业内人士认为，全球脑机接口的发展历程可以分为学术探索阶段、科学论证阶段和应用试验阶段，目前 该技术正处于第三个阶段，并蓬勃发展。 近年来，全球脑机接口技术飞速发展，应用领域正逐渐从医疗领域扩大至教育、游戏等非医疗领域。与 此同时，人工智能(AI)等新兴技术的快速演进正在推动脑机接口技术应用实现更多突破。 脑机接口是一种变革性的人机交互技术，其工作原理是采集脑部神经信号并分析转换成特定指令。该技 术能够在大脑与外部设备之间创建直接连接，实现"脑"与"机"之间的直接信息交换。 脑机接口设备的重要功能包括帮助治疗记忆力衰退、颈脊髓损伤及其他神经系统疾病，帮助有运动功能 障碍的患者、瘫痪人群恢复部分能力，甚至帮助他们重新行走，改善和提升他们的生活质量。 随着脑机接口技术的发展，其在医疗领域与非医疗领域的潜在应用场景也在不断扩展，包括监测与评估 大脑状态、调控神经、增强感官能力、提高游戏的操控性以及用于教育等领域。 目前，脑机接口技术按照其是否需要侵入大脑以及侵入的程度分为非侵入式、侵入式、半侵入式三类。 侵入式脑机接口需要将电极或传感器等硬件设备植入到大脑皮层，以直接捕获神经信号，主要优点是信 号质量较高，可以实现对 ...

西风 一水 发自 凹非寺 量子位 | 公众号 QbitAI 24小时不间断学习且不遗忘，一辈子也只有 4GB 的"知识储量"？ 科学家们最新研究，计算出了人类学习积累上限，就这么多~~ （甚至还不如一块U盘能装） 。 这是来自Cell旗下神经科学顶刊Neuron上的一项工作，它提出了一个发人深省的悖论： 人类信息处理速度仅为每秒10bit，而我们的感官系统却能以每秒10亿bit的速率收集数据。 大语言模型 每个参数就能存储2bit 知识，一个70亿参数的模型就能存储140亿bit的知识。 △ 结论来自华人学者朱泽园"Physics of Language Models"系列论文 难怪研究人员还提出了一项推论： 随着算力的不断提升，机器在各类任务中的表现超越人类只是时间问题。 另外，按照这项研究的结论，马斯克目前的脑机接口研究也有问题了。 研究人员表示： $\mathbf{S}i=\text{Sifting Number}=\dfrac{\text{Sensory information rate}}{\text{Bewiavel throughput}}=\dfrac{1\text{Gbit/s}}{10\t ...

截至2025年4月10日 10:59，国证机器人产业指数(980022)强势上涨4.81%，成分股禾川科技(688320)上涨 10.50%，捷昌驱动(603583)、麦格米特(002851)10cm涨停，信捷电气(603416)，东方精工(002611)等个股 跟涨。机器人100ETF(159559)上涨3.90%。 日前，工业和信息化部办公厅印发2025年工业和信息化标准工作要点，其中包括：加强未来产业标准建 设。开展元宇宙、脑机接口、量子信息、人形机器人、生成式人工智能、生物制造、先进计算、未来显 示、未来网络、新型储能等标准研究。 流动性方面，机器人100ETF盘中换手5.37%，成交2197.88万元。份额方面，机器人100ETF最新份额达 3.86亿份，创近1年新高。从资金净流入方面来看，机器人100ETF近4天获得连续资金净流入，最高单 日获得2000.17万元净流入，合计"吸金"3508.11万元。 机器人100ETF(159559)，场外联接(A类：020893；C类：020894)。 数据显示，截至2025年3月31日，国证机器人产业指数(980022)前十大权重股分别为汇川技术(3001 ...

Group 1 - The article highlights the upcoming artificial intelligence training course in Zhejiang province, focusing on the current state and development trends of the robotics industry, presented by Wang Xingxing, CEO of Yushu Technology [1] - The training program, which started in March, aims to educate provincial officials on AI through approximately 10 sessions, covering general knowledge, industry applications, related policies, and case studies [3] - Previous speakers in the training series include leaders from the "Six Little Dragons of Hangzhou," emphasizing the importance of local tech leaders in educating government officials [4] Group 2 - The "Six Little Dragons of Hangzhou" refers to six leading tech companies in Hangzhou, including Yushu Technology and Qiangnao Technology, known for their significant technological breakthroughs and international influence [6] - A meeting chaired by Zhejiang Provincial Secretary Wang Hao discussed enhancing the integration of technological innovation and industry, with input from 20 representatives from enterprises and research institutions, including three from the "Six Little Dragons" [7] - The Zhejiang provincial government aims to establish a strong foundation for AI industry development, positioning the region as a national innovation hub for artificial intelligence [7]

