马斯克放话“将量产”引爆脑机接口行情，多家上市公司紧急提示风险，是题材炒作还是新风口？

每日经济新闻01-07

自1月5日开盘以来，脑机接口概念股持续活跃。1月7日，脑机接口概念股再度冲高，美好医疗、创新医疗、南京熊猫等走出3连板，三博脑科涨超10%。但同时，板块内部出现分化，前期走强的爱朋医疗、翔宇医疗出现回调。　　消息面上，马斯克近日表示，其脑机接口公司“神经连接（Neuralink）”将于2026年开始对脑机接口设备进行“大规模生产”，并转向“更加精简和几乎完全自动化的外科手术流程”。　　《每日经济...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2601803014?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-07 20:56","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601803014","market":"us","top_or_hot":-1,"title":"马斯克放话“将量产”引爆脑机接口行情，多家上市公司紧急提示风险，是题材炒作还是新风口？","media":"每日经济新闻","content":"<div>\n<p>自1月5日开盘以来，脑机接口概念股持续活跃。1月7日，脑机接口概念股再度冲高，美好医疗、创新医疗、南京熊猫等走出3连板，三博脑科涨超10%。但同时，板块内部出现分化，前期走强的爱朋医疗、翔宇医疗出现回调。　　消息面上，马斯克近日表示，其脑机接口公司“神经连接（Neuralink）”将于2026年开始对脑机接口设备进行“大规模生产”，并转向“更加精简和几乎完全自动化的外科手术流程”。　　《每日经济...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601073611709597.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克放话“将量产”引爆脑机接口行情，多家上市公司紧急提示风险，是题材炒作还是新风口？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克放话“将量产”引爆脑机接口行情，多家上市公司紧急提示风险，是题材炒作还是新风口？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 20:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202601073611709597.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自1月5日开盘以来，脑机接口概念股持续活跃。1月7日，脑机接口概念股再度冲高，美好医疗、创新医疗、南京熊猫等走出3连板，三博脑科涨超10%。但同时，板块内部出现分化，前期走强的爱朋医疗、翔宇医疗出现回调。　　消息面上，马斯克近日表示，其脑机接口公司“神经连接（Neuralink）”将于2026年开始对脑机接口设备进行“大规模生产”，并转向“更加精简和几乎完全自动化的外科手术流程”。　　《每日经济...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601073611709597.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"http://finance.eastmoney.com/a/202601073611709597.html","article_id":"2601803014","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601073611709597.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601803014","pubTimestamp":1767790578,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"自1月5日开盘以来，脑机接口概念股持续活跃。1月7日，脑机接口概念股再度冲高，美好医疗、创新医疗、南京熊猫等走出3连板，三博脑科涨超10%。但同时，板块内部出现分化，前期走强的爱朋医疗、翔宇医疗出现回调。消息面上，马斯克近日表示，其脑机接口公司“神经连接（Neuralink）”将于2026年开始对脑机接口设备进行“大规模生产”，并转向“更加精简和几乎完全自动化的外科手术流程”。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688626":"翔宇医疗","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","UFO":"Procure Space ETF","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4604":"机器人概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4527":"明星科技股","002173":"创新医疗","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4612":"AI芯片","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4543":"AI","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4516":"特朗普概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4592":"伊斯兰概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4548":"巴美列捷福持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4099":"汽车制造商","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4585":"ETF&股票定投概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4555":"新能源车","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4588":"碎股","BK4550":"红杉资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC"},"translate_title":"Musk's words of \"mass production\" detonated the brain-computer interface market, and many listed companies urgently warned of risks. Is it subject hype or a new outlet?