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A股午评:创业板指半日涨近1%,军工板块再度大涨
news flash· 2025-06-30 03:34
Market Overview - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.2%, the Shenzhen Component Index up 0.54%, and the ChiNext Index up 0.93% [1] - The total market turnover reached 932.6 billion yuan, a decrease of 81.1 billion yuan compared to the previous day, with over 3,500 stocks rising [1] Sector Performance - The gaming, military, brain-computer interface, and photolithography concept stocks led the gains, while the banking, securities, and dairy sectors experienced declines [3] - Notable stocks in the military sector included Hengyu Xintong (300965), Chenxi Aviation (300581), and Zhongbing Hongjian (000519), all of which hit the daily limit [3] - The gaming sector saw significant increases with Kaiying Network (002517) and Giant Network (002558) both reaching the daily limit [3] - Photolithography concept stocks were active, with Blue Eagle Equipment (300293) hitting the daily limit, along with Kaimete Gas (002549) and Zhongci Electronics (003031) [3] - The innovative drug sector rebounded, with Zhaoyan New Drug (603127) also hitting the daily limit [3] - The banking and securities sectors faced early declines, with Guosheng Jinkong (002670) dropping over 5% [3] Hot Stocks - The strongest sectors included new energy vehicles, military, and specialized innovative companies, with multiple stocks hitting daily limits [8][9][10] - In the new energy vehicle sector, 16 stocks reached the daily limit, with the highest consecutive limit being 9 days [8] - The military sector had 14 stocks hitting the daily limit, with the highest consecutive limit also being 9 days [9] - The specialized innovative sector had 13 stocks hitting the daily limit, with a maximum of 3 consecutive limits [10] Sector Insights - The military equipment sector is expected to benefit from increasing global military trade demand and domestic military modernization efforts, potentially leading to a dual boost in fundamentals and industry valuations [12] - The gaming sector is supported by a record number of game approvals, indicating regulatory support for healthy industry development [13] - The brain-computer interface sector is gaining attention due to advancements from Neuralink, with significant usage data reported from trial participants [14] - The digital currency sector is poised for growth as Hong Kong aims to enhance cross-border payment efficiency through stablecoins, with new regulations set to take effect [15]
A股,重大调整!
天天基金网· 2025-06-30 03:30
6月27日,沪深交易所就调整主板风险警示股票价格涨跌幅限制比例及有关事项公开征求意见,拟将主 板风险警示股票价格涨跌幅限制比例由5%调整为10%,与主板其他股票保持一致。 但投资者应当注意,涨跌幅限制调整后股票日内可波动空间更大,投资者需充分了解风险警示制度、风 险警示股票交易规定和被实施风险警示上市公司的基本面情况,特别关注相关提示性公告,根据自身财 务状况、风险承受能力等,审慎考虑是否买入风险警示股票,避免遭受损失。 重要的消息有哪些 近日,美方官员称,正在加紧推进与有关经济体谈判,有望在7月9日"对等关税"90天暂停期结束前与部 分国家达成贸易协议。对于未达成协议的国家,可能单方面设定关税税率。商务部对此表示,中方坚决反 对任何一方以牺牲中方利益为代价达成交易,换取所谓关税减免。如果出现这种情况,中方绝不接受,将 坚决予以反制,维护自身正当权益。 中国人民银行货币政策委员会2025年第二季度例会于6月23日召开。会议提出,要实施好适度宽松的货 币政策,加强逆周期调节;加力支持科技创新、提振消费,探索常态化的制度安排维护资本市场稳定;把 做强国内大循环摆到更加突出的位置。 重要消息 海关总署发布公告,在持 ...
