Group 1 - The core viewpoint of the article highlights the upward trend in brain-computer interface (BCI) concept stocks, driven by supportive government policies and technological advancements [1] - As of the report, notable stock performances include Brainhole Aurora-B (06681) up 7.91% to HKD 7.78, Micron Brain Science (02172) up 6.2% to HKD 13.19, and Brainhole Technology (02203) up 3.56% to HKD 0.233 [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'" on January 7, focusing on accelerating the upgrade of smart terminals and emphasizing the industrialization and commercialization of new terminals like AR/VR devices and BCIs [1] Group 2 - Financial analysts believe that the BCI industry is entering a critical phase of scaling applications, supported by strong policy backing, the implementation of medical insurance payments, and continuous technological breakthroughs [1] - Guosen Securities indicates that the BCI sector is at a pivotal point of transitioning from technological breakthroughs to commercialization, driven by a combination of policies, technology, and application scenarios [1] - The industry is expected to benefit from the "14th Five-Year Plan" focus, medical insurance coding, and the establishment of medical device standards, alongside anticipated mass production of Neuralik and breakthroughs in domestic clinical applications, leading to explosive growth in the global market [1]
港股异动 | 脑机接口概念股多数上扬 行业受益“十五五”规划重点布局 海内外迎密集催化