责任编辑：钟离 股票频道更多独家策划、专家专栏，免费查阅>> 1月12日。A股市场脑机接口概念股走强，其中，熵基科技逼近20CM涨停，道氏技术、盈康生命涨超 13%，汤姆猫涨超10%，岩山科技10CM涨停，三七互娱逼近10CM涨停，爱朋医疗、蓝思科技、南京熊 猫涨超9%，优刻得-W、创新医疗涨超8%，科大讯飞、中科信息涨超7%，三博脑科、狄耐克涨超6%， 可孚医疗、塞力医疗涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 301330 | 熵基科技 | 1 | 19.40 | 117亿 | 50.11 | | 300409 | 道氏技术 | 1 | 13.91 | 259亿 | 47.49 | | 300143 | 盈康生命 | 来 | 13.01 | 100亿 | 35.43 | | 300459 | 汤姆猫 | 1 | 10.19 | 209亿 | 29.63 | | 002195 | 岩山科技 | 1 | 10.05 | 646亿 | 60.65 | | 300753 | 爰朋医疗 | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 301330 | 熵基科技 | 1 | 19.40 | 117亿 | 50.11 | | 300409 | 道氏技术 | 1 | 13.91 | 259亿 | 47.49 | | 300143 | 盈康生命 | -06- | 13.01 | 100亿 | 35.43 | | 300459 | 汤姆猫 | 1 | 10.19 | 209亿 | 29.63 | | 002195 | 岩山科技 | 1 | 10.05 | 646亿 | 60.65 | | 300753 | 爰朋医疗 | 1 | 9.99 | 53.97亿 | 54.31 | | 002555 | 三七互娱 | 4 | 9.97 | 664亿 | 27.16 | | 300433 | 蓝思科技 | 1 | 9.80 | 2245亿 | 40.34 | | 600775 | 南京熊猫 | 1 | 9.33 | 182亿 | 63.01 | | 688158 | 优刻得-W * | | 8.97 | ...

【脑机接口概念震荡走高 道氏技术等多股涨超10%】智通财经1月12日电，午后脑机接口概念震荡走 高，道氏技术、熵基科技、爱朋医疗涨超10%，此前岩山科技走出6天5板，三七互娱、南京熊猫逼近涨 停。消息面上，1月9日，国家药监局就《采用脑机接口技术的医疗器械 侵入式设备 可靠性验证方法》 和《采用脑机接口技术的医疗器械 范式设计与应用规范 运动功能重建》两项推荐性医疗器械行业标准 制订计划进行公示。 转自：智通财经 ...

1月12日，三七互娱涨5.42%，截至发稿，报28.77元/股，成交18.06亿元，换手率4.01%，总市值636.46 亿元。三七互娱股价已经连续7天上涨，区间累计涨幅21.13%。 资料显示，三七互娱网络科技集团股份有限公司位于安徽省芜湖市瑞祥路88号皖江财富广场B1座7层 7001号，成立日期1995年5月26日，上市日期2011年3月2日，公司主营业务涉及手机游戏和网页游戏的 研发、发行和运营。主营业务收入构成为：移动游戏97.09%，网页游戏2.08%，其他0.83%。 从基金十大重仓股角度 数据显示，诺德基金旗下1只基金重仓三七互娱。诺德华证价值优选50指数发起式A（023979）三季度 持有股数1.5万股，占基金净值比例为2%，位居第十大重仓股。根据测算，今日浮盈赚取约2.22万元。 连续7天上涨期间浮盈赚取7.14万元。 诺德华证价值优选50指数发起式A（023979）成立日期2025年4月29日，最新规模1580.91万。今年以来 收益3.66%，同类排名3118/5579；成立以来收益22.53%。 诺德华证价值优选50指数发起式A（023979）基金经理为王恒楠。 截至发稿，王恒楠累计任 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - The new game cycle in January continues with several products like "Duck Duck Goose" and "Heart Town" launching successfully. The trend of Chinese games going overseas remains strong, with leading companies like Dd and others showing impressive performance. The industry is expected to see a series of new game launches, leading to continuous catalysts [2][4] - The gaming sector's product cycle in 2026 shows strong sustainability and performance certainty, indicating room for valuation improvement. It is recommended to continue focusing on investment opportunities in the gaming sector, with relevant companies including Giant Network, Kaiying Network, Perfect World, 37 Interactive, G-bits, Yaoji Technology, Shengtian Network, Tencent Holdings, and Xindong Company [2][4] Summary by Sections New Game Launches - The January new game cycle has seen successful launches, including "Duck Duck Goose," which has gained significant popularity, and "Heart Town," which topped the global free charts in over 50 regions during its pre-download phase [2][4] - The performance of these new games validates the importance of global expansion and social interaction as growth engines in the gaming industry, with a strategy of "evergreen games + globalization" becoming key for leading companies [10] Overseas Market Performance - The overseas gaming market continues to thrive, with Dd's "Whiteout Survival" achieving over $4 billion in global revenue by December 2025. Other games like "Tasty Travels: Merge Game" and "Truck Star" have also shown strong performance in the overseas market [10] Future Game Releases - Upcoming game releases include Tencent's "Counter-Strike: Future" on January 13, "Rock Kingdom: World" on March 26, and several others from various companies, indicating a busy launch schedule that may catalyze further industry growth [10]

