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 ...

Core Viewpoint - The market experienced slight fluctuations with all three major indices closing down, indicating a collective downturn in sectors such as innovative pharmaceuticals and new consumption [1][2][9]. Market Performance - On June 17, the market saw a narrow range of fluctuations, with the Shanghai Composite Index down by 0.04%, the Shenzhen Component down by 0.12%, and the ChiNext Index down by 0.36% [2]. - A total of 2,250 stocks rose, with 61 hitting the daily limit up, while 2,921 stocks fell [3][4]. - The total trading volume reached 12,371.36 billion, with a total of 100,014.4 million shares traded [4]. Sector Highlights - Brain-computer interface concept stocks showed strong performance, with companies like Aipeng Medical and Nanjing Panda hitting the daily limit up. A notable mention is a US-listed Chinese stock, which surged by 283%, reaching a market cap of 29.669 billion [5]. - Oil and gas stocks also saw significant gains, with companies like Tongyuan Petroleum and Shandong Molong achieving three consecutive limit ups. This was influenced by geopolitical tensions in the Strait of Hormuz, where three ships caught fire, impacting global oil prices [7]. Declines in Key Sectors - The innovative pharmaceutical sector and IP economy sector experienced a collective downturn, with several stocks showing significant declines [9][12]. - In the Hong Kong market, the innovative pharmaceutical sector also faced a sharp decline, with major companies like Heptares Therapeutics and Gilead Sciences dropping by over 10% [12][13]. Trading Conditions - The trading congestion in the innovative pharmaceutical sector reached a peak, accounting for nearly 4.8% of market trading volume, indicating a high level of investor interest [14]. - The new consumption sector also saw trading congestion levels above 7.2%, reflecting a similar trend of heightened trading activity [14]. - Analysts suggest that both the innovative pharmaceutical and new consumption sectors may have reached a phase of peak performance, driven by both strong fundamentals and investor sentiment [15].

2025.06.17 导读：脑机接口迎来新进展；机构看好房地产行情机会；解锁【第一财经智享会员】实时解读市场动 态，把握投资先机。 【第一财经智享会员专属】 行研精选 【今日速读】 精选行业研报，助您捕捉行业风口 【精选快读】 1、脑机接口迎来新进展，该技术正快速走向商业化应用 2、房地产市场继续朝止跌回稳方向迈进，机构看好7月中旬行情机会 消息上，据央视新闻，近日，中国科学院脑科学与智能技术卓越创新中心联合复旦大学附属华山医院， 与相关企业合作，成功开展了我国首例侵入式脑机接口的前瞻性临床试验。该成果标志着我国在侵入式 脑机接口技术上成为全球第二个进入临床试验阶段的国家。 今年以来，药监局、医保局等多部门牵头，频频推出鼓励发展脑机接口技术、建立行业标准、加速临床 应用等多方面政策。今年2月，国家药监局批准《采用脑机接口技术的医疗器械用于人工智能算法的脑 电数据集质量要求与评价方法》医疗器械行业标准制修订项目立项；3月，国家医保局发布《神经系统 类医疗服务价格项目立项指南（试行）》，设立了"侵入式脑机接口置入费""侵入式脑机接口取出 费""非侵入式脑机接口适配费"等价格项目。 上海证券研报指出，脑机接口技术正 ...

Core Insights - The market saw a total of 46 stocks hitting the daily limit up, with 10 stocks classified as consecutive limit-up stocks, indicating a weakening short-term sentiment [1] - The advancement rate for consecutive limit-up stocks was reported at 29.41%, excluding ST and delisted stocks, with the highest consecutive limit-up height compressed to 3 [1] - Notable stocks such as Chuangcai Lawn, Beikang Technology, and Hars fell to the daily limit, while Yuanlong Yatu dropped over 8% [1] Group 1: Market Performance - A total of 46 stocks reached the daily limit up, with 10 classified as consecutive limit-up stocks [1] - The advancement rate for stocks moving from 2 to 3 consecutive limit-ups was 31%, with 5 out of 16 stocks achieving this [2] - The overall market sentiment showed a decline, compressing the limit-up height to 3 [1] Group 2: Sector Analysis - The oil and gas sector demonstrated unexpected resilience, with stocks like Zhun Oil Co., Shandong Molong, and Beiken Energy achieving 3 consecutive limit-ups [1] - Tongyuan Petroleum even reached a daily limit up with a 20% increase, marking 3 consecutive limit-ups [1] - The brain-computer interface sector experienced significant gains, with stocks like Beiyikang on the Beijing Stock Exchange hitting a 30% limit up and Aipeng Medical achieving a 20% limit up [1] Group 3: Notable Stocks - Stocks such as Huayang New Materials and Jihua Group showed strong performance, with Huayang New Materials achieving 4 limit-ups in 5 days and Jihua Group reaching 2 limit-ups in 3 days [2] - Other notable stocks included Xiexin Energy (Ant concept + stablecoin) and Shandong Molong (oil and gas) among those advancing to 3 consecutive limit-ups [2]

