A股复盘 | 又跌了 / 2025.06.17 一大早，看到华尔街日报的报道， 中东和欧洲官员表示，伊朗一直在发出紧急信 号，表明其寻求结束敌对行动并恢复有关其核项目的谈判，并通过阿拉伯中间人 向以色列和美国传递信息。 这些官员称，在以色列猛烈的空袭行动中，德黑兰已 告知阿拉伯官员，只要美国不加入攻击，伊朗方面就愿意重返谈判桌。 心想着，今天油气、核污染防治该消停消停了吧！ 结果又是霍尔木兹海峡起火、特朗普提前结束加拿大之行、警告撤离德黑兰啊， 一些资金又回到油气去了！ 这剧情真是扑朔迷离啊 伊朗现在骑虎难下， 被打得真落花流水， 必须得把核武器亮出来了！ 刚写完发现一条新闻，国际原子能机构：已发现伊朗纳坦兹铀浓缩设施遭受直接 打击。 里外一锅端了！ 再说说今天的行情，一个是创新药和新消费大跌，明星股泡泡玛特、蜜雪集团、 老铺黄金集体杀跌超5%。 说实话，涨了那么多，该调整调整了！ 虽然昨天周报里写了那个创新药临床试验审批流程提速30日的消息， 但是这段 时间不少机构都在写新消费和创新药交易热度太高！ 周报写了东吴的， 昨天华安也指出， 创新药当前交易拥挤度当前处于2022年以 来的极致水平。 将申万二级行业 ...

Market Overview - The Hang Seng Index fell by 0.34% amid escalating tensions in the Middle East, particularly between Israel and Iran [1] - Israeli Defense Minister Katz stated that Iranian state media is "about to disappear," followed by an attack on Iranian state television [1] - The Israeli military reported the death of Iranian military commander Ali Shadmani, which has heightened fears among Iranian officials [1] - The U.S. has redeployed military assets in the Middle East in response to the conflict, which could impact oil transportation through the Strait of Hormuz [1] Geopolitical Developments - The U.S. State Department issued a travel warning for Israel and the West Bank, indicating a high-risk level [2] - A joint statement from 21 Arab and Islamic nations condemned Israel and expressed support for Iran, with threats to U.S. interests in the region if the conflict escalates [2] G7 Summit Insights - During the G7 summit, President Trump expressed disagreements with other leaders regarding the Middle East situation and U.S. trade policies [3] - The U.S. and U.K. reached a trade agreement focusing on key sectors such as automotive and pharmaceuticals [3] Stock Market Movements - The stock of brain-computer interface company RGC surged by 283% following FDA approval for its new neural modulation chip [4] - Apple saw a 15% year-over-year increase in iPhone sales in April and May, marking its best performance since the pandemic [4] Macau Gaming Sector - Macau's gaming revenue for the first half of June reached 1 billion MOP, with a weekly increase of 5% driven by high VIP win rates [5] - Sands China and MGM China both saw stock increases of nearly 5% following positive revenue reports [5] Aerospace Industry Developments - The 55th Paris Air Show showcased innovations in military aircraft and green aviation, with China presenting its J-35A fighter jet [6] - The event is expected to lead to potential orders for Chinese aircraft, particularly the J-10CE and J-35A models [6] Semiconductor Industry Initiatives - New policies in Guangzhou aim to support the integrated circuit industry, focusing on breakthroughs in chip design and manufacturing [7] - Companies like Hua Hong Semiconductor and SMIC are positioned to benefit from these initiatives [7] Company-Specific News - Longpan Technology signed a production pricing agreement worth over 5 billion RMB for lithium iron phosphate materials, indicating strong demand in the solid-state battery sector [8] - The company has secured contracts totaling approximately 17 billion RMB this year, reflecting its growing influence in the battery materials market [9]

1.《 稳定币法案周二闯关美国参议院 》摘 要 大，达10%。 ■ 马萨诸塞州的民主党参议员伊丽莎白·沃伦批评该法案没有解决特朗普与加密货币领域的财务利益问 题，并警告该法案可能允许像亚马逊和Meta这样的科技巨头发行自己的稳定币。 ■ 如果该法案通过，稳定币相关的金融产品和服务可能迎来显著增长，这对像Circle（USDC的发行 商）和Tether（USDT的发行商）等公司有利，并可能带来新的市场竞争者，尤其是大型科技公 司。 2、《 脑机接口成医药下一个风口 》摘要 ■ 与创新药领域的瓶颈形成对比，脑机接口（BCI）作为新兴技术正逐渐崭露头角，并展现出巨大的 市场潜力。 ■ 全球脑机接口市场规模不断扩大，从2019年的12亿美元增至2023年的19.8亿美元，年复合增长率 为13.8%。 ■ 脑机接口技术在医疗领域具有巨大的应用潜力，尤其是对于神经系统疾病患者（如帕金森病和阿尔 茨海默病）以及残障人士。 ■ BCI能够帮助瘫痪患者通过大脑信号控制外部设备，恢复部分运动功能，并为神经系统疾病提供新 的治疗手段，提升患者生活质量。 ■ 中国科学院及复旦大学团队近日成功开展了国内首次侵入式脑机接口临床试验，这标 ...

