【兴证计算机】脑机接口：Neuralink量产在即，国内政策加持

Group 1 - The core viewpoint emphasizes the need to actively seize the spring market, with AI applications expected to enter a main upward trend [1][2] - The spring market is showing continuous development, with rising risk appetite and significant potential in the computer sector due to low institutional holdings and substantial industry changes [1] - Recommendations include increasing positions in core leaders in AI applications and domestic computing power, as well as focusing on key targets in cutting-edge technology fields such as commercial aerospace, brain-computer interfaces, and digital currencies [1] Group 2 - AI applications are anticipated to experience a major upward trend, driven by positive industry developments and the entry of domestic large model manufacturers like Zhiyu and MiniMax into the Hong Kong stock market [2] - The market is closely watching the annual report expectations, with the potential for AI investments to shift from hardware to software, enhancing the upward potential of AI applications [2] - The outlook for the year suggests that AI applications will achieve more comprehensive and in-depth implementation, supported by continuous iterations in algorithms and computing power [2] Group 3 - The second chapter of the report focuses on the brain-computer interface industry, highlighting the imminent mass production of Neuralink and supportive domestic policies [3]