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Gillianluo
2025-06-13
这么好？scary
@持股修身养性:
$泡泡玛特(09992)$
泡泡ip更新一次，估值就能往上抬一吨。300算是短线目标，长期看1000完全OK。市场对创新IP的需求没有天花板
Gillianluo
2025-10-09
$Figma(FIG)$
[财迷] [财迷] [财迷]
Gillianluo
2025-07-08
你牛啊
抱歉，原内容已删除
Gillianluo
2025-06-23
$德翔海运(02510)$
怎么跌下来了[流泪]
Gillianluo
2025-06-16
🤥快上180吧
去老虎APP查看更多动态
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16:35","market":"us","language":"zh","title":"“妖股”脑再生科技年初至今累涨逾210倍！究竟有什么魔力？","url":"https://stock-news.laohu8.com/highlight/detail?id=2548847394","media":"Meta财经","summary":"截至收盘，纳指涨1.02%，标普500指数涨0.83%，道指涨0.77%。标普500指数创下年内第七次历史收盘新高，纳指则创下年内第四次历史收盘新高。美股大型科技股亦全线上涨，英伟达涨超1.3%，收于历史新高，盘中一度涨超2%，盘中总市值最高达到3.92万亿美元。截至2024年6月30日，脑再生科技在香港仅有12名员工，如此算来人均竟创造市值高达9.47亿美元！拆分后，流通股占比仅6%，日均换手率却飙升至179%，单日成交量达30日均值的12倍。","content":"<html><head></head><body><p>7月7日，“妖股”<a href=\"https://laohu8.com/S/RGC\">脑再生科技</a>美股续涨逾23%，该股年初至今累涨逾210倍，成为2025年迄今以来美股表现当之无愧的“妖股”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3fe6b700d79fdf325f318e964002eb8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年年初时，该公司股价仅有0.13美元，转折点出现在6月16日，当日暴涨283%，最高触及过83美元，收盘股价飙升至60美元。如今，公司股价相比于上月已有明显下跌之势，但异动频频依然夺人眼球。</p><p>截至2024年6月30日，脑再生科技在香港仅有12名员工，如此算来人均竟创造市值高达9.47亿美元！</p><p>这家火线晋位全球资本市场焦点的企业，究竟有什么魔力？</p><p><strong>科技外衣下的中药叙事</strong></p><p>脑再生科技公司英文名“<a href=\"https://laohu8.com/S/RGC\">Regencell Bioscience</a>”，饱含$前沿<a href=\"https://laohu8.com/S/000504\">生物</a>(688221)$科技的未来感，但其核心资产竟是创始人区一佳父亲研发的“中医脑理论”及中药配方。</p><p>区一佳是投行出身，涉足房地产、科技和生物技术等领域的投资；其父是香港一名中医师，在开始中医临床实践之前还在美国加利福尼亚州创立了一家房地产公司。</p><p>这位电气工程专业出身又干过房地产的中医师，凭借30年治疗多动症（ADHD）与自闭症（ASD）的临床经验，构建了一套尚未经中医界认可的“神经再生”理论。</p><p>在脑再生科技官网和财报中可以看到，均未有提及“芯片”“帕金森”等信息，基本在强调中药、ADHD和ASD。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf6826170c9d95f2832dbe0f8038c439\" title=\"\" tg-width=\"1080\" tg-height=\"677\"/></p><p>（图源：脑再生科技官网）</p><p>尽管公司财报坦言“疗效数据缺乏临床控制验证”，且“可能永远无法盈利”，但其名称与业务的巨大反差却成为资本炒作的完美素材——既享受脑机接口概念股类似于Neuralink90亿美元估值的科技溢价，又蹭上中医药的政策红利。</p><p>2025年3月中国医保局为脑机接口设立专项收费项目后，脑再生科技迅速将中医脑科学包装为政策受益者，尽管其官网与公告中从未提及任何脑机接口技术突破。</p><p>股价暴涨的核心引擎，在于精密设计的流动性操控。</p><p>6月13日，该公司实施了38:1拆股计划，将原本高度集中的筹码——其中，创始人区一佳持股86%——稀释释放，成功吸引散户涌入。拆分后，流通股占比仅6%，日均换手率却飙升至179%，单日成交量达30日均值的12倍。</p><p>这种小盘股叠加高送转的经典套路，在市值从4700亿跌至5.8亿的<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>等案例中屡试不爽。更耐人寻味的是，脑再生科技6月16日拆股首日即出现283%的暴涨，与2022年$游戏驿站(<a href=\"https://laohu8.com/S/GME\">GME</a>)$散户逼空行情形成镜像，只不过这次推手换成了更隐蔽的机构资金。