Group 1 - The core belief is that non-invasive brain-computer interface (BCI) technology will have a profound impact on humanity, with Qiang Brain Technology emerging as a leader in the global BCI field, ranking second in financing scale [1][3] - The two common technical routes in the BCI field are invasive and non-invasive, with invasive solutions being more suitable for severe medical conditions but posing safety risks, while non-invasive technology is advancing to capture brain activity signals more accurately [3][4] - According to a Morgan Stanley report, the market value of BCIs in the medical field in the U.S. alone is estimated at $400 billion, indicating significant industry potential [3] Group 2 - Qiang Brain Technology, originating from Harvard University's innovation lab, focuses on solving real-life problems rather than solely on self-developed technologies, targeting areas such as rehabilitation and health for various groups including disabled individuals and children with attention deficits [4] - The non-invasive BCI technology can transform educational scenarios by personalizing learning experiences and integrating BCI technology into AI course designs, promoting interdisciplinary development [4] - In 2024, Qiang Brain Technology plans to launch a dexterous hand product, entering the embodied intelligence field, and has become a supplier for humanoid robot dexterous hands due to its superior sensitivity and responsiveness compared to traditional robotic solutions [4][5]

从指数表现来看，A股三大指数窄幅整理，上证指数微跌0.04%报3387.4点，深证成指、创业板指分别 下跌0.12%、0.36%，科创50、北证50等指数也普遍小幅收跌；两市成交额维持1.24万亿水平，交投热度 未明显降温。 6月17日，A股与港股整体呈现窄幅震荡格局，市场情绪在题材轮动中保持一定韧性。 驱动逻辑上，A股的结构性行情主要受三方面因素影响：一是外围市场情绪传导，如美股脑机接口标的 的极端表现直接带动A股相关概念；二是政策与事件催化，香港稳定币政策预期及固态电池论坛召开为 对应板块注入动力；三是资金在存量博弈下的高切低节奏，前期热门的创新药、新消费等主题因性价比 降低进入休整，资金转向泛科技方向寻找机会。港股则更多反映个股事件与行业基本面交织影响，如医 疗保健板块的调整或与部分企业新药进展及市场情绪波动相关，而工业等板块的走强或受益于国内稳增 长政策对相关产业链的支撑。 A股行业层面，煤炭（0.89%）、公用事业（0.82%）、石油石化、交通运输、商贸零售均涨超0.5%；医 药生物（-1.44%）、美容护理（-1.24%）、传媒、纺织服饰、轻工制造均跌超0.6%。 港股行业层面，综合企业（0.56 ...

今日11股封单资金超1亿元。 涨停战场： 从封单资金来看，11股封单资金超1亿元。协鑫能科居首，封单资金高达4.66亿元；创新医疗封单资金2.18亿元；南京熊猫、恒宝股份、中核科 技、融发核电等多股封单资金均超1亿元。 协鑫能科主营热电、光伏等能源类产业，公司一季度实现营收29.33亿元，同比增长21.49%；归母净利润2.54亿元，同比增长35.15%。公司今日发 布公告，上市公司、控股股东及实际控制人不存在应披露而未披露的重大事项或处于筹划阶段的重大事项，请投资者注意风险。 龙头点睛： 脑机接口掀起涨停潮 1.脑机接口 涨停个股：际华集团、麒盛科技、南京熊猫、荣泰健康、创新医疗等 协鑫能科以4.66亿元封单资金居首 据证券时报·数据宝统计，6月17日，从收盘涨停板封单量看，协鑫能科居于首位，封单量39.52万手；凤凰航运排名第二，封单量20.13万手；渤海 汽车、创新医疗、长青股份、南京熊猫（维权）、融发核电、招商南油等封单量均在15万手以上。 从连续涨停天数看，协鑫能科、金牛化工、准油股份、山东墨龙、贝肯能源等股斩获3连板；珠江钢琴、恒宝股份（维权）、苏利股份等股收获2 连板。 胜通能源：公司的经营产品 ...

