脑机接口或步入规模量产阶段，机构称游戏作为重要应用场景，有望持续受益

Group 1 - Shanghai Brain Tiger Technology launched China's first fully implanted, fully wireless brain-computer interface product, marking a significant breakthrough in core technology and positioning the country among the top international players [1] - The first paralyzed subject after surgery has shown good recovery, able to control electronic devices through thoughts for daily activities like watching videos and playing games [1] - Musk plans to mass-produce Neuralink brain-computer interface chips by 2026, with a streamlined and nearly fully automated surgical process for implantation [1] Group 2 - Hardware mass production and simplified implantation processes are expected to accelerate the maturity of various application scenarios in gaming and healthcare [1] - The development of brain-computer interfaces is anticipated to create new interactive experiences in gaming, fostering new growth points for the industry [1] - Gaming companies are actively investing in related fields, such as 37 Interactive Entertainment's investment in Strong Brain Technology, which is the first unicorn in China's brain-computer interface sector [1] - Century Huatong established a research center with Zhejiang University in 2020, focusing on emerging fields like brain-computer integration [1] - Talking Tom plans to collaborate with Zhejiang University and Ruijin Hospital in 2024 to advance research in brain-computer interfaces and digital game therapy [1] Group 3 - The gaming sector is experiencing multiple catalysts for transformation, including AI, content, and commercialization model changes [2] - The largest gaming ETF tracks the China Securities Animation and Gaming Index, reflecting the overall performance of A-share listed companies in the animation and gaming industry [2] - There are investment opportunities in gaming ETFs that should be monitored [2]