科股早知道：AI赋能后交互性大幅提升，目前产业链正加速将传统产品AI化

Group 1: AI Integration in Industries - SenseTime and the Shantou government signed a strategic cooperation agreement to establish the first "AI + Toy" industrial base in China, enhancing the integration of AI with traditional toy industries [2] - AI toys significantly improve interactivity, fun, and playability, with demand expected to span all age groups, positioning AI as a core catalyst in the toy market [2] - The penetration rate of AI toys is projected to reach 29% by 2026, 41% by 2028, and 47% by 2030, with the domestic market potentially nearing 85 billion yuan by 2030 [2] Group 2: Stablecoin Regulation in Hong Kong - The Hong Kong Monetary Authority implemented a regulatory framework for stablecoin issuers, effective August 1, allowing institutions to apply for licenses [3] - This regulatory move is expected to facilitate discussions on business models and ensure compliance with minimum standards [3] - The stablecoin market is expanding from cryptocurrency trading to broader payment applications, with significant growth anticipated following the establishment of regulatory frameworks in both the U.S. and Hong Kong [3] Group 3: High-End PCB Demand Surge - The PCB industry is experiencing improved market conditions, particularly for high-end products, driven by hardware upgrades in AI servers and high-speed switches [4] - There is a notable demand for high multi-layer boards and high-density interconnect (HDI) PCBs, with prices increasing due to a supply-demand gap in high-end products [4] - PCB order visibility is expected to extend until 2027, with AI computing power driving rapid growth in demand for high-end PCBs [4][5] Group 4: Brain-Computer Interface (BCI) Pricing in Jiangsu - Jiangsu Province announced pricing for brain-computer interface medical services, with non-invasive adaptation fees set at 966 yuan per session and invasive procedures priced at 6,600 yuan for insertion and 3,200 yuan for removal [6] - The global market for neuropharmaceuticals is valued at over 100 billion dollars, indicating significant potential for BCI technology in both medical and non-medical applications [6] - The commercialization of BCI technology is expected to accelerate with supportive policies and established pricing, presenting investment opportunities in this sector [6]