Group 1 - The Hong Kong stock market's newly listed stocks have become a significant wealth creation engine, with notable examples like Lao Pu Gold's stock price surging nearly 22 times since its listing [1][2] - A total of 76 new stocks were listed in the Hong Kong market from June 7, 2024, to June 6, 2025, with 45 of them seeing their stock prices rise above the issue price, marking a significant increase compared to previous years [2] - Among these newly listed stocks, 14 have doubled in price, with Lao Pu Gold, Health Road, and Mao Ge Ping being standout performers, each showing over 2 times increase from their issue prices [2][3] Group 2 - Lao Pu Gold's stock price has skyrocketed to 1,015 HKD, representing a 21.49 times increase since its listing on June 28, 2024, making it the highest-priced stock in the Hong Kong market [3] - The company specializes in high-end gold jewelry and has successfully tapped into the market's demand for scarce luxury goods, resulting in substantial returns for early investors [3] - The company attracted significant investment from cornerstone investors, including Tencent, which has reportedly seen a profit exceeding 5 billion HKD from its investment [3] Group 3 - Mi Xue Group, listed on March 3, 2025, has seen its stock price rise to 536.5 HKD, a 1.65 times increase from its issue price, benefiting from its strong market presence and consumer appeal [4] - Mao Ge Ping, a leading player in the high-end cosmetics sector, has experienced a stock price increase of 2.80 times since its listing, driven by the growing interest in the beauty market [4] Group 4 - The newly listed stocks exhibit diverse performance patterns, with some experiencing immediate surges while others see delayed growth [5] - For instance, Ying En Bio, listed on April 15, 2025, saw its stock price increase by 1.17 times on its first day, driven by interest in innovative drug concepts [5] - Health Road's stock price has increased by 5.66 times since its listing, reflecting strong market demand for digital health services [5] Group 5 - Over 150 companies are currently waiting to list on the Hong Kong stock exchange, indicating a robust IPO market driven by the success of recent new listings [8] - The Hong Kong Stock Exchange has reported a 38% increase in new listings from January to May 2025, with a total fundraising amount of 77.7 billion HKD, significantly surpassing the previous year [8] - The exchange is actively working on optimizing the listing environment, including improving the IPO pricing process and expediting the approval timeline for new listings [9]

Core Viewpoint - The latest research from Chinese scientists demonstrates that a new generation of visual prosthetics, utilizing brain-machine interface technology, not only restores visible light vision in blind animals but also expands their visual capabilities, offering new possibilities for restoring vision in blind patients [1][4]. Group 1: Research and Development - The research was conducted by a collaborative team from Fudan University and the Shanghai Institute of Technical Physics, with results published in the journal Science [2]. - The team developed the world's first visual prosthetic with a broad spectral coverage range (470-1550nm), enabling blind animal models to regain visible light vision and perceive infrared light, thus achieving "super vision" capabilities [4][5]. - The TeNWNs retinal prosthetic has the highest known photogenerated current density and the widest spectral coverage for visual reconstruction and expansion, spanning from visible light to near-infrared [5][8]. Group 2: Mechanism and Functionality - The TeNWNs prosthetic replaces degenerated photoreceptor cells in the retina, converting light signals into electrical signals, effectively activating surviving retinal neurons [8]. - The prosthetic is self-powered and does not require external devices, successfully allowing blind mice to perceive visible light [8][10]. - Experiments on non-human primate models showed no adverse rejection reactions after six months, laying a foundation for future clinical applications [10]. Group 3: Ethical Considerations and Future Directions - The dual characteristics of the prosthetic, combining "bionic restoration" and "functional expansion," avoid the risks associated with invasive brain surgeries while pushing the limits of human natural vision [10]. - Current medical ethics constraints prevent the research from entering clinical trial phases, but the technology holds promise for enabling blind individuals to experience vision and potentially surpass physiological limits [10]. - The research team aims to assist blind patients through both biological prosthetic materials and gene therapy, addressing different stages of blindness [11].

