21世纪经济报道新质生产力研究院综合报道 当地时间6月28日，马斯克的Neuralink在一场发布会上公布了公司最新进展和未来规划。目前， Neuralink 已有七名志愿者完成脑机接口植入，他们能够通过脑信号控制玩马里奥赛车、使命召唤等游 戏，甚至用意念操控机械臂写字。Neuralink同时公布了打造"全脑接口"的长远愿景。全脑接口是指在大 脑任意区域实现神经元监听与写入，通过无线高速传输实现生物大脑与机器的深度连接。 【巨头风向标】 马斯克称2028年实现"全脑接口"计划 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 华为宣布开源盘古7B稠密和72B混合专家模型 6月30日，华为宣布开源盘古70亿参数的稠密模型、盘古Pro MoE 720亿参数的混合专家模型和基于昇腾 的模型推理技术。此举是华为践行昇腾生态战略的又一关键举措。据悉，盘古Pro MoE 72B模型权重、 基础推理代码和基于昇腾的超大规模MoE模型推理代码，已正式上线开源平台。盘古7B相关模型权重 与推理代码将于近期上线开源平台。 特斯拉Model Y完成自己上路、自动交付 6月 ...

脑机接口概念股震荡拉升 创新医疗涨停 智通财经6月30日电，创新医疗涨停，爱朋医疗、翔宇医疗、倍益康涨超10%，南京熊猫、荣泰健康、 三博脑科、诚益通等涨超5%。消息面上，马斯克旗下脑机接口公司Neuralink发布了一段长达一小时的 视频，展示了他们最新的研究成果及产品发展方向。据介绍，目前Neuralink的受试者已经达到7人。马 斯克表示，未来人们有可能通过Neuralink来完全控制Optimus的身体。 ...

截至发稿， 南京熊猫电子股份(00553.HK)涨8.87%、 微创脑科学(02717.HK)涨4.72%。消息方面，当地 时间6月27日，马斯克旗下 脑机接口公司Neuralink发布了一段长达一小时的视频，展示了他们最新的研 究成果及产品发展方向。据介绍，目前Neuralink的受试者已经达到7人，其中涵盖4名脊髓损伤患者与3 名肌萎缩侧索硬化症（ALS）患者。这些受试者正在高频使用相关设备，数据显示平均每周使用时长约 50小时，峰值更超100小时。 ...

A股开盘，上证指数开跌0.02%，深证成指开涨0.26%，创业板指开涨0.4%；脑机接口、光刻机板块涨幅 居前。 ...

A股脑机接口板块高开，际华集团涨停，爱朋医疗涨超7%，创新医疗、南京熊猫、三博脑科等跟涨。 ...

暗盘资金正涌入这些股票，点击速看>>> 脑机接口板块高开，际华集团（601718）2连板，爱朋医疗（300753）涨超7%，创新医疗（002173）、 南京熊猫（600775）、三博脑科（301293）纷纷高开。消息面上，近日，马斯克领导的脑机接口(BCI) 公司Neuralink在其N1脑植入设备方面取得了显著进展。 ...

Group 1: Apple Developments - Apple is reportedly developing multiple new wearable products to address declining market performance in its wearable segment, including a new Apple Watch SE and Apple Watch Ultra 3, expected to feature significant updates such as satellite connectivity independent of the iPhone [4][5] - There are indications that Apple may launch a smart ring product that would integrate with other devices, targeting users who may not wish to purchase an Apple Watch [5][6] - The smart ring is seen as more suitable for sleep monitoring and offers longer battery life due to the absence of a display, potentially allowing Apple to capture a different segment of the market [6] Group 2: Tesla's Autonomous Delivery - Tesla has completed its first fully autonomous vehicle delivery without a driver or remote control, achieving a top speed of 115 km/h [10] - The company is also testing its Robotaxi service, which utilizes ten years of developed autonomous driving technology, although there are concerns about safety following reports of incidents during initial testing [10][11] Group 3: Meta and OpenAI Talent Acquisition - Meta has successfully recruited four researchers from OpenAI, who were involved in key projects like ChatGPT and GPT-4, to join its new "superintelligence" team [12][13] - OpenAI's leadership has expressed strong concerns over this talent acquisition, indicating a competitive response to retain their workforce [14] Group 4: Neuralink's Future Plans - Neuralink has implanted brain-machine interfaces in seven volunteers, allowing them to control games and mechanical arms through brain signals, with a long-term vision of creating a universal brain interface [15] - The company has outlined a roadmap for the next few years, aiming to restore vision for the blind and enhance treatment for neurological disorders [15] Group 5: Xiaomi's Vehicle Response - Xiaomi has addressed concerns regarding a reported fire incident involving the YU7 vehicle's brake pads during track testing, clarifying that the incident was due to high temperatures and did not affect the overall braking system [17][18] Group 6: Trump's Phone Production - The CEO of Purism has stated that the T1 Phone, launched by Trump's mobile company, is manufactured in China, contradicting earlier claims of being "American-made" [19][20] Group 7: Microsoft's AI Vision - Microsoft's CEO emphasized the underestimated potential of AI in improving the lives of everyday people, advocating for broader access and application of AI technologies [21][23] - He also discussed the future integration of AI tools, suggesting a transformative moment akin to the introduction of web browsers [23] Group 8: Huawei's New Patent - Huawei has unveiled a new patent for a three-fold smartphone design, which differs from its previous models and is expected to be part of its upcoming product lineup [28][29] Group 9: Qualcomm and Samsung Collaboration - Samsung is set to manufacture part of Qualcomm's Snapdragon 8 Elite Gen 2 processors using its 2nm process technology, marking a shift from exclusive reliance on TSMC [30]

