在我们的大脑上开个 25mm 的孔，再用跟红细胞大小差不多的针，往大脑里插入 128 根电极束，每根电极束上又有 8 个有传感器的电极。 也就是说，要往大脑里插入超过1000个电极，这 1000 个电极接在植入体上，植入体通过螺丝固定在头骨，弥补缺失的头骨，缝上头皮。 这就是马斯克的脑机接口公司 Neuralink 最新公布的脑机接口手术。 目前已经有 13 位高位截瘫患者和渐冻症患者接受了脑机接口手术，在术后通过练习，他们重新获得了行动能力，还能玩游戏。 因为脑机接口，也就是 BCI 或者说是 BMI，恰好处于生物、材料交叉的领域。 我们先来聊一下脑机接口的原理。 另一家脑机创业公司脑虎科技，也帮助一个因为车祸瘫痪近 3000 多天的患者，把玩游戏、操控电器的意念变成了现实。 不只是马斯克的公司，在国内，脑智卓越中心联合华山医院，在给瘫痪患者接上脑机接口后，可以实现控制轮椅移动，指挥机器狗取外卖，甚至还能重新回 归工作。 所以这次我们来聊一聊脑机接口这一中外都受到关注的领域。 脑机接口是什么？是不是一定要打开脑子插入电极？ 这项技术离实际应用，甚至是全脑接口，还有哪些需要跨越的障碍？ 21 世纪是属于生物的 ...

展望后市，麦肯锡预测，2030年全球脑机接口医疗应用市场规模达400亿美元（约合2900亿元人民 币），2040年扩大至约1450亿美元。中国已将脑机接口列为十大创新标志性产品之一，并有望凭借柔性 电极技术突破实现弯道超车。业内预计中国脑机接口市场2040年或突破1200亿元。 就在中国脑机接口相关研发、实践不断获得创新突破之际，美国Neuralink公司也完成多项突破。例如首 例人体脑机接口植入，患者可意念操控电脑光标，将大脑信号转化为数字指令，延迟也达到毫秒级。 2026年，Neuralink宣布获FDA设备认定，计划2026年启动百人临床试验；Neuralink还与美敦力合作开 发"神经修复系统"，获欧盟CE认证。 数据显示，截止2025年底，全球脑机接口企业突破800家，中国企业占比超25%，医疗健康领域应用占 比达56%，投融资规模逼近100亿美元，一场关乎"人机协同"的技术革命已进入攻坚突破的关键阶段。 据智通财经消息，日前，西北工业大学常洪龙、吉博文科研团队宣布，我国首次完成脑机接口太空在轨 验证。 据悉，该团队研发的脑机接口产品，在极端太空环境下持续稳定采集模拟体液环境中的脑电信号，噪声 水平 ...

脑虎科技创始人彭雷表示，在政策支持力度加大、临床试验扩大和投资者兴趣日益浓厚的背景下，新一 波创业公司正竞相推动植入式和非侵入式脑机接口的商业化。彭雷连续创办了两家脑机接口创业公司， 他既是植入式脑机接口设备公司脑虎科技的联合创始人，也是非侵入式超声波脑机接口创业公司格式塔 (Gestala)的创始人兼CEO。 中国脑机产业飞速发展 凤凰网科技讯 北京时间2月23日，据科技网站TechCrunch报道，尽管埃隆·马斯克(Elon Musk)旗下 Neuralink总爱宣称自己是脑机接口技术的"开创者"，但中国的脑机接口产业已经悄然从研究阶段迈向规 模化应用。 他对这一市场潜力的信心建立在中国的切实行动之上：四川、湖北、浙江等省份已经制定了脑机接口的 医疗服务价格项目，加快了将其纳入国家医保体系的进程。 他认为，随着时间的推移，这项技术将从医疗领域"治疗疾病"拓展到"增强人类能力"。彭雷说："我一 直认为，神经科学和AI是同一枚硬币的两面。它们注定要深度融合，实现人脑与AI之间直接的高带宽 连接。脑机接口将成为碳基智能和硅基智能之间的终极桥梁。这听起来或许很遥远，但它代表着未来一 个难以想象的巨大市场。" "在 ...

▍脑机接口进入3.0时代，百花齐放指日可待。 脑机接口（brain-computer interface，BCI）是指在大脑与外部设备之间建立直接交互的通信和控制通 道。据中国信通院，目前脑机接口进入3.0时代："感知+刺激+控制"深度融合。从产业发展维度看：脑 机接口进入突破落地阶段，脑机接口主要可分为有创和无创两大类，有创还可分为全侵入式、半侵入式 和介入式。在有创领域，国产厂商逐步推进临床转化；无创领域相关公司正逐步推进产品的上市注册， 商业化放量指日可待。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 中信证券研究 文|陈竹 宋硕 曾令鹏 陈逸飞 国产首款植入式脑机接口产品近期将申请上市注册，料国内脑机接口行业将迎来DeepSeek时刻。在"政 策+资本+技术"等多重因素催化下，国内脑机接口商业化进程加速推进，料未来将逐步从"神经康 复"到"认知提升"再到"脑机融合"时代迈进。上游技术瓶颈正突破，中游中美齐头并进，下游星辰大 海。我们综合梳理三条投资主线：1）有创领域取得技术突破或优异临床效果的龙头企业。2）无创领域 应用落地场景多元化，具备较强商业化销售能力的龙头企业。3 ...