Core Insights - The report emphasizes that in 2026, the media internet sector will undergo a dual reconstruction driven by the transition from AI as a "technical infrastructure" to "application deep water zone," focusing on entry form migration, distribution rule repricing, and supply-side capacity explosion [1][11] - AI Agents are set to replace traditional apps as the new super entry point, shifting the traffic distribution logic from "time capture" to "efficient execution" [1][12] - AIGC (AI-Generated Content) is expected to lead to a significant increase in content production capacity, with zero marginal cost production becoming a reality, thus redefining the value of quality data and IP [1][11] Group 1: AI Agents and Traffic Distribution - AI Agents signify a generational leap in human-computer interaction, evolving from GUI to IUI, fundamentally changing the traffic distribution logic [1][12] - The traditional "click-jump" model is being replaced by a "dialogue-execute" paradigm, where AI Agents understand user intent and execute tasks across applications [1][12] - The emergence of AI Agents is expected to create a new operational layer that could potentially replace single apps as the primary distribution entry point [1][12][19] Group 2: AIGC and Content Supply - AIGC is anticipated to transition from a phase of "cost reduction and efficiency enhancement" to a "new demand creation" explosion by 2026, significantly increasing content supply [1][41] - The production barriers for video, 3D, and gaming assets are expected to lower drastically, leading to a surge in content supply and a devaluation of mediocre content [1][41] - Content consumption is evolving from passive viewing to active engagement, with new formats like "generative interactive dramas" and "AI companion games" emerging [1][43] Group 3: Investment Recommendations - The investment strategy in the media internet sector is shifting towards high-quality assets in both traffic distribution and content supply, focusing on companies that can effectively capture user intent and provide quality content [1][41] - Companies with operational system bases or super Agent platforms are likely to gain new traffic distribution rights and bargaining power, while mid-tier apps lacking exclusive content may face risks of being "pipelined" [1][19] - Key players in the AI Agent space include Alibaba, Tencent, and ByteDance, which are actively developing their AI capabilities to secure new traffic entry points [1][25][40]

Core Viewpoint - The 2025 China Internet Enterprise Comprehensive Strength Index was released, highlighting the top companies in the industry, with Sanqi Interactive Entertainment ranking 17th, marking a significant achievement for the company and the province of Anhui [1][4]. Group 1: Company Rankings - Sanqi Interactive Entertainment has been included in the China Internet Top 100 for 13 consecutive years, ranking 17th in 2025, the highest among A-share companies and the only representative from Anhui province [1][5]. - The top five companies in the 2025 China Internet Comprehensive Strength Index include Shanghai Xunmeng Information Technology Co., Ltd., Beijing Douyin Information Service Co., Ltd., Ant Group, Taotian Co., Ltd., and Tencent [4]. Group 2: Company Performance - Sanqi Interactive Entertainment's rise in ranking is attributed to its strong performance in enterprise scale, credit, AI innovation, overseas market expansion, and social responsibility [4][6]. - The company aims to continue leveraging Anhui's favorable business environment and policy support to enhance its operations and contribute to the digital economy's high-quality development in the province [6].

