暗盘资金正涌入这些股票，点击速看>>> 脑机接口板块高开，际华集团（601718）2连板，爱朋医疗（300753）涨超7%，创新医疗（002173）、 南京熊猫（600775）、三博脑科（301293）纷纷高开。消息面上，近日，马斯克领导的脑机接口(BCI) 公司Neuralink在其N1脑植入设备方面取得了显著进展。 ...

3.6月28日，2025RoBoLeague机器人足球联赛总决赛在北京亦庄上演决战。经过3个小时的比拼，来自 清华大学的火神队夺冠。本次比赛是2025世界人形机器人运动会首场测试赛，也是国内首场机器人足球 3V3AI赛。比赛的最大亮点是所有参赛机器人完全依赖AI策略自主运行，无需人类保护员干预，可自主 完成跌倒爬起动作。 1.6月27日，特斯拉CEO马斯克旗下脑机接口公司Neuralink举办了一场线上发布会，展示了公司的最新 进展，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来完全接管一 台特斯拉人形机器人擎天柱(Optimus)。 2.近日，国内首个聚焦人形机器人全产业链的专业展会——2025杭州国际人形机器人与机器人技术展览 会在杭州举行。作为最接近"人类结构"的部件，人形机器人灵巧手引人注目。据了解，当前灵巧手开始 以量产为导向，"快速降本"与"功能实用"正在灵巧手行业内并行推进；价格方面，目前国内部分企业的 灵巧手产品下降至万元以内，"百元时代"已经进入倒计时；技术上，灵巧手的自由度技术竞争已从早期 的10+提升至20+。 【市场复盘】 上周五(202 ...

盘前要闻 1、中方就美关税谈判再发警告：反对牺牲中方利益，呼吁站在正义一边 类型：宏观 情绪影响：中性 商务部新闻发言人表示，中方乐见各方通过平等磋商解决与美方经贸分歧，但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。有评论指出，这是中国商务部对任何与美国达成损害中 国利益贸易协议的国家发出的严厉警告。 2、国常会定调！强化企业科技创新主体地位，深化科技成果转化机制改革 类型：宏观 情绪影响：正面 上周五晚间国常会提出，加快推进高水平科技自立自强，要围绕"补短板、锻长板"加大科技攻关力度， 巩固和提升优势领域领先地位，加快突破关键核心技术，牢牢把握发展主动权，要切实将科技成果转化 为现实生产力。 3、遏制过度炒作！沪深交易所同步出台新规，ST股涨跌停板放宽至10% 类型：市场 情绪影响：正面 沪深交易所同步公告称，拟将各自主板风险警示股票价格涨跌幅限制比例由5%调整为10%。相关制度 调整有利于股票在更大价格空间消化利好或利空因素。从科创板、创业板运行实践来看，调整价格涨跌 幅限制比例有望缓解主板风险警示股票过度波动，减少连续涨停或跌停现象。 类型：宏观 情绪影响：正面 中国人民银行货币政 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 6月28日，在2025上市公司论坛上，深交所副总经理李辉、上交所副总经理王泊最新发声。深交所副总 经理李辉表示，深交所正按照证监会统一部署，紧锣密鼓地谋划创业板改革，初步考虑支持优质的创新 企业发行上市、提升股债融资灵活度便利度、更大力度支持并购重组、促进创业板投融资平衡等。上交 所副总经理王泊表示，"并购六条"自实施以来，沪市披露各类资产重组方案676单，同比增长15%，重 大资产重组80单，同比增长200%。接下来，上交所将扎实推进科创板"1+6"改革举措和示范案例落实落 地，促进科技创新和产业创新深度融合。 （二）行业掘金 1、6月29日，中国香港特别行政区政府财政司司长陈茂波表示，金融科技在跨境贸易应用的潜力巨大， 目标是解决跨境支付速度慢、成本高等长期存在的痛点，在支付领域更好地服务实体经济。而近期发布 的《数字资产发展政策宣言2.0》，当中提到稳定币是在传统金融系统以外提供成本效益的替代方案， 有潜力为支付及资本市场活动带来变革，包括跨境支付。稳定币的法例将在今年8月1日生效，特区政府 及金融监管机构将致力营造有利的市场环境，配以必要的监管措施 ...

