港股方面，周大福跌超7%，泡泡玛特跌超6%；金沙中国涨超5%，南京熊猫（维权）电子股份大涨约 38%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股今日（6月17日）维持窄幅震荡走势，部分题材股较为活跃；港股小幅走低，恒生指数失守24000点 整数关口。 具体来看，A股市场三大股指盘中窄幅震荡整理，科创50指数一度跌超1%。截至收盘，沪指微跌0.04% 报3387.4点，深证成指跌0.12%报10151.43点，创业板指跌0.36%报2049.94点，科创50指数跌0.8%，沪深 北三市合计成交12373亿元，成交额较此前一日小幅萎缩。 场内超2900股飘绿，"最牛赛道"创新药概念突然跳水走低，科兴制药跌近12%，一品红跌超10%；石油 板块再度走强，科力股份尾盘拉升一度超29%续创历史新高，准油股份、贝肯能源斩获3连板；航运概 念崛起，招商南油、凤凰航运涨停；人脑工程概念爆发，倍益康30%涨停创出新高，北陆药业、爱朋医 疗20%涨停；核污染防治概念拉升，融发核电、中核科技涨停；AI眼镜概念活跃，英派斯涨停，博士眼 镜涨近8%。 人脑工程概念爆发 人脑工程概念盘中大幅走高，截 ...

·定车有补贴？小米汽车深夜辟谣！近日，网上出现一些自称"小米汽车大客户经理"的人，声称通过其 大客户渠道定车可领取现金补贴。6月16日深夜，小米汽车在答网友问中强调，目前小米汽车官方没有 任何大客户定车渠道或现金补贴。涉及类似销售信息，一定要仔细甄别，并以小米汽车官方渠道发布的 信息为准。详情>> ·A股收评：三大指数小幅下跌，脑机接口概念逆势走强6月17日，市场全天震荡调整，三大指数小幅下 跌。南财金融终端显示，截至收盘，沪指跌0.04%，深成指跌0.12%，创业板指跌0.36%。盘面上，市场 热点快速轮动，个股跌多涨少，全市场超2900只个股下跌。脑机接口概念股逆势走强，集体大涨。详情 >> ·世界黄金协会：预计全球央行将继续增持黄金世界黄金协会今日发布的《2025年全球央行黄金储备调 查》（CBGR）数据显示，逾九成（95%）的受访央行认为，未来12个月内全球央行将继续增持黄金。 这一比例创下自2019年首次针对该问题进行调查以来的最高纪录，同时也较2024年的调查结果上升了17 个百分点。详情>> ·药企扎堆港股IPO据不完全统计，仅 6 月以来，包括翰思艾泰、维立志博、银诺医药、东阳光药、长 风药业 ...

脑再生科技美股盘前一度涨超64%，脑机接口概念股持续热炒。 ...

Group 1: Business Overview - The company's main business is the smart space sector, accounting for 75.62% of its main business revenue in 2024 [2] - The sales model combines distribution and direct sales, with distribution revenue making up 69.36% of main business revenue [2] Group 2: Technology and R&D - The company focuses on non-invasive brain-machine interface technology, utilizing scalp electrodes and flexible sensors to collect EEG signals [2] - Applications include educational tools for children and preventive interventions in elderly care, aiding in early detection of cognitive decline [2] Group 3: Impact of External Factors - The current U.S. tariff policy has a minimal impact on the company, as software hosting services are not affected by import tariffs [3] - Hardware products are imported from Thailand, which mitigates short-term impacts from U.S. tariffs [3] Group 4: Growth and Strategic Goals - The company aims to achieve high stock incentive assessment targets by leveraging AI technology and enhancing market competitiveness [3] - Efforts include optimizing product and business structures, controlling costs, and increasing investment in promising innovation areas [3] Group 5: M&A Activity - The financial indicators for the acquisition target "Longzhiyuan" are currently under audit, with due diligence progressing normally [3] - Successful acquisition is expected to enhance product layout and profitability through synergies in products, technology, and market resources [3]

