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两连板麦澜德称在脑机接口领域的产品尚处于研发及市场培育期
Bei Jing Shang Bao· 2026-01-06 13:01
北京商报讯1月6日晚间,麦澜德(688273)发布股票交易异常波动公告称,截至目前,公司在脑机接口 领域的产品尚处于研发及市场培育期,尚未实现规模化销售,暂未对公司业绩产生重大影响。技术路线 上,公司主要聚焦于非侵入式脑机接口技术的研发和产品化,与当前国际主流的侵入式脑机接口存在显 著技术路径差异。 交易行情显示,麦澜德于1月5日—6日连续两个交易日"20CM"涨停,截至1月6日收盘,麦澜德报61.22 元/股。 (文章来源:北京商报) ...
脑机接口概念股持续上演涨停潮:关注该板块低位潜力品种
Xin Lang Cai Jing· 2026-01-06 12:26
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! 来源:财富投资网 摘要:脑机接口概念股持续上演涨停潮:连续两天涨停的个股家数高达20只。因此,投资参股脑机接口 企业的相关上市公司值得关注。 周二A股市场几大指数全面强势上扬,尤其是连续第13个交易日收阳线的上证指数再度创下十年来的新 高,市场整体的成交量在元旦节后呈现明显放大的趋势,表明A股市场经过了前一阶段的整固和蓄势, 在开年后已经进入了新的一轮健康稳步上升的周期中!从市场热点来看,周一已经进入全面大爆发阶段 的脑机接口概念在周二的市场人气热度继续发酵,创新医疗(002173)、岩山科技(002195)、三博脑 科(301293)、美好医疗(301363)、南京熊猫(600775)这几只脑机接口概念股已经连续两个交易日 股价封"一"字涨停板,其它在周二封"一"字板涨停的脑机接口概念股还包括普力特(002324)、国际医 学(000516)、塞力医疗(603716)、倍益康(920199)和嘉事堂(002462),另外还有翔宇医疗 (688626)、爱朋医疗(300753)、熵基科技(301330)、伟思医疗(688580)、谱尼测 ...
中国脑机接口公司,完成行业内世界第二大规模融资
财联社· 2026-01-06 12:23
今日, 被称作"杭州六小龙"之一的强脑科技被曝完成约20亿元融资,为脑机接口领域除马斯克旗下的Neuralink以外世界第二大规模融资。 以下文章来源于科创日报 ,作者张真 科创日报 . 科创圈都在关注的主流媒体,上海报业集团主管主办,《科创板日报》出品。 可孚医疗在互动平台表示,公司非常关注并看好脑机接口赛道,所以在早期以战略投资的方式进行布局。2025年底,公司投资力 之智能,持股比例12.45%。该公司致力于非侵入式脑机接口机器人等产品研发,未来有望与公司康复辅具类、呼吸支持类产品实现 战略协同。 开源证券1月6日研报表示,考虑到脑机接口目前处于商业化起步阶段,当前市场主要以主题投资风格为主,建议关注美股映射机遇和侵入式 脑机临床试验进度。从产业趋势上看,建议侵入式和非侵入式参考不同的标准,部分临床进展较快,神经调控等产品已经获批,非侵入式产 品商业化路径明确,规模化收入潜力可期。此外在软件、硬件(电极、芯片)及实验材料和设备(脑膜、DSA等)方面的脑机接口标的具有 稀缺性。 据悉,此次投资人阵容强大,包括著名投资机构IDG、由英特尔CEO陈立武创 立的华登国际,"果链"巨头蓝思科技、领益智造,战略投资 ...
强脑科技完成20亿元融资
Bei Jing Shang Bao· 2026-01-06 12:21
北京商报讯(记者魏蔚)1月6日,有报道称,脑机接口企业强脑科技已完成约20亿元融资,投资方包括 IDG、华登国际、蓝思科技(300433)、领益智造(002600),战略投资方韦尔股份、润泽科技 (300442)等。强脑科技成立于2018年,与DeepSeek,宇树科技,黑神话悟空等科技企业并称为"杭州 六小龙"。 ...
