马斯克宏图的下一个篇章，脑机接口，2026年将启动大规模量产，有望解锁人机协同终极形态

Core Viewpoint - Neuralink plans to start large-scale production of brain-machine interface devices in 2026, with a focus on highly automated surgical procedures that eliminate the need to remove the dura mater for electrode insertion [2][4]. Group 1: Neuralink's Developments - Neuralink aims to simplify the surgical process and enhance efficiency and cost-effectiveness through automation, marking a significant advancement in invasive brain-machine interface technology [2][4]. - The company has completed a $650 million Series E funding round in 2025, achieving a valuation of approximately $9 billion [4]. - As of September 2025, 12 individuals have undergone Neuralink device implantation, with a total usage time exceeding 15,000 hours [4]. Group 2: Market and Industry Trends - The brain-machine interface market is projected to grow to approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034 [5]. - The anticipated commercialization of brain-machine interfaces is expected to transition from medical necessity to applications in AI and robotics [2][5]. - Related companies in the A-share market are expected to benefit from Neuralink's scaling production and technological breakthroughs [5]. Group 3: Future Prospects - Neuralink's future product upgrades include increasing electrode channels to 3,000 by 2026 and 10,000 by 2027, with a long-term goal of over 25,000 channels by 2028 [4]. - The collaboration between Neuralink and the Optimus robot is expected to redefine human-robot interaction and explore the potential of integrating human brain functions with AI [3][4].