今日投资参考:AMC积极参股银行 暑期档票房有望大幅增长
Market Overview - The Shanghai Composite Index fell by 0.7% to 3424.23 points, while the Shenzhen Component Index rose by 0.34% to 10378.55 points, and the ChiNext Index increased by 0.47% to 2124.34 points, indicating mixed market performance [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 15,759 billion yuan, a decrease of 476 billion yuan from the previous day [1] Banking Sector Insights - Several listed banks have received investments from Asset Management Companies (AMCs) in 2023, which significantly contributes to current and future profits for AMCs [2] - The banking sector has shown strong performance over the past two years, but recent trends indicate a divergence in market expectations regarding future performance [2] - Citic Securities suggests that despite short-term volatility in bank stocks, the long-term outlook remains positive due to the potential for asset revaluation and the support from long-term funds [2] Craft Beer Industry Trends - The craft beer industry is experiencing significant growth as consumer preferences shift towards higher quality and personalized products, moving away from industrial beer [3] - The demand for craft beer is expanding, with notable business models emerging, such as standardized store expansions and franchise models [3] - Major beer manufacturers are increasingly acquiring quality craft beer brands, indicating a strategic interest in the craft beer market [3] Summer Box Office Projections - As of June 28, 2025 summer box office revenue has surpassed 1.7 billion yuan, with expectations for recovery as students enter their summer break and major films are released in July and August [4] - The low base effect from the previous year's summer box office performance is expected to support growth in 2025 [4] - The upcoming release of significant domestic films is anticipated to drive a surge in box office revenue [4] Regulatory Changes in Stock Market - The Shanghai and Shenzhen Stock Exchanges are proposing to adjust the price fluctuation limit for risk-warning stocks from 5% to 10%, aligning it with other stocks on the main board [5] - This change aims to improve pricing efficiency and maintain market order, particularly benefiting small and medium investors [5][6]
马斯克脑机接口新进展引爆A股,创新医疗涨停多股大涨超10%
Jin Rong Jie· 2025-06-30 03:23
6月30日,脑机接口概念股出现震荡拉升。创新医疗强势涨停,爱朋医疗、翔宇医疗、倍益康等多只个 股涨幅超过10%。南京熊猫、荣泰健康、三博脑科、诚益通等相关标的涨幅均超过5%。 马斯克在展示中特别提到了与特斯拉人形机器人Optimus的结合。脊髓损伤患者Alex未来将连接Optimus 机械手。这将实现更复杂的操作功能。马斯克表示,未来人们有可能通过Neuralink完全控制Optimus的 身体。 Neuralink目前研发三款主要产品。"心灵感应"针对脊髓损伤、中风等运动障碍患者。"盲视"致力于帮助 视障者恢复视觉感知。"深入"神经调节产品面向神经调节障碍、精神疾病及神经痛患者。 脑机接口技术被誉为"21世纪最具颠覆性的技术"。2023年至2024年,全球脑机接口领域迎来关键突破。 Neuralink获得FDA批准开展人体临床试验。中国"北脑一号"完成首例无线植入手术。这些里程碑事件标 志着脑机接口技术正从实验室快速走向商业化应用。 在相关上市公司中,创新医疗参股的博灵脑机专注脑机接口技术。博灵脑机C端产品已进入批量生产阶 段,预计将于2025年陆续实现上市销售。荣泰健康与傲意科技共建了"脑机交互联合实验室 ...
全国首个脑机接口未来产业集聚区“脑智天地”启动建设;特斯拉北美首座磷酸铁锂电池工厂即将完工丨智能制造日报
创业邦· 2025-06-30 02:58
1. 【特斯拉北美首座磷酸铁锂电池工厂即将完工】特斯拉北美首座磷酸铁锂电池工厂将完工,位于美 国内华达州。此前还公布专利与专家合作优化性能,磷酸铁锂电池优点多,应用前景广。(IT之家) 2. 【星动纪元陈建宇:今年已经累积出货超过200台产品】6月28日,在2025华映资本年度大会 上,星动纪元创始人陈建宇介绍,今年已经累积出货超过200台产品,目前全球市值前十的科技公司 中有9家是客户。星动纪元是研发通用型人形机器人和机器人通用大脑的公司,目前有两款旗舰版的 人形机器人产品。(新京报) 3. 【特朗普T1手机被悄悄撤下美国制造标签】最近,特朗普集团高调进军手机市场,推出一款售价 499美元(将近3600元人民币)的智能手机,宣称这款手机由"美国制造"。不过,手机在6月中旬一 经发布,美国媒体纷纷质疑。美国唯一本土手机制造商Purism的CEO托德·韦弗毫不留情地戳破了特 朗普集团的所谓"美国制造"的谎言,称该手机是由一家中国公司生产。本周,美国媒体发现,特朗普 集团已经悄悄"改口",在官方售卖网站上删掉了"美国制造"的描述,称这款手机拥有"令美国人自豪 的设计",并且"在美国本土诞生"。(央视财经) 4.【 ...
