智通财经APP获悉，部分脑机概念股走高，截至发稿，南京熊猫电子股份(00553)涨9.26%，报3.54港元；脑动极光-B(06681)涨7.88%，报1.78港元；微创脑科学(02172)涨3.67%，报9.05港元。
消息面上，美国初创公司Science Corp.已获批在欧盟地区销售一款可帮助“地图样萎缩”（GA）患者恢复部分视力的视网膜芯片。这是美国脑机接口（BCI）公司首次将相关设备大规模推向患者市场，也是该公司迈向脑机接口商业化的重要里程碑，其长期目标是将脑植入设备推向市场。此前7月22日下午，我国科研团队发布一款新型脑电信号采集装置，在全球范围内首次实现跨地域上千人同步脑电信号采集，使得神经大模型训练与脑机接口通用技术研发迈出关键一步。
今年以来，我国脑机接口相关支持性政策密集出台，国务院印发的《国民健康“十五五”规划》明确提出加强脑机接口等领域科技攻关；民政部等14部门发布康复辅具三年方案，强调做强做优做大脑机接口等重点行业。光大证券认为，随着行业政策密集发布及技术更新迭代加速，今年有望成为脑机接口迈入技术兑现与商业化落地的关键元年。
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