Group 1: Breakthrough in Visual Prosthetics - Chinese scientists have developed the world's first visual prosthetic with ultra-wide spectral response capabilities, enabling blind animals to regain visible light vision and expand their visual functions [1] - The retinal prosthetic, based on tellurium nanowire networks (TeNWNs), covers a spectral range from visible light (470nm) to near-infrared (1550nm), surpassing the natural human vision range of 380-780nm [1] - This technology avoids the risks associated with invasive brain surgeries and breaks the physiological limits of human vision, allowing users to perceive infrared light and accurately locate infrared light sources [1] Group 2: Growth of Brain-Computer Interface (BCI) Market - The global brain-computer interface technology is rapidly advancing, with significant attention from tech companies, medical institutions, academic research organizations, and government departments [2] - McKinsey predicts that the BCI medical application market could reach $40 billion by 2030 and $145 billion by 2040, with serious medical applications for central nervous system diseases estimated at $15 billion in 2030 and $85 billion in 2040 [2] - The domestic BCI companies are expected to gradually achieve commercialization due to technological innovations and favorable policies promoting industry development [2] Group 3: Related Companies in the BCI Sector - Micron Brain Science (02172) is a leading company in the domestic neuro-interventional medical device field, covering hemorrhagic stroke, atherosclerosis, and acute ischemic stroke, maintaining the top position in the domestic market share [3] - Xinwei Medical-B (06609) successfully completed animal trials for China's first interventional brain-computer interface, developed in collaboration with Nankai University's AI team [3] - Nanjing Panda Electronics (00553) is involved in the development of a multimodal human-computer interaction system based on BCI technology, which has been included in Jiangsu Province's key research and development plan [3]

智通财经6月6日电，脑机接口概念股午后异动，爱朋医疗涨超10%，倍益康、诚益通、中科信息、创新 医疗、东方中科、三博脑科等跟涨。消息面上，2025年被视为中国脑机接口技术迈向临床的关键节点， 北京、上海等地已规划在2030年前完成多款侵入式产品的临床试验。 脑机接口概念股异动拉升 爱朋医疗午后涨超10% ...

Core Insights - The city is focusing on the development of the embodied intelligent robotics industry, leveraging its solid foundational research, numerous innovation entities, comprehensive hardware and software support, and rich application scenarios [1][2] Group 1: Research and Development - The South Lake Brain-Machine Intersection Research Institute is concentrating on brain-machine interfaces, innovative brain drugs, brain disease mechanisms, and brain-machine materials, aiming to establish a strategic technological force in brain-machine medical applications [1] - Emphasis is placed on accelerating clinical validation and promoting the application of brain-machine interface technology in medical rehabilitation and intelligent prosthetics [1] Group 2: Industry Application - Bionic robots, including quadrupedal and humanoid robots, are identified as optimal carriers for embodied intelligence, representing a deep integration of artificial intelligence and manufacturing [1] - Companies such as West Lake Robotics, Cloud Deep, and 58 Intelligent are being encouraged to enhance their research and development in multi-modal fusion perception technology and to build a localized intelligent collaborative robotics ecosystem [1] Group 3: Policy and Innovation - The city aims to create a collaborative innovation system led by enterprises, focusing on key areas such as intelligent algorithms, scenario applications, ecosystem construction, and system integration [2] - Legislative research and supervision of local economic development are being emphasized to foster a conducive environment for artificial intelligence development and to accelerate the establishment of an AI innovation hub [2]

Core Insights - The establishment of the brain-computer interface (BCI) outpatient clinic at Huazhong University of Science and Technology's Tongji Hospital marks a significant advancement in the application of neuroscience and artificial intelligence in medical treatment in Hubei province [1][6] Group 1: Patient Experience - The first patient, Ms. Xia, successfully underwent non-invasive brain signal collection, expressing confidence in her future rehabilitation [1][2] - Ms. Xia suffered from left-side paralysis due to a brain hemorrhage and sought better treatment options after limited success with various therapies [2][4] Group 2: Clinical Procedures - The outpatient clinic employs both invasive and non-invasive BCI methods, with a team of neurologists and neurosurgeons assessing patients to determine the most suitable treatment [4][10] - Ms. Xia underwent a series of evaluations, including a behavioral assessment where she scored 13 out of 57, indicating moderate paralysis [4][5] Group 3: Technology and Methodology - The BCI clinic utilizes a dual-signal collection system, combining 32-channel electrical signals and a 90-channel near-infrared signal system, improving accuracy to 75% [5] - The brain signal collection process took approximately 30 minutes, with data analyzed through artificial intelligence algorithms and manual review [5][10] Group 4: Future Developments - The hospital plans to conduct clinical trials for semi-invasive BCI procedures, targeting conditions such as spinal cord injuries and aiming to enhance patient functionality through thought-controlled movements [6][10] - The BCI outpatient clinic will provide nationwide access to BCI technology assessments and treatment consultations, establishing a long-term follow-up database to support ongoing technology optimization [10]

