今天，A股继续走强，上证指数、深证成指、创业板指盘中集体创今年以来新高。工业富联（601138）等8只千亿级别市值规模的龙头股创历史新高。 截至收盘，上证指数涨0.48%，深证成指涨1.76%，创业板指涨3.62%。全市场成交额为2.18万亿元，为今年2月27日以来首次突破2万亿元。全市场超2700 只个股上涨，光库科技（300620）、铜冠铜箔（301217）等多只个股"20CM"涨停。 板块方面，有色金属、PEEK材料、CPO、光刻机等板块涨幅居前，煤炭、银行、港口、物流等板块跌幅居前。 具体来看，军工板块领涨，航天科技（000901）近7日斩获5个涨停板，长城军工（601606）股价创历史新高；证券板块全天保持强势，东方财富 （300059）全天成交额突破200亿元，达203.82亿元，居A股第一。此外，工业富联、新易盛（300502）、中际旭创（300308）等多只AI龙头股创历史新 高。 八大千亿龙头股创历史新高 今天，工业富联、紫金矿业（601899）、洛阳钼业（603993）、胜宏科技（300476）、中际旭创、新易盛、深南电路（002916）、寒武纪等8只千亿市值 龙头股，收盘股价（前复权）创 ...

Core Viewpoint - The stock of Zhejiang Dongri has increased by 212.89% since June 16, 2025, significantly outpacing the industry and Shanghai Composite Index, indicating a potential overreaction in market sentiment [1] Company Overview - Zhejiang Dongri's main business includes the operation and management of agricultural and sideline product wholesale markets, fresh food distribution, and related soybean product processing, with no involvement in "brain-computer interface" business [1] - The company's stock price has deviated significantly from its fundamentals, with a price-to-earnings ratio that is much higher than industry benchmarks [1] Market Sentiment - The short-term surge in stock price is viewed as excessive, with the potential for a significant decline due to the lack of major changes in the company's fundamentals [1]

马斯克和奥特曼，看来是要不死不休了！ 曾经的好兄弟，如今的死对头，在AI战场上，两人早就杀红了眼。 【导读】战火升级！马斯克还在X上和奥特曼口水战，奥特曼反手就密谋支持一家脑机接口公司，与马斯克的Neuralink正面对决。这场关乎人类未来的 科技战争，已经从AI蔓延到了你的大脑！ 2015年10月6日旧金山二人同台&AI让他俩打起来 你以为这就完了？不，战火已经烧到了一个更疯的领域！ 根据金融时报报道，奥特曼正准备豪掷重金，扶持一家名为Merge Labs的公司。 该公司将通过将人脑与计算机连接起来，正面与马斯克的Neuralink展开竞争。 据三位知情人士透露，OpenAI及其联合创始人奥特曼正准备豪掷重金，扶持一家名为Merge Labs的公司，目标直指——将人类大脑与计算机相连！ 这无疑是对马斯克旗下明星公司Neuralink的公然挑战，两位亿万富翁的对决，已经进入白热化阶段！ 反正，现在正面不好硬刚ChatGPT，马斯克决定直接从人性层面突围了。 下图similarweb统计的生成式人工智能的访问量，OpenAI几乎垄断！ 马斯克现在的主要工作就是在X上分享用户的Grok Imagine照片，以此为 ...

赛诺医疗8月13日在互动平台表示，公司从事植入类医疗器械的研发、生产和销售，脑机接口是公司密 切关注的前沿领域，但截至目前，公司在售和在研产品中尚无可以应用于脑机接口的产品。 ...

格隆汇8月13日丨博济医药(300404.SZ)在互动平台表示，公司控股子公司九泰药械是一家专注于医疗器 械第三方外包服务的CRO公司，主要为客户提供医疗器械相关的临床试验以及注册申报服务，目前暂 无脑机接口领域相关的项目。九泰药械积极关注脑机接口相关领域，也有能力为脑机接口医疗器械的注 册及临床试验提供全流程服务。 ...

格隆汇8月13日丨博济医药(300404.SZ)在互动平台表示，公司控股子公司九泰药械是一家专注于医疗器 械第三方外包服务的CRO公司，主要为客户提供医疗器械相关的临床试验以及注册申报服务，目前暂 无脑机接口领域相关的项目。九泰药械积极关注脑机接口相关领域，也有能力为脑机接口医疗器械的注 册及临床试验提供全流程服务。 ...

