马斯克量产预告 脑机接口迎商业化元年？

Core Viewpoint - Elon Musk's Neuralink plans to start mass production of brain-machine interfaces by 2026, marking a significant step towards the commercialization of this technology [2] Industry Developments - The brain-machine interface sector in China is accelerating, with the country becoming the second to enter clinical trials for invasive brain-machine interfaces after the United States [2] - In 2025, there were 24 financing events in the domestic brain-machine interface field, a 30% year-on-year increase [3] - Hubei Province has set a price for invasive brain-machine interface medical services at approximately 6,552 yuan, indicating a move towards making this technology more accessible [3] Technology and Market Segmentation - Brain-machine interfaces serve as a bridge between the brain and external devices, with three main technological approaches: invasive, non-invasive, and semi-invasive [4][5] - The largest market segment for brain-machine interfaces is currently in healthcare, accounting for over 56% of applications, particularly for neurological diseases like epilepsy and Parkinson's [6] - McKinsey predicts that the global market for medical applications of brain-machine interfaces could reach $40 billion by 2030 and $145 billion by 2040 [6] Investment Opportunities - While the brain-machine interface sector shows promise, most companies are still far from profitability, with significant time needed for medical applications to gain approval [7] - Instead of focusing on individual companies, it may be more prudent to consider the broader medical device industry, particularly through medical device ETFs that encompass leading firms in this space [8]