ ํ˜„๊ธˆ์— ์—ฐ 6%(AER) ์ด์ž๋ฅผ ๋งค์ผ ์ง€๊ธ‰ํ•ฉ๋‹ˆ๋‹ค.

์ž์ฃผ ๋ฌป๋Š” ์งˆ๋ฌธ