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688626":1.85,"TSYW.SI":0.6,"002173":1.87,"UFO":0.6},"content_text":"自1月5日开盘以来，脑机接口概念股持续活跃。1月7日，脑机接口概念股再度冲高，美好医疗、创新医疗、南京熊猫等走出3连板，三博脑科涨超10%。但同时，板块内部出现分化，前期走强的爱朋医疗、翔宇医疗出现回调。　　消息面上，马斯克近日表示，其脑机接口公司“神经连接（Neuralink）”将于2026年开始对脑机接口设备进行“大规模生产”，并转向“更加精简和几乎完全自动化的外科手术流程”。　　《每日经济新闻》记者注意到，在海内外脑机接口科研成果密集披露、国内政策持续加码的多重刺激下，脑机接口作为六大未来产业之一，正加速从实验室走向临床验证乃至商业化阶段。但与技术演进节奏相比，A股市场的相关行情明显更为急促，部分概念股在短期内大幅上涨后，已开始通过异动公告提示风险，强调相关产品尚未形成规模化收入。　　脑机接口目前处于商业化起步阶段 　　脑机接口（BCI）是神经科学、人工智能与信息工程深度交叉的前沿技术，其核心在于实现大脑与外部设备之间的直接信息交互。目前业界主流观点认为，脑机接口主要包括侵入式、半侵入式和非侵入式三条技术路线。其中，侵入式方案信号质量最佳，但对产品安全性、手术水平要求极高；非侵入式方案安全性较好，商业化门槛相对较低，但信号稳定性和精度存在先天限制。　　在产业应用层面，医疗健康被认为是脑机接口最现实、也是最具确定性的落地场景。据中国信息通信研究院信息，脑机接口产业应用方向中，医疗占比达56%。麦肯锡预测，全球脑机接口医疗应用市场规模有望在2030年达到400亿美元，2040年达到1450亿美元，替代神经药物市场。　　2025年以来，国内脑机接口科研成果明显进入密集释放期。去年3月，阶梯医疗在复旦大学附属华山医院成功完成国内首例侵入式脑机接口系统人体长期埋植前瞻性（FIM）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。　　在半侵入式领域，博睿康与清华团队合作开发NEO无线微创脑机接口系统，不损伤脑细胞，应用于医疗与康复。NEO系统也是全国首个通过国家药品监督管理局创新医疗器械特别审查的植入脑机接口系统，公司计划于近期向国家药监局提交三类创新医疗器械注册申请，有望成为国内首个上市的植入式脑机接口产品。　　去年12月，中国科学院脑科学与智能技术卓越创新中心披露第二例侵入式脑机接口临床试验。研究团队采用高通量无线侵入式脑机接口系统（WRS01），使一位高位截瘫患者能够通过脑电信号稳定操控智能轮椅与机器狗，在真实生活场景中实现自主移动与物品取用。　　开源证券在研报中表示，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。从产业趋势上看，建议侵入式和非侵入式参考不同的标准，严肃医疗侧，其临床价值在于为中风、脊髓损伤等患者重塑运动功能，商业价值明确且付费方清晰，具备率先实现规模化收入的潜力；消费医疗侧，以非侵入式技术为主导的睡眠监测与干预、注意力训练等产品已构建起从千元级到万元级的不同价格带。　　展望产业未来的发展趋势，如何进一步向更广泛的普通用户群体普及，已成为脑机接口从“科研驱动”走向“产业驱动”的关键命题。中国科学院脑智卓越中心研究员赵郑拓曾在接受每日经济新闻等媒体记者采访时指出，当前脑机接口技术仍处于发展初期，选择以运动障碍等临床患者作为首要应用人群，既是基于医学伦理与现实需求，也为未来面向更广泛普通人群的应用奠定基础。　　他进一步设想，在更成熟的技术形态下，脑机接口或将改变普通人对外界交互的模式：也许在二十年后，我们不再需要手机、键盘、鼠标或遥控器作为信息交互的终端，而是通过大脑直接完成对外界的控制；信息的接收也不再依赖屏幕和扬声器，而是可以直接写入大脑。“当脑机接口手术的创伤水平接近门诊手术这样一种轻量化的状态，那么普通消费者也会愿意去尝试。”　　实验室有突破，但行业整体还不够成熟 　　题材炒作先行、产品业绩滞后，是本轮以及此前历次脑机接口行情中最受资本市场质疑的点。　　据《每日经济新闻》记者梳理，以往历次脑机接口概念股的集体异动，往往由外部强刺激事件触发——包括出台利好政策、国内外相关厂商披露阶段性技术突破等。但在股价快速波动的同时，大多数A股相关上市公司在随后披露的公告中，往往不得不进行“降温式”风险提示，强调相关产品仍处于研发、验证或小规模试用阶段，尚未形成稳定收入来源，对当期业绩影响有限。　　例如翔宇医疗发布异动公告称，近期资本市场对人脑工程、脑机接口等概念关注度较高，相关板块股价涨幅较大。公司目前主要聚焦非侵入式脑机接口技术，覆盖作业疗法、运动疗法、认知言语、吞咽等康复全场景布局，与当前国际上的侵入式脑机接口技术路线存在差异。公司在脑机接口方面的投入，目前在技术、产品、渠道市场等方面形成一定的布局，但招投标和销售等具有滞后性，截至2025年年末，相关产品尚未实现规模化销售，营收占比较小。　　三博脑科也公告称，公司股票于2026年1月5日、1月6日连续两个交易日内收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情形。公司是以神经专科为特色的医疗服务集团，下属院区为患者提供以高精尖神经外科为主的综合医疗服务。公司目前不涉及脑机接口产品的研发、生产及销售，神经调控技术带来的收入占公司营业收入的比重很小，对公司业绩基本没有影响，敬请注意投资风险。　　1月7日，上海科技大学生物医学工程学院教授、副院长王干在接受《每日经济新闻》记者采访时表示，脑机接口最近确实很火，投资者都很狂热。“我感觉实验室有了很大突破，某些应用接近商业化。但是从行业整体看，成熟度还有很大的提高空间。”也有券商分析师指出，不建议投资者在当前行情下追涨脑机接口方向，因为脑机接口目前来看是一个事件驱动的板块，尤其这一轮行情偏向于脉冲式走法，即“连续快速拉升”的模式。该分析师认为，除非后续还有特别重磅的政策出台等利好刺激，否则脑机接口概念股的这种脉冲式走法很难走出特别长的时间周期。　　开源证券在研报中称，脑机接口产业目前仍处于初级培育期，尽管潜在应用场景广泛，但市场规模尚未形成，用户接受度较低，需要长时间市场教育。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601803014","isCrawlerRequest":true}