重要消息 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 海关总署发布公告，在持续开展针对日本福岛核污染水排海的长期国际监测和中方独立取样监测且结果未见异常，日本政府承诺保障输华水产品质量安全的 前提下，根据我国食品安全法律法规和世界贸易组织《实施卫生与植物卫生措施协定》有关原则，为维护消费者合法权益，中方决定有条件恢复日本部分地 区水产品进口。 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%，调整后与 主板其他股票保持一致。 香港财政司司长陈茂波表示，稳定币的法例将在今年8月1日生效，特区政府及金融监管机构将致力营造有利的市场环境，配以必 ...

1. 【马斯克公布脑机接口重大进展：受试者增至7人，未来有望控制人形机器人】6月29日消息，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。其中令人关注的是，脊髓损伤患者Alex未来还将连接特斯拉 人形机器人Optimus机械手实现更复杂的操作。马斯克表示，未来人们有可能通过Neuralink来完全 控制Optimus的身体。(澎湃新闻) 2.【 扎克伯格又从OpenAI公司挖走四位知 名人工智能研究人员】据媒体周六报道，Meta首席执行 官扎克伯格又从OpenAI公司挖走了四名知名人工智能(AI)研究人员，这四人后续将加入Meta的超级 智能团队。知情人士透露，Meta在本周五签下了于佳慧、赵盛佳、毕树超和任泓宇四位研究人员。 据悉，于佳慧是OpenAI感知团队负责人，而其他三人也是该公司著名的研究人员。值得注意的是， ...

Group 1 - The Hong Kong government aims to leverage stablecoins to transform capital markets and improve cross-border payment efficiency, addressing long-standing issues of slow payment speeds and high costs [1] - The new regulations for stablecoins will take effect on August 1, with the government and financial regulators committed to creating a favorable market environment for their application across various scenarios [1] Group 2 - Neuralink has expanded its trials to seven participants, including four with spinal cord injuries and three with ALS, with significant usage of their devices reported [2] - The potential for participants to control humanoid robots, such as Tesla's Optimus, represents a significant advancement in brain-machine interface technology [2] Group 3 - The Shenzhen Stock Exchange is actively planning reforms for the ChiNext board to support high-quality innovative companies and enhance financing flexibility [3] - The reform aims to address market participants' urgent needs and improve the overall market experience [3] Group 4 - The digital RMB "tap and go" trial has expanded to cover the entire Shanghai metro network, enhancing payment convenience for passengers [4] Group 5 - The first domestic 3V3 AI robot football competition concluded with Tsinghua's Huoshen team winning the championship [5] Group 6 - Since the implementation of the "merger and acquisition six guidelines," the Shanghai Stock Exchange has seen a 15% year-on-year increase in disclosed asset restructuring plans, with significant growth in major asset restructurings [6] Group 7 - The Chinese medical device industry is projected to reach a market size of 1.2 trillion yuan by 2024, with a steady increase in approved innovative medical devices [7] Group 8 - The Southern Regional Electricity Market has commenced trial operations, marking a significant milestone in the establishment of a unified national electricity market [8] Group 9 - The Guangdong Province AI Standardization Technical Committee has been established, comprising experts from various research institutions and leading AI companies [9] Group 10 - The Shanghai Data Exchange has accelerated the construction of an integrated data market, achieving over 3 billion yuan in transaction volume in the first half of the year [10]

