（原标题：三七互娱：目前已投资的脑机接口公司包括华南脑控及强脑科技） 人民财讯1月12日电，三七互娱1月12日在互动平台表示，公司目前已投资的脑机接口公司包括华南脑控及强脑科技，分别投资2000万元人民币及 2000万美元。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌:0.89%。 (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: 9.79% 市盈率： 40.89倍 资金流向: 最新份额为93.0亿份,增加 了9400.0万份,净申赎1.4 亿元。 估值分位:60.08% 市盈率： 20.39倍 资金流向: 最新份额为102.1亿份,增 加了1800.0万份,净申赎 1000.9 万元。 估值分位:20.18% 游戏ETF 估值分位: 98.26% 云计算50ETF (产品代码: 516630) ★ 跟踪： 中证云计算与大数据主题指数 近五日涨跌: 15.13%。 科创50ETF (产品代码: 588000) ★ 跟踪：上证科创板50成份指数 近五日涨跌: 7.77% 市盈率:178.22倍 资金流向: 最新份额为534.9 ...

三七互娱在互动平台表示，公司目前已投资的脑机接口公司包括华南脑控及强脑科技，分别投资2000万 人民币及2000万美元。 ...

证券之星消息，1月12日游戏板块较上一交易日上涨5.95%，昆仑万维领涨。当日上证指数报收于4165.29，上涨1.09%。深证成指报收于 14366.91，上涨1.75%。游戏板块个股涨跌见下表： | 6.6 E. | | --- | | 涨幅前10个股 | | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300418 | 昆仑万维 | 64.82 | 19.99% | 198.46万 | | 122.50亿 | | 300113 | 顺网科技 | 24.65 | 11.89% | 76.25万 | | 18.04亿 | | 300494 | 盛大网络 | 14.60 | 11.79% | 67.37万 | | 9.447 | | 300315 | 学脚科技 | 5.97 | 11.17% | 401.93万 | | 23.31亿 | | 002605 | 姚记科技 | 27.63 | 9.99% | 44.63万 | | 11.98亿 | | 600633 | 浙数文化 | ...

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].