金吾财讯 | 中信建投发研报指,近期,部分脑机接口企业升级产品通道数,或计划提交三类证注册申报。我们预计国家及各地政府对脑机接口产业的支持政策将持续推出,在多重政策强力支持下,临床和商业化落地有望提速,投资机会将逐步增多。今年以来脑机接口相关上市公司估值提升,有望带动一级市场融资热度及相关公司估值重构,资本和产业发展形成共振,建议关注自研能力较强或与头部高校院所有深度合作的标的,或与知名脑机接口一级市场企业有投资入股或深度合作的标的。
金吾财讯 | 中信建投发研报指,近期,部分脑机接口企业升级产品通道数,或计划提交三类证注册申报。我们预计国家及各地政府对脑机接口产业的支持政策将持续推出,在多重政策强力支持下,临床和商业化落地有望提速,投资机会将逐步增多。今年以来脑机接口相关上市公司估值提升,有望带动一级市场融资热度及相关公司估值重构,资本和产业发展形成共振,建议关注自研能力较强或与头部高校院所有深度合作的标的,或与知名脑机接口一级市场企业有投资入股或深度合作的标的。
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