将投中网设为"星标⭐"，第一时间收获最新推送 速览投资风口，掌握资本律动。 作者丨 长风 来源丨 东四十条资本 大家好，我是长风。今天给大家带来上周资本市场的专业投研信息。 焦点回顾： 机器人赛道，顶级VC纷纷来投。 上周，通用具身智能机器人公司无界动力完成首轮3亿元天使融 资，由红杉中国、线性资本领投，高瓴创投、地平线、华业天成、钟鼎资本、BV百度风投、同歌创 投等跟投，在首次融资中集聚了顶级财务投资机构与多元产业资本的双重认可。与此同时，天使+轮 融资已接近完成，累计融资额超5亿元。此外，全开源双足人形机器人公司上海萝博派对科技有限公 司宣布完成千万美元种子轮融资。本轮融资由经纬创投、小米战投联合领投，L2F 光源创业者基 金、银河通用跟投，光源资本担任孵化方及独家财务顾问。 半导体赛道，上海"国资"纷纷出手。 上周，云脉芯联宣布完成超5亿元A轮融资。本轮融资由上海科 创集团领投，张江浩珩、深创投、国中资本等机构投资，IDG、光速光合、云九资本、华强资本等现 有股东超额追投。此外，上海孛璞半导体也宣布完成了数亿元A轮融资。本轮融资由上海国际集团战 略持有机构上海国和投资领投，产业资本及上市公司跟投，老股东 ...

截至11月13日收盘，高压氧舱概念下跌0.21%，位居概念板块跌幅榜前列，板块内，创新医疗、国际医 学等跌幅居前，股价上涨的有6只，涨幅居前的有大湖股份、澳洋健康、三星医疗等，分别上涨 0.66%、0.43%、0.37%。 今日涨跌幅居前的概念板块 高压氧舱概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601567 | 三星医疗 | 0.37 | 2.18 | -6080.45 | | 002173 | 创新医疗 | -2.00 | 13.41 | -5739.38 | | 000516 | 国际医学 | -0.80 | 1.13 | -1253.44 | | 688425 | 铁建重工 | 0.19 | 0.37 | -1145.79 | | 000919 | 金陵药业 | 0.00 | 1.93 | -847.21 | | 002172 | 澳洋健康 | 0.43 | 3.54 | -745.18 | | 600257 | 大湖股份 | 0.66 | 2.82 | -648. ...

人脑工程板块领涨，上涨1.05%，其中爱朋医疗上涨7.51%，创新医疗上涨4.41%，世纪华通上涨 3.41%，诚益通、翔宇医疗、三博脑科涨超2%。（AI生成） ...

证券之星消息，11月12日医疗服务板块较上一交易日上涨0.14%，诚达药业领涨。当日上证指数报收于 4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。医疗服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301201 | 诚达药业 | 35.90 | 6.34% | 10.77万 | | 3.86亿 | | 002173 | 创新医疗 | 23.47 | 5.67% | 80.57万 | | 18.96 Z | | 600568 | ST中珠 | 2.08 | 5.05% | 39.10万 | | 7957.40万 | | 000504 | *ST生物 | 10.08 | 5.00% | 7.00万 | | 6939.54万 | | 688621 | 阳光诺和 | 61.42 | 4.49% | 7.57万 | | 4.59 Z | | 688073 | 毕得医药 | 74.93 | 3.65% | 1.25万 | | 941 ...

Group 1 - The core point of the news is that Shanghai Ladder Medical Technology Co., Ltd. has developed an "implantable wireless brain-machine interface system" which has entered the special review process for innovative medical devices by the National Medical Products Administration (NMPA) in China, marking a significant step in the commercialization of this cutting-edge technology in the country [1] - This product is the first invasive brain-machine interface to enter the "green channel" for medical devices in China, indicating a transition from clinical validation to market access [1] Group 2 - Following this news, A-share market stocks related to brain-machine interfaces have shown strong performance, with Aipeng Medical rising nearly 12%, Century Huatong and Innovation Medical increasing over 7%, and Botuo Bio up over 5% [2] - Other companies in the sector, such as Xiangyu Medical, Sanbo Neuroscience, Saili Medical, Dinake, Taihe Technology, and Chengyitong, have also seen their stock prices rise by over 3% [2]