2025.06.17 导读 ： 脑机接口迎来新进展；机构看好房地产行情机会 ； 解锁【第一财经智享会 员】实时解读市场动态，把握投资先机。 【第一财经智享会员专属】 【 今 日 速 读 】 精选行业研报，助您捕捉行业风口 【精选快读】 1、脑机接口迎来新进展，该技术正快速走向商业化应用 2、房地产市场继续朝止跌回稳方向迈进，机构看好7月中旬行情机会 1、脑机接口迎来新进展，该技术正快速走向商业化应用 消息上，据央视新闻，近日，中国科学院脑科学与智能技术卓越创新中心联合复旦大学附属 华山医院，与相关企业合作，成功开展了我国首例侵入式脑机接口的前瞻性临床试验。该成 果标志着我国在侵入式脑机接口技术上成为全球第二个进入临床试验阶段的国家。 今 年 以 来 ， 药 监 局 、 医 保 局 等 多 部 门 牵 头 ， 频 频 推 出 鼓 励 发 展 脑 机 接 口 技 术 、 建 立 行 业 标 准、加速临床应用等多方面政策。今年2月，国家药监局批准《采用脑机接口技术的医疗器 械 用 于 人 工 智 能 算 法 的 脑 电 数 据 集 质 量 要 求 与 评 价 方 法 》 医 疗 器 械 行 业 标 准 制 修 订 ...

Market Overview - The Shanghai Composite Index closed down 0.04% at 3387.40, while the Shenzhen Component Index fell 0.12% to 10151.43, and the ChiNext Index decreased by 0.36% to 2049.94 [1][2]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.21 trillion yuan, with over 2900 stocks declining [2]. Sector Performance - Stablecoin concept stocks continued to perform well, with notable gains in oil and gas, shipping, brain-computer interface, and solid-state battery sectors. Conversely, innovative pharmaceuticals and IP economy sectors experienced significant pullbacks, while gold, AI applications, rare earth permanent magnets, and computing power themes weakened [3][4]. - Brain-computer interface stocks showed strong performance, with companies like Beiyikang and Aipeng Medical hitting their daily limit up of 30% and 20%, respectively [3]. Capital Flow - Main capital inflows were observed in the electric equipment, transportation, and oil and petrochemical sectors, while media, pharmaceutical, and automotive sectors saw net outflows [5]. - Specific stocks with net inflows included Rongfa Nuclear Power, Luxshare Precision, and Lakala, attracting 523 million yuan, 455 million yuan, and 411 million yuan, respectively [6]. - In contrast, stocks like Light Media, Yinzhijie, and Hengrui Medicine faced significant sell-offs, with outflows of 1.143 billion yuan, 591 million yuan, and 551 million yuan, respectively [7]. Institutional Insights - Guodu Securities noted improvements in multiple economic indicators in May, with a significant rebound in consumption growth. The market is experiencing structural opportunities amid a volatile index [8]. - CITIC Securities highlighted the unpredictable potential scale of the stablecoin market, suggesting a possibility of non-linear growth. The financial technology companies dominate the issuance side, while the usage scenarios in custody, trading, wealth management, and financing present vast opportunities [8].