6月17日，港股三大指数震荡走弱。截至收盘，恒生指数跌幅为0.34%，国企指数跌0.4%，恒生科技指 数跌0.15%。 热门股方面：东京中央拍卖（01939.HK）涨40.98%，近5个交易日累涨134.96%。 汇聚科技（01729.HK）涨7.67%，自5月以来累计涨幅达69.58%。 Counterpoint Research的数据显示，5月苹果iPhone在中国市场的销量上升至第一位，4月和5月期间全球 销量同比增长15%。里昂报告指出，鉴于估值偏低，投资者逐渐看好苹果供应链厂商，如立讯精密、瑞 声和高伟电子。 脑机接口概念股涨势喜人，南京熊猫电子股份(00553.HK)涨38.02%，脑洞科技(02203.HK)涨22.65%，微 创脑科学(02172.HK)涨18.47%。 消息面上，市场有两大利好传来。一是隔夜美股脑再生科技(RGC.US)股价收涨283.13%，年内累计上涨 46倍。直接驱动因素为有消息称其5月宣布的新一代神经调控芯片通过FDA审批，并联合梅奥诊所开展 帕金森病治疗研究。二是消息称，马斯克旗下的Neuralink公司通过脑植入技术，成功让一只猴子看到; 并不真实存在的事物。 此 ...

Core Insights - The report emphasizes the optimistic outlook for China's stock market, termed as the "transformation bull market," driven by declining discount rates and favorable economic policies, which create a conducive environment for thematic investments [10][11]. Investment Themes Theme 1: Artificial Intelligence (AI) - AI is identified as a key investment trend with significant characteristics, including a clear industrial logic and vast market potential. The investment path is expected to follow the patterns of "information infrastructure construction," "basic software deployment," "online application explosion," and "restructuring of offline industries" [2][32]. - The AI industry is in an early stage, with the potential for substantial growth as it transitions from overseas mapping and speculative trading to self-sufficiency and industrial chain momentum [24][33]. Theme 2: Embodied Intelligence - The report highlights the rapid commercialization of humanoid robots, with applications expected to accelerate in various sectors such as education, healthcare, and industrial manufacturing. China has a robust manufacturing base and a complete supply chain for humanoid robots [38][39]. - The market for humanoid robots is projected to grow significantly, with sales expected to reach 200,000 units by 2035, driven by increasing demand in both B2B and B2C scenarios [47][48]. Theme 3: Biological Economy and Brain-Machine Interfaces - The biological economy is poised for growth, leveraging advancements in biotechnology, including synthetic biology and gene editing technologies. This sector is expected to meet health, safety, nutrition, and environmental needs [57][59]. - The brain-machine interface industry is still in the research phase, but several companies are making strides in hardware and application breakthroughs, indicating a promising future for this technology [4][62]. Theme 4: 6G Communication - The report anticipates significant advancements in communication technology with the development of 6G, which promises lower latency and higher connection density compared to 5G. This will drive upgrades across the entire industry chain, from materials to applications [3][4]. Market Dynamics - The report notes that the decline in risk-free interest rates and improved investor sentiment are key drivers of market dynamics, facilitating increased market participation and investment opportunities [11][15]. - The government's focus on innovation and technology integration is expected to further stimulate the growth of emerging industries, creating a favorable investment landscape [17][23].

Market Overview - The Hong Kong stock market indices experienced fluctuations, with the Hang Seng Index closing down 0.34% at 23,980.30 points and a total trading volume of HKD 20.21 billion [1] - The Hang Seng China Enterprises Index fell by 0.4% to 8,694.67 points, while the Hang Seng Tech Index decreased by 0.15% to 5,291.85 points [1] Investment Opportunities - According to Shenwan Hongyuan, investment opportunities in Hong Kong stocks are expected to expand in the second half of 2025, focusing on growth sectors such as internet technology and pharmaceuticals [1] - New consumption stocks still hold alpha advantages in the medium term, but face short-term challenges regarding cost-effectiveness [1] Blue-Chip Stocks Performance - Alibaba (09988) rose by 1.68% to HKD 114.8, contributing 31.36 points to the Hang Seng Index [2] - Other notable blue-chip performances include Sands China (01928) up 5.24%, Sunny Optical Technology (02382) up 2.73%, while Chow Tai Fook (01929) fell by 7.29% and CSPC Pharmaceutical Group (01093) dropped by 6.4% [2] Sector Highlights Brain-Computer Interface Sector - The brain-computer interface sector saw significant gains, with Nanjing Panda Electronics (00553) surging 38.02% [3] - The sector's growth is supported by recent advancements in clinical trials for invasive brain-computer interfaces in China [3][4] Gaming Sector - The gaming sector benefited from Macau's new visa policies for citizens of Saudi Arabia and other Gulf countries, with Sands China and MGM China showing strong gains [4][5] Apple-Related Stocks - Apple-related stocks collectively rose, with notable increases in companies like GoerTek (01415) and Sunny Optical Technology (02382) following Alibaba's announcement of new AI models optimized for Apple devices [6] Pharmaceuticals and New Consumption - The pharmaceutical and new consumption sectors faced significant adjustments, with companies like Green Leaf Pharmaceutical (02186) and Lepu Medical Technology (02157) experiencing declines [6] Gold Stocks - Gold stocks generally declined, with Tongguan Gold (00340) down 12.68% as international gold prices fell below USD 3,400 per ounce [7] Notable Stock Movements - Chow Tai Fook (01929) saw a sharp decline of 7.29% after announcing a proposed issuance of HKD 8.8 billion convertible bonds [8] - Maimai (02556) rose by 5.41% after being recognized as a top AI SaaS company for seven consecutive years [9] - New City Development (01030) reached a new high, with a rating upgrade from "Neutral" to "Buy" by Bank of America [10] - Weimeng Group (02013) increased by 2.82% following the announcement of new features for WeChat public accounts [11]