脑机接口概念走高,际华集团两连板,翔宇医疗涨约10%
Group 1 - The core viewpoint of the articles highlights the significant advancements in brain-computer interface (BCI) technology, particularly through Neuralink's recent demonstrations, which have led to a surge in related stock prices for companies in the sector [1][2] - Neuralink has successfully implanted its N1 brain-computer interface in 7 patients, including 4 with spinal cord injuries and 3 with amyotrophic lateral sclerosis (ALS), enabling them to control computers using their thoughts [1] - The market for BCI technology is projected to grow significantly, with an estimated additional market space of approximately $10 billion globally over the next decade, and the potential for China's market to exceed 100 billion yuan [2] Group 2 - Non-invasive brain-computer interfaces currently dominate the market, accounting for 86% of the total market share, while invasive interfaces present significant potential due to high barriers to entry [2] - The ongoing clinical trials in the BCI field are expected to validate the feasibility of technology paths and optimize core performance indicators, thereby reducing technical risks and laying a solid foundation for large-scale commercialization [2] - The investment cycle for BCI technology is suggested to be divided into three stages: the implementation of BCI devices in medical scenarios, the expansion into consumer scenarios, and the development of downstream application scenarios [2]
马斯克畅想脑机接口:明年让盲人复明
财联社· 2025-06-30 02:23
以下文章来源于创业板观察 ,作者宋子乔 创业板观察 . 创业板观察致力于发布深交所创业板的市场发展、政策变化、监管导向、上市企业动态等的及时信息, 提供有价值的市场资讯。 当地时间6月27日,马斯克带领Neuralink 脑机接口团队举行了一场持续1小时的发布会,展 示了最新进展以及三年路线图。 据介绍,目前Neuralink的受试者已经达到7人, 其中涵盖4名脊髓损伤患者与3名肌萎缩侧索 硬化症(ALS)患者,受试者们平均每周使用设备时长约50小时,峰值超100小时,几乎只要 是清醒的时间都在用。 通过Neuralink的"心灵感应"(Telepathy)产品,他们能够通过脑信号控制玩《马里奥赛 车》《使命召唤》等游戏,甚至用意念操控机械臂写字,与外界重新建立交互。 Neuralink目前已形成三大产品线(如下),受试者使用时长延长是脑机接口技术从实验室概 念迈向临床实用化的关键跨越。 心灵感应(Telepathy): 针对运动障碍患者,64通道设备已实现意念操控电子设 备与机械臂,Alex案例中展现的特斯拉机械手协同操控,标志着其技术已触及神经 假肢的实用化临界点; 2026年:将电极通道/数量增加到30 ...
脑机接口概念股震荡拉升 创新医疗涨停
news flash· 2025-06-30 02:02
脑机接口概念股震荡拉升 创新医疗涨停 智通财经6月30日电,创新医疗涨停,爱朋医疗、翔宇医疗、倍益康涨超10%,南京熊猫、荣泰健康、 三博脑科、诚益通等涨超5%。消息面上,马斯克旗下脑机接口公司Neuralink发布了一段长达一小时的 视频,展示了他们最新的研究成果及产品发展方向。据介绍,目前Neuralink的受试者已经达到7人。马 斯克表示,未来人们有可能通过Neuralink来完全控制Optimus的身体。 ...
港股脑机接口概念股走强 南京熊猫电子股份涨近9%
news flash· 2025-06-30 01:31
截至发稿, 南京熊猫电子股份(00553.HK)涨8.87%、 微创脑科学(02717.HK)涨4.72%。消息方面,当地 时间6月27日,马斯克旗下 脑机接口公司Neuralink发布了一段长达一小时的视频,展示了他们最新的研 究成果及产品发展方向。据介绍,目前Neuralink的受试者已经达到7人,其中涵盖4名脊髓损伤患者与3 名肌萎缩侧索硬化症(ALS)患者。这些受试者正在高频使用相关设备,数据显示平均每周使用时长约 50小时,峰值更超100小时。 ...
A股脑机接口板块高开,际华集团涨停,爱朋医疗涨超7%,创新医疗、南京熊猫、三博脑科等跟涨。
news flash· 2025-06-30 01:30
A股脑机接口板块高开,际华集团涨停,爱朋医疗涨超7%,创新医疗、南京熊猫、三博脑科等跟涨。 ...