算力飙升万倍，无需开胸！达芬奇机器人再添手术新技能，马斯克预言将成真？

Core Insights - Intuitive Surgical's da Vinci 5 surgical robot has received FDA approval for specific heart surgeries, marking the first time the da Vinci system is officially approved for cardiac procedures [1][3] - The da Vinci robot has been used in over 140,000 heart surgeries globally, with its computational power increased by 10,000 times [1][3] - The approval expands the indications to include mitral valve repair and coronary artery bypass grafting, which are significant advancements in the field of robotic surgery [1][3] Industry Overview - Approximately 18 million people die from cardiovascular diseases annually, with over 2 million patients undergoing open-heart surgery, most requiring sternotomy [3] - Robotic-assisted minimally invasive heart surgery reduces patient trauma by allowing procedures through small incisions without opening the sternum [3] - The approval of the new indications is considered a milestone in the robotic surgery field [3] Market Potential - Intuitive plans a "controlled rollout" of the da Vinci 5 system, initially in the U.S. and South Korea, with an estimated potential of 160,000 surgical opportunities annually [3] - The global volume of da Vinci robot surgeries is expected to grow by 13% to 15% by 2026 [3] Competitive Landscape - Other medical giants are developing surgical robot systems but have not yet entered the cardiac surgery market, such as Medtronic's Hugo system and Johnson & Johnson's Ottava system, which are focused on urology and general surgery, respectively [4] - Truist Securities notes that the approval of da Vinci 5 for cardiac surgery may enhance Intuitive's competitive advantage in the market [4] Expert Opinions - Elon Musk predicts that within three years, robots will surpass human surgical skills, and within five years, they will outperform even top human surgeons [4] - Some experts believe that while robotic surgery has matured in fields like abdominal surgery, its value in cardiac surgery is still limited and requires further clinical validation [4]