Workflow
脑机接口
icon
Search documents
从实验室走向真实需求 对话强脑科技创始团队成员张胜男:非侵入式脑机接口已在多场景落地
Mei Ri Jing Ji Xin Wen· 2025-06-17 12:10
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]
创新药、新消费调整,明天这些方向或接棒领涨!
Sou Hu Cai Jing· 2025-06-17 11:58
Market Overview - A-shares and Hong Kong stocks exhibited a narrow fluctuation pattern, with market sentiment remaining resilient amid sector rotation [1] - A-share indices showed slight declines, with the Shanghai Composite Index down 0.04% to 3387.4 points, while the Shenzhen Component and ChiNext Index fell by 0.12% and 0.36% respectively [1] - Hong Kong's Hang Seng Index decreased by 0.34% to 23980.30 points, with a total market turnover dropping to 202.1 billion HKD [1] Sector Performance - In the A-share market, sectors such as stablecoins, oil and gas, brain-computer interfaces, and solid-state batteries showed active performance, particularly the brain-computer interface concept which surged over 283% in related US stocks [2] - The stablecoin concept gained traction due to anticipated policy announcements in Hong Kong, while the solid-state battery sector was catalyzed by an upcoming industry forum [2] - Conversely, sectors like innovative drugs, IP economy, and pharmaceuticals faced notable adjustments, with the innovative drug sector reaching a historical high in trading congestion [2] - In the Hong Kong market, pharmaceutical and new consumption stocks experienced significant declines, with the pharmaceutical sector showing marked internal differentiation [2] Driving Factors - The structural market dynamics in A-shares are influenced by three main factors: external market sentiment, policy and event catalysts, and a shift in funds seeking opportunities in technology sectors [3] - A-share sectors such as coal, utilities, and oil and gas saw gains exceeding 0.5%, while pharmaceuticals and beauty care sectors dropped over 0.6% [3] - In the Hong Kong market, sectors like comprehensive enterprises and industrials showed positive performance, while healthcare and energy sectors faced notable declines [3] Future Outlook - The macroeconomic environment and policy developments are critical variables for market direction, with stable growth in industrial output and consumption providing fundamental support [4] - The market is expected to continue its oscillating trend, with high-position themes like innovative drugs and new consumption facing increased volatility [4] - Key areas for mid-term investment focus include AI computing power, solid-state batteries, and commercial aerospace, as these sectors are viewed as having significant potential [4] - The evolution of core issues such as Federal Reserve policy shifts and the stabilization of the domestic real estate market will play a crucial role in determining market direction [4]
揭秘涨停 | 脑机接口板块多股涨停
Zheng Quan Shi Bao· 2025-06-17 11:51
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 ...
帮主郑重:6月17日A股涨停股暗藏这些投资密码
Sou Hu Cai Jing· 2025-06-17 11:47
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 ...
A股脑机接口板块周二逆势大涨
Zhong Guo Xin Wen Wang· 2025-06-17 10:35
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 ...
A股五张图:看到千倍股,才知道想象力有多么匮乏
Xuan Gu Bao· 2025-06-17 10:34
Market Overview - The market experienced slight declines, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index falling by 0.04%, 0.12%, and 0.36% respectively, indicating a mixed performance overall [4] - Various sectors showed volatility, with significant movements in the brain-computer interface and oil service sectors, while some concepts like stablecoins also saw localized strength [3][16] Brain-Computer Interface - A notable surge was observed in the stock of Brain Rebirth Technology, which saw an intraday increase of over 400%, ultimately closing up 283%, marking a year-to-date increase of over 500 times [6][7] - The surge was attributed to unverified reports of FDA approval for a new neural control chip and collaboration with Mayo Clinic for Parkinson's disease research, although no official announcements were made by the company [7][8] - The brain science sector overall saw a rise of 4.83%, with several companies like Innovation Medical and Aipeng Medical hitting daily limits [12][13] Stablecoins - The digital currency sector, particularly stablecoins, showed localized strength with stocks like Xiexin Energy and Hengbao shares achieving consecutive daily limits [16][17] - The digital currency concept index rose by 1.3%, contrasting with declines in other sectors, indicating resilience in this area [17] Consumer Electronics - The consumer electronics sector experienced minor fluctuations, with companies like Jierong Technology and Beilong Precision seeing significant gains [20] - The sector's movements were partly attributed to recent clarifications regarding subsidy policies, which may influence market dynamics [21][22] North Exchange Market - The North Exchange market has seen heightened speculative activity, with stocks like Beiyikang and Keli Co. experiencing substantial price movements [26][27] - However, the volatility also poses risks, as evidenced by the sharp decline of ST Guangdao, which faced a 30% drop due to potential delisting concerns [30]
“最牛赛道”突然跳水,什么情况?