| | | | | 人脑工程板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300753 | 爰朋医疗 | 1 | 11.91 | 40.03亿 | 80.63 | | 2 | 002602 | 用行卡搜 | 1 | 7.89 | 1411亿 | 269.65 | | 3 | 002173 | 创新医疗 | 1 | 7.11 | 105亿 | 198.87 | | ব | 688767 | 博拓生物 | 1 | 5.17 | 66.20亿 | 95.06 | | 5 | 688626 | 翔宇医疗 | 演 | 4.14 | 83.30亿 | 78.19 | | 6 | 301293 | 三博脑科 | 演 | 3.71 | 124亿 | 39.77 | | 7 | 603716 | 塞力医疗 | 1 | 3.50 | 50.92 Z | 235.60 | | 8 | 300884 | 狄耐克 | | 3.48 | 36.23 乙 | 27.64 | | ...

脑机接口概念股盘初拉升，爱朋医疗涨超10%，创新医疗、倍益康、翔宇医疗、世纪华通跟涨。 ...

| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-11-11 | 22.21 | -2.46% | -9379.30万 | -11.60% | -1519.96万 | -1.88% | 1.09亿 | - 13.48% | | 2025-11-10 | | 22.77 -1.56% | -1.01亿 | -10.63% | -2139.22万 | -2.25% | 1.22亿 | 12.88% | | 2025-11-07 | | 23.13 -4.62% | -1.68亿 | -12.77% | -2073.55万 | -1.58% | 2668.1 | 14.34% | | 2025-11-06 | 24.25 | 2.32% | 3752.64万 | 3.48% | 1005.56万 | 0.93% | -4758.20万 | -4.42% | | 2025-11-05 | | 23.70 -2.03% | ...

Core Viewpoint - The investment opportunities in the pharmaceutical industry for 2026 are highlighted, particularly in innovative medical devices, innovative drugs, and high-growth CXO and upstream life sciences companies [1] Group 1: Investment Opportunities - Innovative medical devices are identified as a focus area, contingent on performance alignment [1] - After a correction in innovative drugs, certain high-quality targets are recommended for attention [1] - High-growth CXO and upstream life sciences companies are also considered worthy of attention if they can maintain robust business growth [1] Group 2: Market Conditions - The pharmaceutical sector has been at a low point since peaking in 2021, presenting current investment opportunities [1] - Institutional investors may reallocate resources when the fundamentals of pharmaceutical companies improve and performance aligns [1] Group 3: Stock Selection Strategy - The company aims to identify and predict significant turning points in the lifecycle of industries and companies [1] - The strategy involves early market positioning to capture excess returns as industry and company values become recognized, leading to simultaneous performance and valuation increases [1] - A preference for innovative drug industry chains (CXO, upstream life sciences) as a high-probability offensive base, while positioning medical devices as a defensive allocation [1]

Core Viewpoint - The medical services sector experienced a decline of 0.68% on November 11, with Haoyuan Pharmaceutical leading the drop. The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1]. Group 1: Market Performance - The medical services sector saw significant individual stock movements, with Yinosh rising by 10.46% to a closing price of 50.15, while Haoyuan Pharmaceutical fell by 2.95% to 75.40 [1][2]. - The trading volume for Yinosh was 33,400 hands, resulting in a transaction amount of 163 million yuan, while Haoyuan Pharmaceutical had a trading volume of 21,800 hands and a transaction amount of 166 million yuan [1][2]. Group 2: Capital Flow - The medical services sector experienced a net outflow of 746 million yuan from institutional investors, while retail investors saw a net inflow of 562 million yuan [2]. - The capital flow data indicates that Sunshine Nuohe had a net outflow of 37.39 million yuan from institutional investors, while Meidi Xi saw a net inflow of 28.62 million yuan [3].