马斯克Neuralink新进展引爆港A，脑机接口概念掀涨停潮！

Core Viewpoint - The recent advancements in brain-computer interface (BCI) technology by Neuralink have significantly boosted the stock prices of related companies in both the Hong Kong and A-share markets, indicating strong investor interest in this emerging sector [1][4]. Market Performance - A-share market saw notable gains with stocks such as Xiangyu Medical reaching a 20% increase, Aipeng Medical up by over 10%, and several others like Jihua Group and Rongtai Health hitting the daily limit [1][2]. - In the Hong Kong market, Nanjing Panda Electronics surged over 11%, while other companies like MicroPort Scientific and Lenovo also experienced gains [1][3]. Neuralink Developments - Neuralink has expanded its clinical trials to include 7 participants, focusing on spinal cord injury and ALS patients, and has initiated the Blindsight project aimed at restoring vision for the visually impaired [4][5]. - The company plans to enhance its technology significantly over the next three years, increasing the number of electrode channels from 3000 in 2026 to 25,000 by 2028, which will allow for comprehensive brain access and treatment of various neurological conditions [5][6]. Industry Trends - The BCI market is projected to grow substantially, with estimates suggesting it could reach $12.4 billion by 2034, driven by policy support and technological advancements [7][8]. - Recent regulatory developments, including the establishment of standards for non-invasive BCI devices and pricing guidelines for neurological services, are expected to accelerate the commercialization and integration of BCI technologies in medical applications [7][8]. Future Outlook - The global BCI market is anticipated to reach $2.94 billion by 2025, with a compound annual growth rate of 17.45% over the next decade, highlighting its strong growth potential [8]. - The market is currently dominated by non-invasive BCI technologies, which account for 86% of the total market share, while invasive technologies are seen as having high barriers to entry but significant potential [8].