以下文章来源于东四十条资本 ，作者鲁智高 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 9年成长为超级独角兽。 文 ｜ 鲁智高 来源｜ 东四十条资本（ ID：DsstCapital） 封面来源 ｜ IC photo 刚宣布回归全天候工作没多久，马斯克便给旗下公司融了一笔钱。 几天前，马斯克创立的脑机接口公司Neuralink传出已经完成6亿美元融资，投前估值达到90亿美元（约647亿元）。这也意味着，他们大概率已经成长为 一个超级独角兽。 虽然在特斯拉、SpaceX、X、xAI等公司上投入了主要精力，但从马斯克频频为这家公司公开站台来看，这位身价达到3420亿美元的世界首富还是为 Neuralink的发展提供了不少帮助。 虽然成功实现了读取猪的脑电波信号，并且让猴子通过脑电波玩"打砖块"游戏及在虚拟键盘上"打字"，但是动物的大量死亡也引发众多争议。直到2023年 5月，美国食品药品监督管理局才批准Neuralink的植入式脑机接口设备可在人体上开展临床研究。 这项研究会由R1机器人将植入物"N1"放到人的大脑区域，然后应用程序会对大脑信号进行 ...

上海岩山科技股份有限公司 投资者关系活动记录表 编号：2025-002 | | □特定对象调研□分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | □媒体采访□业绩说明会 | | | | □新闻发布会路演活动 | | | 别 | 现场参观 | | | | √其他（券商策略会） | | | 活动参与人员 | 汇丰晋信许晓威、人保资产李哲超、国泰海通杨林及国泰 | | | | 海通邀请的其他投资者 | | | 时间 | 2025 年 月 5 日 | 6 | | 地点 | 上海浦东香格里拉大酒店 | | | 形式 | 现场方式 | | | 上市公司接待人员 | 董事、董事会秘书张未名 | | | 交流内容及具体问 | 主要内容如下： | | | | 1、公司脑机接口业务团队有多大规模？公司运用脑机 接口技术操控《黑神话悟空》的技术水平如何？脑控技术 | | | | 有哪些应用场景？ | | | | 公司脑机接口及类脑智能业务团队目前约 40 人。 | | | | 公司下属岩思类脑研究院基于稳态视觉诱发电位 | | | | （Steady State Visually Evoke ...

每日市场观察 2025 年 6 月 4 日 【今日关注】 周二是六月的第一个交易日，端午节期间外围市场虽有所波动，但 A 股 周二走势较稳，三大股指开盘小幅低开后，全天稳步上涨，收盘三大股 指均小幅收涨，沪指涨 0.43%，深证成指涨 0.16%，创业板指涨 0.48%。 沪深两市成交额超过 1.14 万亿元，量能基本维持前两个交易日的水平， 行业板块涨多跌少，农业、医药、银行、有色、传媒等行业涨幅居前； 细分行业方面，免疫治疗、创新药、培育钻石、数字货币、无人机等板 块热点较为突出，两市上涨股票数量接近 3400 只。 三大股指总体上维持震荡格局，从沪指的 K 线看，前期的调整未跌破 6 0 日均线，短线 K 线组合属于偏强势的氛围，但量能上略显不足；信息 面上，美国近期出台多项对华歧视性限制措施，包括发布 AI 芯片出口 管制指南、停止对华 EDA 的销售、宣布撤销中国留学生签证等，对 A 股 市场还是有一定影响，总体分析，市场继续延续震荡反弹的基调，投资 者操作上优化布局，轻指数，重个股。 近期从市场结构和资金运行的特征分析，在市场的震荡性行情中，更加 突出细分行业的成长亮点。从近期市场的表现看，医药中 ...

点评：潮玩龙头IP势能爆发，全球化扩张驱动市值新高。 2.微软将在瑞士投资4亿美元建设AI基础设施和云计算 微软日前在瑞士伯尔尼表示，将在瑞士投资4亿美元，用于人工智能基础设施和云计算。这笔资金将用于扩 大和升级微软在日内瓦和苏黎世附近的四个数据中心，以响应瑞士对人工智能和云计算服务日益增长的需 求。此次扩建将服务于现有和新客户，并确保数据存储在瑞士境内，这对医疗、金融和政府等行业来说是 一项重要要求。微软还将扩大与中小企业的合作，并加大培训力度，帮助人们使用人工智能和数字工具。 目前微软在瑞士拥有1000名员工，但没有详细说明这笔投资未来将创造多少就业岗位。 3.监管摸排资本市场小作文情况，整治网络"黑嘴"乱象 记者了解到，有地方证监局向涉资本市场主体（含上市公司、机构）下发通知，摸排涉股市"小作文"线索、 案例及建议，旨在更好推动整治资本市场网络"黑嘴"伤企乱象，共同营造风清气正的资本市场舆论环境。此 次摸排是对政策端的执行，日前中央网信办公开印发《关于开展"清朗•优化营商网络环境⼀整治涉企网 络'黑嘴'"专项行动的通知》。 点评：重拳整治虚假信息，净化市场生态，护航投资者权益。 4.估值达90亿美元，马 ...