氪星晚报|国产AI芯片公司太初元碁获评国家高新技术企业;脑机接口“独角兽”强脑科技完成20亿元融资;2026年全国广播电视工作会议:推动微短剧精品化发展
3 6 Ke· 2026-01-06 12:07
Group 1: Company News - WeChat's official statement denies the existence of any new account suspension rules, labeling rumors about "Tencent WeChat new regulations" as false [1] - Taichu Yuanqi, a domestic AI chip company, has been recognized as a national high-tech enterprise by Jiangsu Province [2] - Alibaba's AI model, DAMO PANDA, has been reported to effectively assist in early screening of pancreatic cancer, having analyzed over 180,000 CT scans [3] - Weimob Group has announced a strategic cooperation with Alibaba's Taobao Flash Purchase to enhance local retail digitalization [4] - YHLO has signed a strategic cooperation framework agreement with Brain Machine Starlink to develop brain-computer interface products [5] - T3 Mobility has successfully migrated its entire business to Tencent Cloud, marking the largest and most complex cloud migration in the industry [6] Group 2: Investment and Financing - Qiang Brain Technology, a brain-computer interface "unicorn," has completed approximately 2 billion RMB in financing, making it the second-largest financing in the field after Neuralink [7] Group 3: Product Launches - Qianli Zhijia and Geely jointly launched a new advanced driving assistance brand, G-ASD, at CES 2026 [8] - XGIMI unveiled its AI glasses brand, MemoMind, at CES, with over 1.5 billion RMB invested in R&D since its listing [9] Group 4: Industry Insights - AMD's CEO, Lisa Su, predicts that the AI industry will grow to over 5 billion daily users within five years [10] - The National Data Bureau plans to introduce over 30 national standards in the data field by 2026, focusing on emerging areas [10] - The State Administration of Foreign Exchange aims to optimize trade foreign exchange management and expand high-level cross-border trade pilot programs [10]
今日财经要闻TOP10|2026年1月6日
Xin Lang Cai Jing· 2026-01-06 11:39
1、商务部:禁止所有两用物项对日本军事用户、军事用途,以及一切有助于提升日本军事实力的其他 最终用户用途出口 根据《中华人民共和国出口管制法》等法律法规有关规定,为维护国家安全和利益、履行防扩散等 国际义务,决定加强两用物项对日本出口管制。现将有关事项公告如下:禁止所有两用物项对日本军事 用户、军事用途,以及一切有助于提升日本军事实力的其他最终用户用途出口。任何国家和地区的组织 和个人,违反上述规定,将原产于中华人民共和国的相关两用物项转移或提供给日本的组织和个人,将 依法追究法律责任。本公告自公布之日起正式实施。 2、上证指数创史上最长连阳纪录 1月6日,上证指数再度收出阳线,实现日线13连阳。值得注意的是,在今天再度收出阳线后,上证 指数已创出史上最长连阳纪录。 3、"无意开战" 内塔尼亚胡据悉通过普京向伊朗传递信息 据以色列公共广播公司报道,外交消息人士透露,以色列总理内塔尼亚胡向伊朗传达了这样一个信 息:以色列目前无意使局势进一步恶化,也不打算攻击伊朗。该消息是在最近几周通过俄罗斯总统普京 传达的。据报道,内塔尼亚胡与普京多次通电话。报道还指出,以色列方面担心伊朗误判形势,认为以 色列可能即将发动攻击 ...
亚辉龙与脑机星链签署战略合作框架协议
Bei Jing Shang Bao· 2026-01-06 11:28
北京商报讯(记者 丁宁)1月6日晚间,亚辉龙(688575)发布公告称,公司于近日与深圳脑机星链科 技有限公司(以下简称"脑机星链")签署了《战略合作框架协议》,双方共同达成战略合作,通过整合 脑机接口技术与临床和市场资源,共同开发脑机接口相关在研产品及推进后续市场拓展及推广,提升在 中枢神经疾病等领域诊疗技术水平。 亚辉龙表示,脑机星链是一家以人工智能为核心驱动力,深耕非侵入式与侵入式双技术路径的脑机接口 领域企业,通过脑机接口应用平台(神经解码软件、超柔性多通道电极、应用芯片)与神经调控技术深度 结合,加速阿尔茨海默症、孤独症、抑郁症、脑疾病神经类疾病检测与诊断产品落地,形成横跨硬件终 端、算法模型与云端服务的三位一体架构。目前已开发有脑电采集分析仪、脑机接口助眠仪、脑机接口 睡眠监测仪、迷走神机刺激仪等产品。本次战略合作,将结合双方的优势,有利于提升公司在中枢神经 疾病等领域竞争力以及拓展公司在脑机接口相关领域的战略布局,符合公司长远发展战略和全体股东的 利益。 ...