Market Overview - The A-share market experienced slight declines, with the Shanghai Composite Index down 0.04% to 3387 points, the Shenzhen Component down 0.12%, and the ChiNext Index down 0.36% [1][2] - Total trading volume reached 1.24 trillion yuan, a decrease of 64 billion yuan from the previous trading day, with over 2900 stocks declining [1] Sector Performance - The brain-computer interface sector surged, with stocks like Aipeng Medical, Nanjing Panda, and Innovation Medical hitting the daily limit [2][4] - The oil and gas sector was active, with stocks such as Tongyuan Petroleum, Zhun Oil, and Beiken Energy also reaching the daily limit [2][6] - The shipping and port sector saw gains, with stocks like Phoenix Shipping hitting the daily limit [2][8] - The nuclear pollution prevention, battery, logistics, and digital currency sectors showed significant increases [2] Notable Stock Movements - Aipeng Medical, Nanjing Panda, and Innovation Medical all reached their daily limit, while Sanbo Brain Science rose by 8% [4] - In the oil and gas sector, Tongyuan Petroleum rose by 15.98%, Zhun Oil by 10.07%, and Beiken Energy by 10% [5] - The nuclear pollution prevention sector saw significant gains, with Jieqiang Equipment rising by over 16% and several other stocks hitting the daily limit [9] Declining Sectors - The weight-loss drug sector faced declines, with Kexing Pharmaceutical dropping over 10% [2][10] - The IP economy sector collectively adjusted, with stocks like Hars and Baixinglong falling over 5% [2][12] - The film and television sector also saw declines, with stocks like Ao Fei Entertainment and Light Media dropping significantly [2][11] Future Outlook - Analysts suggest that the market may enter a consolidation phase, with the index approaching the upper range of a fluctuation zone [15][16] - There is a focus on stable dividend and defensive assets such as military and precious metals, while mid-term attention is directed towards core assets represented by A50, consumption, and finance [16]

机构观点 巨丰投顾：周二市场震荡运行，脑机接口板块涨幅居前。陆家嘴论坛召开在即，政策利好预期将推动A 股市场进一步上行。短线可关注数字货币等题材，中线建议持续关注大消费、半导体、机器人等受益于 政策支撑的行业。 富荣基金：过往经验表明，中东地缘政治通常会通过影响大宗商品价格和通胀预期，间接对国内资本市 场产生作用，对市场偏短期的情绪造成压制。但从中期股价的历史复盘情况来看，中东地缘政治较少成 为影响A股方向性变化的关键因素，建议关注后续局势的发展动向。短期内上证指数已接近震荡区间的 上沿，市场的内在稳定性较弱，对利空消息会更为敏感。中期看好具备产业景气逻辑的新兴成长方向， 如AI、半导体、机器人等领域。行业重点关注：成长赛道，如AI应用、半导体、医药等板块；底部区 间有拐点预期的板块，如证券、电新、消费等。 新华财经北京6月17日电 （王媛媛）周二A股三大指数小幅下跌。截至收盘，沪指报3387.40点，跌 0.04%，成交4580亿元；深证成指报10151.43点，跌0.12%，成交7492亿元；创业板指报2049.94点，跌 0.36%，成交3730亿元。 板块方面，脑机接口、油气、电池、核污染防治等板块涨 ...

Core Viewpoint - The A-share market experienced slight declines across the three major indices, while the brain-computer interface concept stocks saw significant gains [1] Market Performance - The Shanghai Composite Index fell by 0.04% - The Shenzhen Component Index decreased by 0.12% - The ChiNext Index dropped by 0.36% [1] Sector Performance - Oil and gas stocks opened lower but rebounded - Stablecoin concepts became active again - Battery and port shipping sectors showed the highest gains [1] Notable Stocks - Brain-computer interface concept stocks surged, with multiple stocks hitting the daily limit, including: - BeiYikang - AiPeng Medical - JiHua Group - QiSheng Technology - Nanjing Panda [1] Declining Sectors - The innovative drug sector led the declines - Gaming and film industry stocks also fell - The IP economy concept experienced a pullback, with stocks like Hars and Yuanlong Yatu seeing significant drops [1] Trading Volume - The total trading volume exceeded 1.23 trillion yuan - Over 2900 stocks declined [1]

收评：沪指窄幅震荡微跌 脑机接口、油气股逆势走强 智通财经6月17日电，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%。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。截至收盘，沪指跌0.04%，深成指跌0.12%，创业板指跌0.36%。 | 上证指数 | | 深证成指 | | 创业板指 | | --- | --- | --- | --- | --- | | -3387.40 | | ·10151.43 | | -2049.94 | | 1.32 | -0.04% | -12.12 -0.12% | | -7.38 -0.36 | | of other the control control concession and | | THE FOR THE FOR ...