Core Insights - Neuralink has successfully implanted its N1 brain-machine interface in seven volunteers, allowing them to regain interaction with the physical world and redefine their identities [4][6][9] - The company plans to advance its technology significantly over the next few years, targeting language translation and vision restoration through increased electrode implantation [11][14] - The release of Neuralink's technology is expected to create a new intersection of industries, combining medical, computational, and robotic systems [21][24] Technology and Innovation - The N1 device currently implants about 1,000 electrodes in the motor cortex, enabling control of computers and gaming devices [11] - Future plans include expanding to language areas and visual cortexes, with goals of 3,000 electrodes by 2026 and 10,000 by 2027 [14][15] - The R1 robot showcased at the event can implant electrodes with high precision, indicating a shift towards minimally invasive neuroengineering [23][25] Market Potential - The global invasive brain-computer interface (BCI) market is projected to reach approximately $16 billion by 2024, with a steady growth rate [21] - The technology has potential applications in treating mental health issues, chronic pain, and cognitive decline, particularly in aging populations [21][24] Ethical and Philosophical Considerations - The advent of brain-machine interfaces raises questions about neuro rights and ownership of consciousness, as well as potential inequalities in access to such technologies [31][33] - The implications of shared consciousness and memory retrieval challenge traditional notions of identity and personal responsibility [35][37]

Group 1 - The General Administration of Customs of China announced the conditional resumption of imports of aquatic products from certain regions of Japan, excluding ten prefectures including Fukushima and Tokyo, based on safety assurances from the Japanese government and monitoring results [1][2] - Japanese exporters must comply with China's food safety regulations, including reapplying for registration to export aquatic products to China, and must provide health certificates and radiation testing results upon import declaration [1][2] - Strict supervision will be implemented on Japanese aquatic products imported to China, with immediate control measures to be taken if any non-compliance with Chinese laws or safety standards is detected [2] Group 2 - The State Administration for Market Regulation conducted a special inspection of food additives across various platforms and locations, revealing issues with the misuse of food additives in certain categories, while ensuring compliance in others [10] - The China Logistics and Purchasing Federation reported a total social logistics volume of 138.7 trillion yuan from January to May 2025, reflecting a year-on-year growth of 5.3%, with significant growth in consumer logistics demand [12] - The National Bureau of Statistics indicated a 1.1% decline in profits for industrial enterprises above designated size from January to May 2025, with state-owned enterprises experiencing a 7.4% drop in profit [13]

Group 1: Neuralink's Developments - Neuralink has showcased its latest research and product development, with 7 participants currently using the device, including 4 spinal cord injury patients and 3 ALS patients, averaging 50 hours of use per week, with peaks exceeding 100 hours [1] - Elon Musk stated that future advancements may allow individuals to fully control a robot through Neuralink, emphasizing the creation of a universal brain input-output technology that does not harm the brain [1] - Musk believes that a high-bandwidth brain-machine interface is crucial for aligning human collective will with artificial intelligence, thereby mitigating potential survival risks [1] Group 2: Market and Financial Insights - In June, Neuralink completed a $650 million Series E funding round, with major investors including Sequoia Capital and others, aimed at accelerating the adoption of brain-machine interface technology among patients [2] - The global brain-machine interface market is projected to grow at a compound annual growth rate of 25.22%, reaching $7.63 billion from 2025 to 2029 [2] Group 3: Competitive Landscape - The competition in the brain-machine interface industry is intensifying, with companies like Synchron and Precision Neuroscience making significant advancements and funding [3] - The medical rehabilitation sector is identified as a key application area for brain-machine interface technology, particularly for paralyzed patients seeking to regain mobility [3] - Non-invasive brain-machine interfaces currently dominate the market, accounting for 86% of the total market share, while invasive interfaces present significant potential [3] Group 4: Related Companies - Heartway Medical-B has successfully completed animal trials for China's first invasive brain-machine interface, with a reported revenue of RMB 278 million for the year ending December 31, 2024, reflecting a 19.6% increase [4] - Nanjing Panda Electronics is developing a multimodal human-machine interaction system based on brain-machine interface technology as part of a key research project in Jiangsu Province [4] - Microneuroscience is a leading company in the domestic neuro-interventional medical device sector, maintaining the top market share in China [5]