Group 1 - The core viewpoint of the news is that the brain-computer interface concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 2 - Company performance highlights include: - Innovation Medical (002173) saw a price increase of 10.00%, with a total market capitalization of 9.995 billion and a year-to-date increase of 184.55% [2] - Pulite (002324) increased by 7.51%, with a market cap of 15.9 billion and a year-to-date increase of 50.88% [2] - Chengyitong (300430) rose by 6.65%, with a market cap of 6.657 billion and a year-to-date increase of 59.67% [2] - Saily Medical (603716) increased by 5.45%, with a market cap of 5.878 billion and a year-to-date increase of 326.18% [2] - Sanbo Brain Science (301293) rose by 3.79%, with a market cap of 12.9 billion and a year-to-date increase of 44.76% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

Group 1 - The core viewpoint of the articles highlights the strong performance of innovative drugs, biomedicine, and AI healthcare sectors, leading the market gains [1] - As of the report, the innovative drug ETF (159748) saw an intraday increase of 3.85%, with key stocks like Haikang rising over 10% and others like Innovent and Kelun increasing over 7% [1] - The Hong Kong Stock Connect medical ETF (159506) also experienced a rise of 3.20%, with stocks such as CanSino Biologics increasing over 8% and WuXi AppTec rising over 6% [1] Group 2 - On August 12, the National Healthcare Security Administration announced the preliminary review of 121 innovative drugs for inclusion in the commercial insurance innovative drug directory, which includes several PD-1 drugs and five domestically approved CAR-T therapies [1] - The announcement from the healthcare authority is expected to enhance the accessibility of payments and improve commercialization expectations for these "star products," potentially raising the valuation center for innovative drugs in the Hong Kong market [1] - Recent clarifications on brain-computer interface implementation and industrial goals are expected to boost expectations in high-end medical equipment, neuroregulation, and surgical robotics sectors [1] Group 3 - The innovative drug ETF (159748) closely tracks the SHS Innovative Drug Index (CSI: 931409), which selects listed companies engaged in the research, production, and sales of innovative drugs, focusing on high-quality securities in the pharmaceutical sector [1] - The Hong Kong Stock Connect medical ETF (159506) tracks the Hang Seng Hong Kong Stock Connect Healthcare Index (HSSCHI), which excludes companies with the lowest average R&D to revenue rankings over the past two years, emphasizing high R&D spending and innovative drug business proportions [2]

奥特曼的最新举动表明，其与马斯克之间的恩怨似乎还将持续下去。奥特曼和马斯克曾共同创办 OpenAI，但马斯克在2018年因与奥特曼产生矛盾而退出董事会。从那以后，两人在人工智能领域成了 针锋相对的对手。2023年，马斯克创办了自己的AI初创公司xAI，并试图通过法律手段阻止OpenAI从非 营利组织转为营利公司。就在本周，两人还在社交媒体上"互喷"——奥特曼指责马斯克操纵X，而马斯 克称奥特曼是个骗子。 知情人士表示，奥特曼不仅鼓励这项投资，还将与Alex Blania一起推动项目启动。Alex Blania目前负责 一个眼球扫描数字身份证项目 World，该项目也得到了奥特曼的支持。他们补充说，奥特曼也将成为该 公司的联合创始人，但不参与新项目的日常工作。 此外，报道还表示，Merge Labs计划从OpenAI和其他投资者处筹集2.5亿美元，但目前谈判还处于早期 阶段。奥特曼本人不会直接出资。 Merge Labs将与Neuralink展开直接竞争，而后者是脑机接口领域的引领者。上个月，Neuralink宣布已经 成功完成了第8和9个脑机接口手术，获得了广泛关注。更早之前，他们也已经分享一些成功案例，包括 ...

OpenAI以8.5亿美元估值推动Merge Labs融资，意图复制Neuralink的资本神话——后者以90亿美元估值募资6.5亿美元，红杉资本等机构加持显著。但奥特曼 的"轻资产"策略（仅以联合创始人身份参与，不介入日常运营）与马斯克亲力亲为的风格形成鲜明对比。值得注意的是，奥特曼通过World项目、核能等多 元投资分散风险，而马斯克则集中资源押注Neuralink，这种差异可能导致技术迭代速度的分化。 恩怨背后的行业变局 两人从OpenAI分家到xAI与OpenAI对立，再到脑机接口的正面竞争，本质是人工智能伦理与商业化路径之争。马斯克主张技术需受严格监管，而奥特曼更倾 向开放探索。这种理念冲突在BCI领域尤为敏感：若Merge Labs优先实现"意识上传"等激进功能，可能引发伦理争议；而Neuralink若长期局限于医疗场景， 或失去技术颠覆性。 在硅谷前沿科技的竞技场上，一场关于"人机融合"的暗战正悄然升级。OpenAI首席执行官山姆·奥特曼与特斯拉CEO埃隆·马斯克，这两位曾共同创立OpenAI 后又分道扬镳的科技巨头，如今在脑机接口（BCI）领域再度狭路相逢。随着OpenAI支持的Merge L ...