我来为您详细解读这份腾讯研究院发布的《塑造自己的下一个版本：2026前沿科技趋势》报告。这份报告以"用户视 角"出发，眺望2030年的自己，围绕五个维度展开前沿科技趋势分析。 --- 一、生命力2030：从"活得久"到"活得好" 核心观点：人类生命正经历"第三次转型" 报告开篇指出一个关键转折：过去一百年人类寿命翻了一倍，但从1900年到2000年的快速增长后，预期寿命增速已大 幅放缓。2024年《自然·衰老》期刊的研究表明，通过消除早夭和中年疾病来延长寿命的"容易摘的果实"已被采摘殆 尽。 - Alnylam Pharmaceuticals开发的RNA干扰技术仅需每六个月一次皮下注射，即可控制高血压 - 斯坦福大学开发的mRNA CAR-T技术在小鼠淋巴瘤模型中实现75%的长期无瘤生存 新范式诞生：全球正在从追求单纯的"寿命"（Lifespan）转向追求"健康寿命"（Healthspan）——即在没有严重慢性病、 残疾或认知功能衰退的情况下维持良好生活质量的年限。据世界经济论坛报告，若将人类健康寿命延长1年，产生的全 球经济价值将高达38万亿美元。 三大技术支柱 基因疗法进入"生命代码优化"时代 - CRI ...

马斯克旗下Neuralink公司目前正在招聘超过 70 个职位，涵盖工程、制造、软件、机器人技术、生物 学、质量控制、临床等领域。 ...

Group 1 - Elon Musk has been ranked No. 1 on Forbes' 2026 list of America's greatest living innovators, surpassing notable figures like Jeff Bezos and Bill Gates [1][2] - Musk is recognized for his role in building or scaling five multibillion-dollar companies across various sectors, including Tesla, SpaceX, Neuralink, xAI, and The Boring Company [2][3] - Jeff Bezos is ranked No. 2 for his impact on retail and cloud computing, while Bill Gates and George Lucas follow in third and fourth place, respectively [3][4] Group 2 - Musk's current net worth is approximately $684 billion, making him the world's richest person according to the Bloomberg Billionaires Index [5] - SpaceX is focusing on establishing a base on the moon as a priority before sending humans to Mars [5] - Blue Origin, led by Jeff Bezos, has paused its space tourism flights to concentrate on developing a lunar lander for NASA [6]

一开年，马斯克放出豪言：旗下脑机接口公司Neuralink将2026年大规模设备量产，引发全球股市上涨。 这边，被看作Neuralink最大对手的强脑科技，也迅速完成20亿元融资，并传出以保密形式递交港股IPO 申请。 而股民们最关心的A股，也没有被这股风口落下，即将迎来脑机接口第一股。 近日，脑机接口公司博睿康在上海证监局办理辅导备案登记，冲刺科创板上市。 博睿康核心团队来自清华大学，由红杉中国、百度风投等知名机构押注。 - 01 - 博睿康创始人胥红来生于1979年，本科、硕士、博士都就读于清华大学生物医学工程专业。硕博期间， 胥红来的导师是国际脑机接口学会唯一的国内理事高上凯。 2010 年，第一届中国脑机接口比赛上，胥红来看到，不管是高校代表队还是科研机构，手里的核心设 备清一色都是进口的。比赛结束后，中科院有位研究员给高上凯老师写了一封信。他在信中问，脑机接 口用到的设备全靠进口，以后还怎么产业化，成本又怎么降下来？ 2011年，胥红来拉上同系博士黄肖山创办博睿康。北京创业成本太高，团队把目光投向了常州 —— 这 里的科教城给政策、给孵化基金，连前期厂房都帮着协调。2011年11月，博睿康落地常州， ...

