Group 1 - The brain-computer interface (BCI) sector has gained significant attention following Elon Musk's production announcement, leading to a surge in stock prices for 18 companies in the A-share market [1] - The technology behind BCI involves implanting electrodes to collect brain waves and translating them into machine-readable commands, enabling paralyzed individuals to type or control wheelchairs using their thoughts [1] - Despite the hype, the current market for BCI in China is only around 3 billion RMB, which is less than the annual sales of top influencers in live streaming, with projections suggesting a potential growth to 13 billion USD globally in the next decade [1] Group 2 - There is skepticism regarding the actual availability of genuine BCI companies in the A-share market, as many of the companies experiencing stock surges are involved in peripheral products or services rather than core BCI technology [1] - Elon Musk has proposed a vision for full integration of human brains with AI within two years, raising concerns about privacy and the value of personal data derived from brain waves [2] - While technological advancements and market demand are real, the path to true commercialization of BCI technology remains significantly challenging and distant [2]
开年第一妖！马斯克一句量产预告引爆脑机接口概念，18家公司涨停
Sou Hu Cai Jing·2026-01-06 08:59