马斯克,重大宣布!
证券时报·2026-01-01 04:26

Core Insights - Neuralink, founded by Elon Musk in 2016, plans to launch large-scale brain-machine interface (BMI) operations by 2026, transitioning towards nearly fully automated surgeries [1][2] - The company aims to develop a "full brain interface" that allows seamless connection between the biological brain and external machines, potentially addressing neurological diseases and enhancing human cognitive abilities [4] Group 1: Neuralink's Developments - Neuralink has completed the world's first human BMI implantation trial by the end of 2023 and has outlined detailed plans for the coming years [1] - The company currently has three products: "Mind Reading" for motor impairment patients, "Blind Vision" for visually impaired individuals, and "Deep" for neurological disorders and pain management [3] - Future milestones include implanting speech cortex chips by Q4 2025, increasing electrode counts to 3,000 by 2026, and further expanding to over 25,000 electrodes by 2028 for deeper brain areas [3][4] Group 2: Domestic Progress in BMI Technology - Significant advancements in BMI technology have also been made in China, with multiple companies achieving notable milestones in clinical trials and product development [6][7] - For instance, Shanghai Brain Tiger Technology successfully enabled a patient to play a game using a flexible BMI, and Beijing's Brain Science Institute has implanted their system in multiple spinal injury patients [7] - Despite these advancements, experts caution that invasive BMI clinical trials are still in their early stages, with true brain-machine integration potentially taking 5-10 years to achieve [8] Group 3: Investment Trends in the BMI Sector - Investment enthusiasm in the BMI sector is on the rise, with a reported 30% year-on-year increase in financing activities in 2025, totaling 24 financing events [9][11] - Notable investments include Neuralink's $650 million Series E funding round in June 2025, raising its valuation to $9 billion, and various Chinese companies securing significant funding from venture capital [11][12] - Government funding is also a crucial source of financing for BMI companies, with new special incubation funds being established in multiple cities to support the sector [12]