Core Viewpoint - Elon Musk's business empire is not limited to a single company but encompasses a vast industrial network covering space, earth, human-machine interaction, and energy, aiming for "sustainable prosperity" and "multi-planet civilization" [3] Group 1: Six Major Industrial Chains - Musk's empire is built on three main pillars: Tesla (energy + transportation), SpaceX (space exploration), and xAI (artificial intelligence), along with three extensions: Neuralink (brain-machine interface), The Boring Company (underground tunnels), and Optimus (humanoid robots), forming a self-reinforcing collaborative loop [4] Group 2: Key Data Summary for 2026 - SpaceX aims for $18.2 billion in revenue by 2025, with a 45% year-on-year increase, and plans to launch over 200 rockets, achieving a market share of 86% in U.S. space launches [5] - Tesla targets $94.827 billion in total revenue by 2025, with a projected delivery of 1.636 million vehicles and a 120% increase in FSD subscription users [5] - xAI has raised $20 billion in funding, with plans to build a data center and enhance its Grok model [5] - Neuralink has implanted devices in 12 individuals, aiming for large-scale production and expanded clinical cases [5] Group 3: Collaborative Logic of the Industrial Chain - The synergy among the six industrial chains creates a "1+1>2" effect, where energy systems from Tesla support SpaceX and xAI, while data from various sources feeds into xAI's Grok model, enhancing overall efficiency [6][7] Group 4: Global Industry Benefits - The commercialization of Musk's industrial chains is expected to drive growth in multiple related industries, including aerospace materials, lithium batteries, AI computing power, precision manufacturing, and underground engineering, with significant market growth projections for 2026 [8] Group 5: China's Related Industry Development - China's commercial space sector is rapidly developing, with over 300 companies and a market size exceeding 200 billion RMB by 2026, benefiting from global aerospace trends [9] - In the new energy and electric vehicle sector, China leads globally, with a projected production of 9.5 million electric vehicles by 2025, capturing over 60% of the global market [11] - The AI sector in China is expected to reach a scale of 500 billion RMB by 2026, with significant advancements in large models and computing infrastructure [13] - The humanoid robot and precision manufacturing sectors are also advancing, with Chinese companies focusing on key components and achieving a 35% localization rate by 2025 [14] Group 6: Insights from Musk's Industrial Logic - Musk's approach emphasizes ecological layout, long-termism, differentiated competition, and the importance of hard technology and complete industrial chains, providing valuable lessons for global and Chinese industries [15][16][17][18]

Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: Medtech/Life Sciences, specifically surgical robotics, brain-computer interfaces (BCIs), and AI diagnostics [2][4][15] - **Outlook for 2026**: Anticipated as a catalyst-rich year with significant updates expected to drive private investor interest [2] Core Themes and Insights Surgical Robotics - **Market Dynamics**: 2026 is viewed as pivotal for surgical robotics, with companies like Medtronic (MDT), CMR Surgical, and Johnson & Johnson (JNJ) launching competitive products [5][10] - **Growth Potential**: Expansion into high-volume, low-acuity procedures at ambulatory surgical centers (ASCs) is seen as a critical growth area [5][18] - **Investor Confidence**: Competitive dynamics will be crucial for investor confidence in the market, particularly regarding the ability of new entrants to compete with established players like Intuitive Surgical (ISRG) [5][10] Brain-Computer Interfaces (BCIs) - **Investor Interest**: Significant investor interest in BCIs, with over $1 billion raised in 2025 [27] - **Neuralink's PRIME Study**: Follow-up data from Neuralink's PRIME study in 2026 is expected to be a key catalyst for investor confidence in the efficacy of BCIs [5][10][31] - **Competition from China**: Increased government investment in BCIs in China poses potential challenges for US companies, raising questions about scalability and competition [9][25][26] AI Diagnostics - **Potential Benefits**: AI diagnostics could lead to earlier disease detection, improved patient outcomes, and increased procedure volumes [31][37] - **Challenges**: Reimbursement hurdles and integration into existing workflows remain significant challenges for widespread adoption [31][37] - **Provider ROI**: Increased procedures and workflow efficiencies are expected to provide financial incentives for hospital systems to adopt AI diagnostic technologies [31][37] Key Data Points Venture Capital Raises in 2025 - **Top VC Raises in Medtech**: - Neuralink: $650 million (Series E) [3] - Impulse Dynamics: $242 million [3] - Noah Medical: $230 million (Series B1) [3] - Synchron: $200 million (Series D) [3] - Lumicell: $198 million [3] - **Overall VC Deal Flow**: Down approximately 30% compared to 2023, but an increase from 2024 [21] Additional Insights - **Surgical Robotics Pricing Model Shift**: A shift towards a pay-per-procedure model is anticipated, focusing on revenue from disposables rather than the initial robot purchase [17][18] - **Emerging Technologies**: Interest in non-surgical and minimally invasive implants is growing, with advancements in AI and hardware making these technologies more viable [27] - **Healthcare System Constraints**: Capital constraints in hospital systems may favor multi-purpose robotic systems that can be utilized across various procedures and specialties [15] Conclusion - The medtech industry is poised for significant developments in 2026, particularly in surgical robotics, brain-computer interfaces, and AI diagnostics. Investor confidence will hinge on competitive dynamics, technological advancements, and the ability to navigate reimbursement and integration challenges.