无论是分红力度的持续提升，还是季度分红模式的率先实践，都清晰地表明三七互娱（维权）将股东回报内化于公司治理之中 投资时间网、标点财经研究员 张嘉 近日，由标点财经研究院、投资时报、投资时间网联合举办的"见未来·2025第八届金禧奖年度评选"结果出炉。凭借在股东回报领域的优异表现，三七互 娱（002555）荣膺"2025年优秀股东回报公司"奖项。在市场人士看来，获此奖项不仅是对三七互娱长期重视股东回报工作的认可，同时，也是公司业绩持 续稳健增长的强有力证明。 资料显示，"金禧奖"由标点财经研究院等第三方研究机构对数千家企业大数据展开分析、比较后，客观评选出各领域最具竞争力的企业和机构。值得注意 的是，2025年度"金禧奖"的评选做了进一步创新，并按行业属性精准细分，挖掘不同领域企业在资本市场赋能下的创新突破与社会贡献，以彰显产业升级 中的核心动能。 对三七互娱而言，获得"优秀股东回报公司"奖项可谓实至名归。同花顺ifind数据显示，2022年度至2025年三季度，三七互娱的现金分红总额分别达到 17.72亿元、18.06亿元、22亿元和13.86亿元，期间累计分红高达71.64亿元，位居A股游戏行业首位。 高额 ...

《隔空之兽》以"隔空猥亵"这一高发未成年人网络侵害犯罪为主题，通过动漫剧情完成普法警示。剧情 还原不法分子利用未成年人心智不成熟、沉迷游戏的弱点实施侵害的完整链条，以及最终受到法律制裁 的过程，用司法实践敲响警钟。 视频尾声，检察官结合案例开展普法宣讲，明确"隔空猥亵"已被纳入刑法规制范畴，强调社会各界需协 同发力，加强未成年人网络安全教育与性教育，家长更要密切关注孩子上网习惯与交友情况，筑牢未成 年人网络安全"防火墙，这部普法视频70%的内容制作由三七互娱自研智能体"小七"完成，实现AI技术 与公益普法的跨界融合创新，也是司法机关与企业协同开展未成年人保护工作的有益尝试。 中国青年报客户端讯（中青报·中青网记者 王海涵）近日，安徽省芜湖市鸠江区人民检察院联合上市企 业三七互娱共同制作的公益普法微动漫《隔空之兽》上线，芜湖市委政法委、芜湖市人民检察院官方微 信公众号转载。 来源：中国青年报客户端 ...

Group 1 - The A-share market is experiencing fluctuations, with a notable rise in semiconductor equipment and materials, as well as strong performance in AI infrastructure sectors such as computing power, storage, and PCB [1] - The largest AI ETF in the Shanghai market, AI ETF (515070), saw its holdings, including Guangxun Technology, rise over 3%, while other stocks like Zhongji Xuchuang, Lankai Technology, and Xiechuang Data also increased [1] - Huolong Securities believes that the market is in a "slow bull" phase, with potential for upward breakthroughs due to ongoing supportive fiscal and monetary policies, as well as improving economic fundamentals [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, basic resources, and applications in the AI sector, representing the midstream and upstream of the AI industry chain [1] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha Technology, among others [1] - Related products include the AI ETF (515070), Huaxia CSI Artificial Intelligence Theme ETF Link A (008585), and Huaxia CSI Artificial Intelligence Theme ETF Link C (008586) [1]