智通财经APP获悉，8月8日港股市场，北水成交净买入62.71亿港元，其中港股通(沪)成交净买入32.8亿 港元，港股通(深)成交净买入29.92亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、小米集团-W(01810)。北水净卖出最 多的个股是中芯国际(00981)、华虹半导体(01347)、和黄医药(00013)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 中芯国际 | 34.40 乙 | 32.28 乙 | 66.68 亿 | | HK 00981 | | | +2.13 乙 | | 阿里巴巴-W | 14.6917 | 10.72亿 | 25.41 乙 | | HK 09988 | | | +3.98 亿 | | 小米集团-W | 14.16亿 | 8.69亿 | 22.86亿 | | HK 01810 | | | +5.47 乙 | | 腾讯控股 | 11.70 乙 | 7.461Z | 19.16亿 | | HK 00700 | | | +4.24 乙 | | 汇通 ...

智通财经APP获悉，港股今早探底回升，午后涨幅有所扩大，恒生指数成功站上两万五大关。截止收 盘，恒生指数涨0.69%或171点，报25081.63点，全日成交额为2457.48亿港元；恒生国企指数涨0.55%， 报8981.73点；恒生科技指数涨0.26%，报5546.73点。 国泰海通证券指出，年初以来的中国资产重估行情中，港股整体涨幅较A股更为可观，创新药、新消 费、AI应用等方向亮点纷呈。借鉴历史上港股占优行情，该行认为本轮行情或和其中的2012-2014年具 有一定相似性，港股表现强劲源于部分资产更具稀缺性。展望未来，港股稀缺性资产基本面更优，或吸 引南下持续流入，支撑港股继续向上。 蓝筹股表现 至6%，这带来显著的正向经营杠杆、竞争减少和盈利预估的提升。尽管近期表现优异，但如果增长得 以维持，该行认为该行业估值仍偏低。 1. 苹果概念表现亮眼。截至收盘，高伟电子(01415)涨9.62%，报29.86港元；鸿腾精密(06088)涨6.91%， 报3.25港元；舜宇光学(02382)涨3.3%，报76.75港元；蓝思科技(06613)涨2.93%，报21.1港元。 美国当地时间8月6日，苹果公司宣布追 ...

前十大AH股偏离值排行 | 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 安德利果汁(02218) | 18.860 | 49.1 | 211.82% | 29.36% | | 金力永磁(06680) | 19.600 | 29.14 | 78.06% | 18.33% | | 昭衍新药(06127) | 22.400 | 31.11 | 66.34% | 14.37% | | 农业银行(01288) | 5.390 | 6.71 | 49.17% | 12.67% | | 浙江世宝(01057) | 5.170 | 12.56 | 190.91% | 11.48% | | 北京北辰实业股份(00588) | 0.880 | 1.77 | 140.91% | 7.75% | | 山东墨龙(00568) | 4.650 | 6.71 | 72.90% | 7.59% | | 东江环保(00895) | 2.670 | 4.7 | 110.86% | 6.15% | | 海天味业(03288) | 33.300 | 38.3 ...

脑机概念股盘中急升，截至发稿，南京熊猫电子股份(00553)涨16.8%，报5.81港元；微创脑科学(02172) 涨8.81%，报15.68港元。 消息面上，工业和信息化部、国家发展改革委、教育部、国家卫生健康委、国务院国资委、中国科学 院、国家药监局发布关于推动脑机接口产业创新发展的实施意见。其中提出，发展辅助设备。研发辅助 生理信号设备，通过脑信号与肌电、眼电、心电、近红外等多模态信号的融合，提升交互控制和感知觉 评估的精准度。研发用于植入脑机接口的高精度手术机器人，突破亚微米级精度控制与动态调整技术， 提升区域精准实时成像与三维重建能力。 本文源自：智通财经网 开源证券表示，填补脑机接口医疗服务的价格空白，有望加快落地脑机接口落地运用。脑机接口下游应 用市场潜力大，全球脑机接口医疗应用市场规模有望在2030年达到400亿美元，2040年达到1450亿美 元。上海证券指出，脑机接口技术正从实验室快速走向商业化应用，中国市场迎来高速增长，存在较大 上升空间。 ...

格隆汇8月6日丨南京熊猫(600775.SH)在投资者互动平台表示，公司承担的关于脑机接口的项目，是江 苏省重点研发计划专项中的课题。目前，公司尚未产生这方面的销售收入。现阶段，公司按照计划节 点，完成脑控智能交互终端的开发，优化迭代交互系统，并开展专利申请和标准编制工作。 ...

格隆汇8月6日丨南京熊猫(600775.SH)在投资者互动平台表示，公司曾在日本建立过机器人研究院，经 过公司对研发机构和力量重新进行整合，目前公司机器人研发中心位于南京市的熊猫电子装备产业园。 公司的机器人主要应用于智能制造系统装备的集成服务中，可用于焊接场景。 ...