各位朋友大家好，这里是帮主郑重的复盘分享时间。接下来咱们来聊聊6月17日A股市场上那些值得关注的涨停股。虽说大盘三大指数当天都有点小调整， 但有些板块和个股却逆势突围，背后的逻辑值得咱们好好琢磨。 油气板块当天也低开高走，通源石油、山东墨龙、准油股份都涨停了。这主要是因为中东地缘冲突升级，国际油价出现了上涨。油气作为重要的能源，在全 球经济中扮演着关键角色。不过，地缘政治的影响是短期的，油价的波动也比较大。对于中长线投资者来说，油气板块可以作为资产配置的一部分，但不要 过度依赖短期的事件驱动。 还有金一文化，这只股票因为摘帽和业务转型涨停了。公司从ST变为正常交易，说明经营状况有了改善。而且，金一文化原本主营黄金珠宝业务，现在又 切入了AI + 金融科技赛道，这种战略转型如果能成功，有望带来新的盈利增长点。不过，转型的过程中也存在不确定性，咱们得持续关注公司的业务进展 和市场反应。 从资金流向来看，主力资金当天流入了电池、消费电子、航运港口等板块，这些板块都是未来经济发展的重要方向。电池行业受益于新能源汽车的普及，消 费电子则随着人们生活水平的提高需求不断增长，航运港口则与全球贸易紧密相关。而文化传媒、化学制 ...

Group 1 - The market is experiencing a rotation rhythm, which is expected, with some sectors performing well while others face pullbacks [1][2] - Geopolitical tensions are influencing market dynamics, particularly in oil and gas sectors, which are seen as defensive investments [1][3] - The high rate of stock sell-offs indicates significant profit-taking, with a noted 30% sell-off rate today [1] Group 2 - The upcoming financial forum is anticipated to create a volatile market environment, likely leading to a slight decline before the event [2] - The innovative drug sector is showing signs of a pullback, particularly after the peak of a specific stock, indicating potential market corrections [2] - The digital currency sector is highlighted for its resilience, with opportunities for profit through strategic buying and selling [3] Group 3 - Key upcoming events include the Lujiazui Financial Forum and the 618 e-commerce festival, both of which are expected to impact financial and consumer sectors respectively [3] - The focus remains on core strengths in sectors like rare earths and solid-state batteries, with a strategy of retaining strong performers while discarding weaker ones [3]

中新社北京6月17日电 中国A股17日(周二)遭遇调整，主要股指小幅下跌，但市场结构上不乏亮点，脑 机接口概念板块当天逆势大涨逾6%。 消息面上，中国科学院脑科学与智能技术卓越创新中心赵郑拓研究员团队、李雪研究员团队联合复旦大 学附属华山医院吴劲松/路俊锋教授团队并与相关企业合作，近期在上海顺利实施中国首例侵入式脑机 接口的前瞻性临床试验。这标志着在侵入式脑机接口技术上，中国成为继美国之后全球第二个进入临床 试验阶段的国家。 根据金融数据服务商统计，当天脑机接口概念板块上涨6.63%，领涨A股所有板块。个股方面，倍益 康、爱朋医疗、际华集团、麒盛科技、南京熊猫等多股股价收获涨停板；其中，倍益康当天录得约30% 的涨幅。 公开资料显示，脑机接口是在大脑与外部设备之间建立直接连接的通路，通过识别脑电波特征读取大脑 意图，将其转化为计算机指令，实现人与机器或外部环境的交互联通。 上海证券分析师张林晚表示，脑机接口被誉为21世纪最具颠覆性的技术，在医疗、康养、教育、娱乐等 领域有着广阔的应用前景。近年来，脑机接口技术的快速发展受到全球各方高度关注。近期，越来越多 技术里程碑事件的出现，标志着脑机接口技术正从实验室快速 ...

1、行情 今日市场全天小幅下跌，整体依旧是常规的小波动。 题材方面，脑机接口大幅高开，创新医疗、爱朋医疗（20CM）双双一字板全天，南京熊猫、倍益康（30CM）、北陆药业、麒盛科技、荣泰健 康纷纷涨停，狄耐克、熵基科技、诚益通均涨超10%； 油服板块全天低开高走，准油股份、贝肯能源、山东墨龙、通源石油（20CM炸）集体3连板，科力股份、新锦动力、海默科技、惠博普等集体 大涨； 稳定币概念股继续局部发力，协鑫能科3连板，恒宝股份、东信和平2连板，创识科技、拉卡拉（炸）均20CM涨停，四方精创、海联金汇、新大 陆、小商品城、新国都等均盘中走强； 午后存储概念迎来短暂脉冲，大为股份涨停（炸），江波龙、德明利、佰维存储、朗科科技等集体跟涨； 此外，核污染防治、航运、农药等均有强势表现，IP经济、足球、医药等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.04%、0.12%、0.36%，市场整体涨跌互半。 2、脑机接口 昨晚一只中概股突然火了。 脑再生科技昨日盘中一度大涨超400%，最终收涨283%。 按照收盘价来看，脑再生科技年内涨幅超500倍，年内最大涨幅达800倍，从去年最低点算起来最大涨幅达1000倍！ ...