</p><p>彼时，台版“巴菲特”陈贤哲的Digital Mobile <a href=\"https://laohu8.com/S/V03.SI\">Venture</a> Ltd.等大股东，通过锁仓制造稀缺性假象，进一步放大市场狂热。</p><p><strong>12人团队的百亿估值迷思</strong></p><p>深入剖析其财务肌理，数据间的强烈反差制造了愈发凸显。</p><p>2024财年，该公司研发费用仅107万美元，不足跨国药企如<a href=\"https://laohu8.com/S/NVS\">诺华</a>单项目投入的万分之一。重点是，投入不算多，性价比却极高——脑再生科技曾宣称突破“脑细胞定向修复”技术，赋予了市场多少想象空间。</p><p>此外，行政费用远超研发费用，高达354万美元，占总支出的75%，主要用于高管薪酬与办公开支。公司员工总数12人，有4名研发和7名行政人员。按照当下市值113亿美元计算，该公司人均市值贡献9.5亿美元，相当于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>员工的79倍；与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>10万员工，人均市值0.12亿形成尖锐对比。</p><p>此前，其宣称的“与梅奥诊所合作”目前在官网与FDA官网均无迹可寻，而所谓“神经调控芯片”实为概念烟雾弹，行业龙头Neuralink首例植入者已出现电极脱落，信号衰减率年均37%的技术困境。</p><p>但这一切，丝毫未影响资本市场的狂欢。</p><p>论及现象背后的“推手”，也是技术、政策、市场趋势多层面催化的结果。</p><p>2025年以来，北京、上海相继发布《脑机接口创新发展行动方案》，明确到2030年实现脑机接口产品全面临床应用，并培育3-5家全球领军企业。国家医保局更首次为脑机接口技术单独立项，设立“侵入式脑机接口置入费”等医疗服务价格项目，直接推动技术商业化进程。而就在6月16日，中国首例侵入式脑机接口临床试验刚刚宣布成功，标志着技术落地迈出关键一步。</p><p>在监管层面，尽管该技术仍处于早期发展阶段，随着技术的迭代和伦理规范的健全完善，脑机接口有望让科技之光加速照进现实。</p><p>从市场规模看，2024年全球脑机接口市场规模达26.1亿美元，预计2025年将增至29.3亿美元，我国市场规模同步突破38亿元。</p><p>随着临床试验推进，医疗应用场景的商业化落地将加速，带动上下游产业链协同发展。上游的传感器、芯片和材料供应商，中游的硬件制造与算法开发企业，下游的医疗康复、智能家居等应用领域均将受益。</p><p><a href=\"https://laohu8.com/S/601099\">太平洋</a>证券曾发布研报称，近年来脑机接口技术从实验室研究大步迈向市场应用，展现出蓬勃发展态势。在医疗领域，其应用前景极为广阔，据估算，2030-2040年间全球脑机接口医疗应用潜在市场规模可达400亿-1450亿美元。</p><p>或许，比脑机接口风口先吹来的，是故事的想象空间。</p></body></html>","source":"lsy1751877721614","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=https://mp.weixin.qq.com/s/QgGwgvh37xZwxx9J9rb1yA><strong>Meta财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月7日，“妖股”脑再生科技美股续涨逾23%，该股年初至今累涨逾210倍，成为2025年迄今以来美股表现当之无愧的“妖股”。今年年初时，该公司股价仅有0.13美元，转折点出现在6月16日，当日暴涨283%，最高触及过83美元，收盘股价飙升至60美元。如今，公司股价相比于上月已有明显下跌之势，但异动频频依然夺人眼球。截至2024年6月30日，脑再生科技在香港仅有12名员工，如此算来人均竟创造市值高达...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/QgGwgvh37xZwxx9J9rb1yA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK4007":"制药","BK4539":"次新股","RGC":"脑再生科技"},"source_url":"https://mp.weixin.qq.com/s/QgGwgvh37xZwxx9J9rb1yA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2548847394","content_text":"7月7日，“妖股”脑再生科技美股续涨逾23%，该股年初至今累涨逾210倍，成为2025年迄今以来美股表现当之无愧的“妖股”。今年年初时，该公司股价仅有0.13美元，转折点出现在6月16日，当日暴涨283%，最高触及过83美元，收盘股价飙升至60美元。如今，公司股价相比于上月已有明显下跌之势，但异动频频依然夺人眼球。截至2024年6月30日，脑再生科技在香港仅有12名员工，如此算来人均竟创造市值高达9.47亿美元！这家火线晋位全球资本市场焦点的企业，究竟有什么魔力？科技外衣下的中药叙事脑再生科技公司英文名“Regencell 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