Market Overview - US stock indices rebounded, influenced positively by Trump's market support, leading to a 0.68% rise in Hong Kong stocks [1] - San Francisco Fed President Daly indicated that the timing for interest rate cuts is approaching, with expectations for two 25 basis point cuts this year [1] - Goldman Sachs predicts three consecutive 25 basis point cuts starting in September, with a potential 50 basis point cut if unemployment rises further [1] Domestic Market Sentiment - A-share new account openings in July reached 1.96 million, a 71% year-on-year increase, indicating rising domestic confidence [2] - The stock of Upwind New Materials surged 20% after resuming trading, reigniting market enthusiasm [2] - The steel sector saw a significant rise, with Maanshan Iron & Steel's stock increasing over 15% due to improved loss forecasts and supportive policies [2] Industry Trends - The paper industry is experiencing a price increase, with major companies like Nine Dragons Paper and Lee & Man Paper announcing price hikes [2] - The eleventh batch of centralized drug procurement in China saw a record 45 companies applying for the same drug, intensifying competition in the generic drug market [3] - Investment is shifting towards innovative drugs, with companies like Junshi Biosciences seeing stock increases of nearly 34% due to promising clinical trials [3] Financial Support for Key Industries - A joint guideline from the central bank and seven departments aims to support financing for key manufacturing sectors, including integrated circuits and medical equipment [4] - AI-related companies like Longi Green Energy and Lenovo's server business are seeing stock increases due to new orders and market interest [4] Gaming Industry Performance - The domestic gaming market is projected to reach RMB 168 billion in sales by the first half of 2025, a 14.08% year-on-year increase [4] - Heartbeat Games anticipates a revenue increase of approximately 37% for the first half of 2025, driven by strong performance from self-developed games [4] Individual Company Highlights - Tencent's mobile game "Valorant: Source Action" is set to launch on August 19, with projected annual revenue exceeding RMB 6 billion [5] - Oriental Selection's stock surged nearly 17% ahead of its upcoming financial report, reflecting strong market performance [6] - The Macau gaming sector is experiencing a positive trend, with Morgan Stanley raising its revenue growth forecast for the year from 5% to 10% [6] Technological Advancements - Apple's breakthrough in brain-computer interface (BCI) technology allows users to control devices through thought, indicating a significant market opportunity [7] - The Chinese BCI market is expected to exceed RMB 3.8 billion by 2025, with a CAGR of approximately 20% [7] Investment Opportunities - Kelun-Bio has become a top holding in a major fund, indicating strong market confidence in its innovative drug pipeline [8] - The company has established multiple technology platforms and is expected to accelerate commercialization in 2025 [8]

消息面上，据报道，苹果公司正在与脑机接口公司合作开发"使用大脑信号操纵苹果设备"的技术标准。 周一公布的一段展示视频，首次演示了这项技术的进展。演示视频显示，一位渐冻症患者通过脑机设备 成功实现用意念控制iPad操作，并展现应用脑机接口使用"快捷指令"等操作。 另据央视新闻报道，为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机制，新增 了100多项与医疗新技术相关的价格项目。其中，神经系统类立项指南统一设立"脑机接口置入费""脑机 接口适配费"等价格项目，脑机接口技术成熟获批进入临床后，可快速进入临床应用并收费。湘财证券 认为，作为医疗领域前沿技术，脑机接口的应用将在患者检测、疾病康复、技能替代等方向逐步落地。 智通财经APP获悉，脑机概念股走高，截至发稿，南京熊猫电子股份(00553)涨4.93%，报5.11港元；微 创脑科学(02172)涨3.72%，报14.22港元。 ...

脑机概念股走高，截至发稿，南京熊猫（600775）电子股份(00553)涨4.93%，报5.11港元；微创脑科学 (02172)涨3.72%，报14.22港元。 另据央视新闻报道，为支持药品和医疗器械创新发展，国家医保局制定新上市药品首发价格机制，新增 了100多项与医疗新技术相关的价格项目。其中，神经系统类立项指南统一设立"脑机接口置入费""脑机 接口适配费"等价格项目，脑机接口技术成熟获批进入临床后，可快速进入临床应用并收费。湘财证券 认为，作为医疗领域前沿技术，脑机接口的应用将在患者检测、疾病康复、技能替代等方向逐步落地。 消息面上，据报道，苹果公司正在与脑机接口公司合作开发"使用大脑信号操纵苹果设备"的技术标准。 周一公布的一段展示视频，首次演示了这项技术的进展。演示视频显示，一位渐冻症患者通过脑机设备 成功实现用意念控制iPad操作，并展现应用脑机接口使用"快捷指令"等操作。 ...

Core Viewpoint - Nanjing Panda Electronics Co., Ltd. has shown significant financing activity, with a net financing inflow of 14.23 million yuan last week, indicating investor interest despite recent outflows in major funds [1] Financing Activity - Last week, Nanjing Panda had a total financing buy amount of 223 million yuan and a repayment amount of 209 million yuan [1] - The company ranked 496th in terms of net financing inflow across the two markets [1] Fund Flow - Over the past 5 days, the main funds for Nanjing Panda experienced an outflow of 26.79 million yuan, with a decline of 1.35% [1] - In the last 10 days, the outflow reached 115 million yuan, reflecting a decrease of 3.46% [1] Company Overview - Nanjing Panda Electronics was established in 1992 and is located in Nanjing, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 9.13838529 billion yuan and the same amount in paid-in capital [1] - The legal representative of the company is Hu Huichun [1] Investment and Intellectual Property - Nanjing Panda has invested in 39 companies and participated in 165 bidding projects [1] - The company holds 155 trademark registrations and 1,648 patents, along with 29 administrative licenses [1]