万亿蓝海!脑机接口概念继续发酵,医疗ETF(512170)暴涨5.29%后再涨逾1%!三博脑科、美好医疗20CM连板
Xin Lang Cai Jing· 2026-01-06 11:22
Core Viewpoint - The medical sector is experiencing significant activity, particularly driven by advancements in brain-computer interface (BCI) technology, which is attracting investor interest and leading to substantial market movements in related stocks and ETFs [3][10][11]. Market Performance - On January 6, 2026, the largest medical ETF (512170) saw a recovery, closing up 1.12% with a total trading volume of 1.017 billion yuan, marking two consecutive days of trading over 1 billion yuan [1][8]. - The ETF's index, which includes 12 related concept stocks, has a combined weight exceeding 36%, indicating strong sector representation [11][13]. Stock Highlights - Brain-computer interface stocks, such as Sanbo Brain Science and Meihua Medical, reached their daily limit up, while stocks like Yingke Medical and Hejing Biological experienced declines [1][8]. - The BCI sector is expected to see increased valuations for related listed companies, potentially boosting market financing and capital development [3][10]. Technological Advancements - A recent breakthrough in BCI technology was reported by Fudan University Huashan Hospital, which successfully completed the first clinical trial of a fully implanted, wireless, and functional BCI product [3][10]. - The BCI technology is positioned as a key area of investment, with potential applications in disease treatment and long-term enhancements for humans, opening up a market space worth trillions [10][11]. Investment Insights - According to CITIC Construction Investment, the current valuation of the medical index is 34.28 times, which is below the 70% threshold of the past decade, suggesting a favorable investment opportunity [4][11]. - The medical ETF (512170) is recognized as an efficient tool for accessing core medical assets, with a total size exceeding 26.4 billion yuan, making it the largest medical ETF in the market [6][13].
多点开花,科创50指数涨近2%,科创50ETF易方达(588080)等产品受市场关注
Sou Hu Cai Jing· 2026-01-06 11:20
Group 1 - The core viewpoint of the news highlights a significant rise in technology-related stocks, particularly in commercial aerospace, brain-computer interface concepts, photovoltaic, chips, and semiconductor sectors, with the STAR Market indices showing positive performance [1] - The STAR 50 Index increased by 1.8%, while the STAR 100 Index and STAR Composite Index both rose by 1.5%, and the STAR Growth Index saw a 0.7% increase [1] - According to Wind data, the E Fund STAR 50 ETF (588080) experienced a net inflow of nearly 300 million yuan over two consecutive trading days [1] Group 2 - China Galaxy Securities anticipates that the reform policy expectations will strengthen in the first year of the 14th Five-Year Plan, with factors such as the upward trend of the RMB exchange rate supporting liquidity and boosting market confidence [1] - The report emphasizes the importance of focusing on technology leaders with performance realization capabilities under the logic of profit recovery [1]
【研选行业】AI驱动+海外限制再收紧,国内晶圆厂加速“国产替代”,这些设备厂商核心受益
第一财经· 2026-01-06 11:06
Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities, particularly in emerging fields like brain-computer interfaces [1] - Neuralink, led by Elon Musk, is set to begin large-scale production of brain-computer interface devices in 2026, marking a significant milestone in the integration of life sciences and information technology [1] - The brain-computer interface sector is experiencing rapid technological advancements and policy support, with expectations for commercialization to expand into AI applications and robotics by 2026 [1] Group 2 - The article highlights five key focus areas for investment as the humanoid robot sector approaches critical production milestones, with supply chains becoming more consolidated [2] - The AI wave is driving significant increases in storage prices, with DRAM prices soaring by 171.8%, while domestic wafer manufacturers are accelerating "domestic substitution" in response to tightening overseas restrictions [2] - New policies in Guangdong are encouraging insurance capital to enter the market, providing a dual boost to insurance stocks through asset and liability management [2] - A major state-owned enterprise has invested 1 billion in Thunderbird Innovation, signaling an imminent explosion in the AI glasses sector [2]