证券时报· 2025-06-17 10:05
Market Overview - The A-share market experienced narrow fluctuations with the three major indices closing slightly lower. The Shanghai Composite Index fell by 0.04% to 3387.4 points, the Shenzhen Component Index decreased by 0.12% to 10151.43 points, and the ChiNext Index dropped by 0.36% to 2049.94 points. The STAR Market 50 Index declined by 0.8% [1] - The total trading volume in the Shanghai and Shenzhen markets was 12.373 billion yuan, showing a slight decrease compared to the previous day [1] Key Sector Movements Innovative Drug Sector - The innovative drug sector saw a significant decline, with notable stocks such as Kexing Pharmaceutical dropping nearly 12% and Yipin Hong falling over 10% [1][18] - The sector's trading congestion reached a high level, indicating an overheated market, with trading congestion at 3.9% as of June 13, 2023, which is at the 97.7% percentile level [20] Brain-Computer Interface (BCI) Sector - The brain-computer interface concept surged, with stocks like Beiyikang hitting a 30% limit up, and both Beilu Pharmaceutical and Aipeng Medical rising by 20% [4][6] - A significant milestone was achieved with China's first invasive brain-machine interface clinical trial, marking the country as the second globally to enter this stage after the United States [6][7] Shipping Sector - The shipping sector showed strong performance, with stocks like China Merchants Energy and Phoenix Shipping hitting the daily limit up [8][11] - The potential geopolitical tensions regarding the Strait of Hormuz could impact oil supply and increase shipping demand, as this strait accounts for approximately 27% of global oil transportation [11] AI Glasses Sector - The AI glasses sector experienced a strong rally, with stocks like Weida Optoelectronics rising over 10% and Yingpais hitting the daily limit up [12][13] - The smart glasses market is witnessing explosive growth, with sales volume increasing over 800% year-on-year, and projections indicate that global shipments will reach 12.8 million units by 2025, with China leading the market [15][16]
【每日收评】三大指数均小幅收跌,脑机接口、油气股逆势活跃,创新药集体调整
Xin Lang Cai Jing· 2025-06-17 08:55
智通财经6月17日讯,市场全天震荡调整,三大指数小幅下跌。沪深两市全天成交额1.21万亿,较上个交易日缩量78.7亿。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。从板块来看,脑机接口概念股集体大涨,爱朋医疗等涨停。油气股再度活跃,准油股份3连板。核污染防治概念股震 荡走强,中核科技涨停。下跌方面,创新药概念股冲高回落,科兴制药跌超10%。截至收盘,沪指跌0.04%,深成指跌0.12%,创业板指跌0.36%。 板块方面 板块上,脑机接口概念全天领涨,倍益康、爱朋医疗、创新医疗、南京熊猫等个股涨停。 消息面上,近日,我国首例侵入式脑机接口的前瞻性临床试验成功开展,标志着中国在侵入式脑机接口技术上成为继美国之后,全球第二个进入临床试验阶 段的国家。另一方面,在美上市的中概股公司脑再生科技股价暴涨283%,收盘报60美元/股,创出历史新高,市值突破296亿美元。 太平洋证券发布研报称,脑机接口技术近年来从实验室研究大步迈向市场应用,展现出蓬勃发展态势。在医疗领域,其应用前景极为广阔,据估算,2030- 2040年间全球脑机接口医疗应用潜在市场规模可达400亿-1450亿美元。不过需注意的是, ...
暴涨、熔断!年内涨超50倍,股民直呼“我看不懂,大为震撼”泡泡玛特领跌,新消费三姐妹惨烈杀跌,是调整还是转折?
雪球· 2025-06-17 08:30
今日A股三大指数小幅下跌,截至收盘,沪指跌0.04%报3387点,深证成指跌0.12%,创业板指跌0.36%。 全天成交1.24万亿元,较前一交易日缩量 64亿元。 板块方面,脑机接口、油气、电池、核污染防治等板块涨幅居前,游戏、创新药、美容护理、IP经济等板块跌幅居前。 | < | 倍盗康 ··· Q | | --- | --- | | 870199 已收盘 06-17 15:34:55 北京 | | | 3125人加自选(一) > | | | 41.86 +9.66 +30.00% | CN 融 L1 | | 高 41.86 开 39.00 量 91575.00手 总市值 28.51亿 。 | | | . 低 38.50 换 24.62% 额 3.73亿 | 市盈TTM -- | 五日 分时 日K 月K 李K 年K 分钟 · 周K 均价:40.76 最新:41.86 +9.66 +30.00% | 86 | | 30.00% 卖5 | | | 0 | | --- | --- | --- | --- | --- | --- | | | | 英4 | | | 0 | | | | 卖3 | -- | | 0 | ...
帮主郑重收评:创业板小跌别慌,脑机接口这把火为啥烧起来了?
Sou Hu Cai Jing· 2025-06-17 08:11
各位朋友下午好,这里是帮主郑重的收评时间。今天A股又走了个震荡行情,三大指数里创业板跌得稍多点,收盘跌了0.36%,沪指和深成指就小幅调整, 差不多是意思意思跌了一丢丢。全市场成交额1.2万亿出头,比昨天稍微缩了点量,不过个股表现挺热闹——近3000只股票飘绿,估计不少朋友看着账户又 有点小纠结。 最后跟大伙儿唠唠我这中长线的看法。现在市场就是典型的结构性行情,板块轮动快得像翻书,今天涨的明天不一定咋样。这种时候咱更得沉住气,别被短 期波动带节奏。尤其是中长线投资,得盯着那些业绩能扛、逻辑硬的方向,像科技成长里真有技术的公司,或者消费里需求慢慢回暖的领域,都值得多琢 磨。至于脑机接口这种热点,想参与也得先搞明白逻辑,别当最后接盘的那位。 行啦,今天的收评就聊到这儿。市场每天都有新故事,咱慢慢捋逻辑、看本质,中长线的钱得赚明白钱。记得关注帮主,每天收盘后咱一起拆解市场密码。 咱先说说今天最亮眼的崽——脑机接口概念。这板块今天简直是"开机即巅峰",爱朋医疗、南京熊猫、创新医疗这些票直接涨停封板,荣泰健康也跟着冲上 涨停板。好多朋友可能纳闷,这脑机接口咋突然就火了?其实啊,最近圈里都在聊政策面的支持,还有些技术突破 ...