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Index falling by 0.34% to close at 23,980.30, while the Hang Seng Tech Index and the China Enterprises Index dropped by 0.15% and 0.40% respectively [1][2]. Sector Performance - Large technology stocks showed mixed results, with Alibaba rising by 1.68% and Tencent and JD.com experiencing gains of less than 0.8%. However, innovative drug concept stocks saw significant declines, with Green Leaf Pharmaceuticals dropping by 11% and Xiansheng Pharmaceuticals by 10.5% [2][4]. - Defensive sectors such as gold, oil, and military stocks experienced a collective pullback amid easing geopolitical tensions [2]. - The brain-computer interface concept stocks surged, with Nanjing Panda Electronics skyrocketing by 38%, followed by Brainhole Technology and Micron Brain Science with increases of 22.65% and 18.47% respectively [11]. Notable Stock Movements - The pharmaceutical sector faced substantial losses, with companies like Decipher Biosciences and Jiuyuan Gene falling over 11% [6]. - New consumption concepts also declined, with brands like Blukoo and Pop Mart dropping more than 6% [7]. - Real estate stocks collectively retreated, with companies such as Oceanwide Holdings and Jin Hui Holdings experiencing declines of over 4% [8]. - The entertainment sector showed weakness, with New Stone Culture and Bigo Group dropping over 5% [9]. Investment Trends - The gambling sector saw gains, with Sands China increasing by over 5% and MGM China by nearly 5% [14]. - Southbound funds recorded a net inflow of HKD 6.302 billion, indicating strong investor interest [14]. - Analysts suggest that the current valuation of Hong Kong stocks is at a historical average level, with a focus on high-dividend sectors such as energy, finance, and precious metals, as well as innovative drug sectors benefiting from favorable policy news [16].

一、行情回顾 市场全天窄幅震荡，三大指数小幅下跌。脑机接口概念全天强势，爱朋医疗、创新医疗、南京熊猫等涨停。油气股再度大涨，通源石油、山东墨龙、准油股 份均3连板。核污染防治概念股走强，中核科技涨停。下跌方面，创新药概念冲高回落，科兴制药跌超10%。个股跌多涨少，沪深京三市超2900股飘绿，今 日成交1.24万亿。 二、当日热点 1.脑科学 脑科学板块今日大涨，爱朋医疗、创新医疗等一字板，南京熊猫、麒盛科技等涨停。 隔夜美股脑再生科技暴涨283%，盘中多次熔断。该股年内累计涨超50倍。 此外，据央视新闻报道，近日，中国科学院脑科学与智能技术卓越创新中心联合复旦大学附属华山医院，与相关企业合作，成功开展了我国首例侵入式脑机 接口的前瞻性临床试验。该成果标志着我国在侵入式脑机接口技术上成为全球第二个进入临床试验阶段的国家。 | 股票名称 | 最新价 = | 涨跌幅 = | 涨停时间 ◆ | 换手率 | | --- | --- | --- | --- | --- | | 爰朋医疗 300753.SZ | 33.08 | +19.99% | 09:25:00 | 18.10 | | 创新医疗 002173.SZ | ...

Market Performance - The Hang Seng Index closed down by 0.34% and the Hang Seng Tech Index decreased by 0.15% [1] - The Hong Kong Tech ETF (159751) closed down by 0.29%, while the Hang Seng Hong Kong Stock Connect ETF (159318) fell by 0.38% [1] Sector Highlights - The brain-computer interface concept saw significant gains, with Nanjing Panda Electronics (600775) rising over 38% [1] - Other companies such as Tiger Medical (300347), Kelaiying (002821), and Pop Mart experienced declines of over 6% [1] Trading Mechanism - A-share accounts can now buy Hong Kong stocks on a T+0 basis without the need for Hong Kong Stock Connect [1]