Market Overview - The Sci-Tech AI ETF Huaxia (589010) closed down 0.49% on June 27, 2025, with major declines in stocks such as Cambricon down 4.10%, Lexin Technology down 2.88%, and Hengxuan Technology down 1.69% [1] - The Robot ETF (562500) also saw a slight decline of 0.12%, with leading declines from Hechuan Technology down 2.05%, Jiangsu Leili down 1.88%, and Huachen Equipment down 1.81% [1] - The trading volume for the day was 664 million yuan, indicating high market activity and good liquidity [1] - The Robot ETF experienced a net inflow of 54 million yuan, marking continuous inflows over the past four trading days, with a peak single-day inflow of 273 million yuan, totaling 570 million yuan [1] Industry Highlights - On June 27, Neuralink, a brain-computer interface company led by Elon Musk, showcased its latest advancements, with 7 participants currently involved in trials [2] - The 2025 Hangzhou International Humanoid Robot and Robotics Technology Exhibition was held, focusing on the entire industry chain of humanoid robots, with significant attention on dexterous hands, which are now being mass-produced and seeing price reductions to below 10,000 yuan [2] - The 2025 RoBoLeague robot football league finals took place in Beijing, featuring AI-driven robots that operated independently without human intervention, showcasing advancements in AI strategies [2] Institutional Insights - CITIC Securities suggests that the current market valuation may not support a purely liquidity-driven rally, but unexpected interest rate cuts by the Federal Reserve and the People's Bank of China could act as catalysts for market sentiment [3] - There is a noted shift of active funds from pharmaceuticals and consumer sectors towards technology and finance, with structural opportunities expected to dominate the mid-year reporting season [3] - The upcoming third quarter is anticipated to see a resurgence in IPOs for tech companies, with a focus on AI and military sectors as key areas for structural opportunities [3] Popular ETFs - The Robot ETF (562500) is the only fund in the market with a scale exceeding 10 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Sci-Tech AI ETF Huaxia (589010) is positioned as the brain of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing pivotal moments in the AI industry [4]

根据行动计划，我省将聚焦推动关键技术创新，突破人工智能算法、高精度传感器、先进伺服系统等关 键核心技术，加快与元宇宙、脑机接口等前沿技术融合，探索跨学科、跨领域创新。实施关键技术攻关 和企业技术问题解决"揭榜挂帅"升级版，对符合条件的重大技术突破按规定给予政策支持。对新升级的 国家级相关重大科技创新平台，国家没有配套资金要求的，按规定给予每个平台1000万元经费支持。鼓 励在协作、巡检和水下机器人等优势领域开展标准制修订和研究验证，对主导制修订高水平国际标准、 国家标准和地方标准的单位，分别每项给予最高40万元、20万元和10万元奖补。 聚焦培育壮大具身智能机器人等终端产品，对人形机器人整机和核心零部件企业按规定分别给予一次性 最高800万元、300万元奖励。支持未来产业加速园建设，按规定给予最高600万元奖补。 我省将推动资源和创新要素集聚，打造机器人产业发展四大高地。其中，济南市重点发展重载工业机器 人、高温强冲击特种作业机器人、驱控一体化芯片与控制器，打造国内领先的机器人测试验证平台，推 动人形机器人产业布局，加快机器人整机及零部件产业协同发展；青岛市重点发展海洋工程特种机器 人、新能源场景特种机器人、 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 6月28日，在2025上市公司论坛上，深交所副总经理李辉、上交所副总经理王泊最新发声。深交所副总 经理李辉表示，深交所正按照证监会统一部署，紧锣密鼓地谋划创业板改革，初步考虑支持优质的创新 企业发行上市、提升股债融资灵活度便利度、更大力度支持并购重组、促进创业板投融资平衡等。上交 所副总经理王泊表示，"并购六条"自实施以来，沪市披露各类资产重组方案676单，同比增长15%，重 大资产重组80单，同比增长200%。接下来，上交所将扎实推进科创板"1+6"改革举措和示范案例落实落 地，促进科技创新和产业创新深度融合。 （二）行业掘金 1、6月29日，中国香港特别行政区政府财政司司长陈茂波表示，金融科技在跨境贸易应用的潜力巨大， 目标是解决跨境支付速度慢、成本高等长期存在的痛点，在支付领域更好地服务实体经济。而近期发布 的《数字资产发展政策宣言2.0》，当中提到稳定币是在传统金融系统以外提供成本效益的替代方案， 有潜力为支付及资本市场活动带来变革，包括跨境支付。稳定币的法例将在今年8月1日生效，特区政府 及金融监管机构将致力营造有利的市场环境，配以必要的监管措施 ...