Group 1 - The core viewpoint of the article highlights a significant decline in brain-computer interface concept stocks, with notable drops in companies such as Nanjing Panda Electronics, Lens Technology, BrainCo, and Micron Brain Science [1] - Nanjing Panda Electronics reported an 8.29% drop to HKD 5.53, while Lens Technology fell by 5.74% to HKD 28.26, BrainCo decreased by 5.7% to HKD 7.11, and Micron Brain Science dropped by 2.23% to HKD 13.15 [1] - Nanjing Panda has stated that its main business focuses on smart transportation, safe cities, industrial internet, and green service-oriented electronic manufacturing, with no current changes or mature products related to brain-computer interfaces [1] Group 2 - Wanlian Securities indicated that the commercialization of brain-computer interfaces is currently more focused on non-invasive methods, while the long-term core lies in (semi) invasive technologies, including flexible electrodes and high-throughput low-power chips [1] - Future industry development catalysts include policy support, medical insurance payments, breakthroughs in clinical registration nodes, core technology advancements, and domestic replacements [1] - For invasive methods, attention should be on research teams, clinical resources, and financing environments, while non-invasive methods should focus on branding, distribution channels, and cost control [1]
港股异动 | 脑机接口概念股跌幅居前 机构称短期内脑机接口商业化更多聚焦在非侵入式