Key Points on Trade and Economic Policies - The Chinese government strongly opposes the U.S. imposition of tariffs, viewing it as a violation of World Trade Organization rules and a threat to global economic stability [3] - Six Chinese trade associations have issued statements against the U.S. tariffs, supporting the government's countermeasures [3] - Following the announcement of the "disastrous" tariff policy, U.S. Treasury Secretary Bessent may be planning to resign due to his opposition to aggressive tariff increases [3] Key Points on Commodity Markets - The commodity market is experiencing significant downturns due to the U.S. government's tariff policies, with oil prices dropping over 8% and gold prices also declining [5] - The unexpected tariff policies have led to increased trade costs for non-U.S. countries, resulting in weakened global economic expectations and reduced commodity demand [5] Key Points on Macroeconomic Indicators - China's commodity price index for March was reported at 113.4 points, showing a month-on-month increase of 0.7% and a year-on-year increase of 1.3%, indicating a positive start to the year [7] - In the first quarter, China's offline consumption index grew by 14.2% year-on-year, with small commodity market activity increasing by 16.3% [8] Key Points on Domestic Stock Market - Gold-related ETFs have seen a surge in investment, with total assets exceeding 110.468 billion yuan and an average net asset growth rate of around 20% this year [10] - Several lithium companies reported significant losses for 2024, with Tianqi Lithium losing 7.905 billion yuan and Ganfeng Lithium losing 2.074 billion yuan, indicating ongoing challenges in the lithium market [10] - Over half of the listed securities firms have reported a reduction in IT personnel, with some major firms cutting over 200 positions, while others are increasing hiring [11] Key Points on Financial Sector Developments - Several small public fund companies have increased their registered capital, reflecting shareholder confidence in the long-term value of the industry [14] Key Points on Real Estate Market - In the first quarter, over 70% of the top 100 real estate companies saw a decline in market value, although there are signs of stabilization in the housing market [16] Key Points on Industry Developments - The State Grid Corporation reported a 27.7% year-on-year increase in investment by the end of March, marking a historical high for the first quarter [18] - The AI open-source community Hugging Face has ranked Alibaba's Qwen2.5-Omni model at the top, indicating advancements in AI technology [18] - The brain-computer interface technology is making significant progress in the medical field, with clinical validation of the "North Brain No. 1" system underway [18] Key Points on International Trade and Tariffs - The U.S. government has officially implemented a 10% baseline tariff on most imported goods [22] - The new tariffs, particularly a 25% tariff on imported cars, have raised concerns in Germany, which heavily relies on exports to the U.S. [22] - The new tariff policies are expected to increase costs for various industries in the U.S., ultimately affecting consumers [22] Key Points on International Stock Market Reactions - Nintendo has postponed the pre-order of its Switch 2 in the U.S. due to the potential impact of the new tariffs [26] - Jaguar Land Rover has suspended exports to the U.S. in response to the new tariff measures [26] Key Points on Commodity Prices - Global trade tensions have led to a sell-off in gold, with prices adjusting downwards despite a year-to-date increase of over 15% [28] - The price of palm oil exports from Malaysia has decreased by 6.44% in early April [30]

报名：首届全球眼科大会 | 议程更新 报名：首届全球骨科大会 | 议程更新 报名：首届全球心血管大会 | 奖项申报 合作伙伴征集：2025全球手术机器人大会 据悉，2025年3月31日，湖北率先为脑机接口医疗服务定价，明确3个项目收费标准，为未来技术落地服务患者打下基础。 | 项目名称 | 价格(元/次) | | --- | --- | | 侵入式脑机接口 置入费 | 6552 | | 侵入式脑机接口 取出费 | 3139 | | 非侵入式脑机接口 适配費 | ે રેણ | # 意义分析 2025年3月12日，国家医保局发布 《神经系统类医疗服务价格项目立项指南》 ，其中专门为脑机接口新技术单独立项，设立了侵入式脑机接口置入费、取出费，非侵入式脑机接口适配费等价格项目。这意味着，一旦脑机接口技术成 熟，快速进入临床应用的收费路径已经铺好。 湖北省医保局于2025年3月31日发布全国首个脑机接口医疗服务价格，这一举措具有多方面的重要意义。 对医疗行业的意义： 此前脑机接口技术因收费模糊难以大规模临床应用，定价之后 3月中旬，国家医保局发布《神经系统类医疗服务价格项目立项指南》，其中专门为脑机接口新技术价格单独 ...

出品：新浪财经创投Plus 统计区间内，锡创投公开披露的股权投资事件共7起，较2024年同期增长75%，环比翻了3.5倍。往期数据显示，2024年上半年锡创投保持相对活跃的投资状 态，但下半年整体放缓，单季投资频率一度低至6次。2025年一季度机构共出手12次，环比基本持平。 从投资阶段来看，本月锡创投的关注重点以早期为主，参投Pre-A轮和A轮事件数占比超85%。从所关注的行业赛道来看，锡创投重点关注先进制造赛道， 其中电子设备领域获投企业约占比75%。在炙手可热的人工智能赛道，商业模式相对成熟的智能机器人公司程天科技获得来自锡创投和国联投资近亿元B轮 融资。 作者：shu 基于公开数据不完全统计，2025年3月新增登记的私募股权、创业投资基金管理人共19家，同比、环比分别激增111.1%、216.7%，创下近12个月内新高；新 增备案私募股权投资基金、创业投资基金合计351只，较2024年3月提升16.2%，与2025年2月相比增长20.6%。 国内一级股权投资市场共发生471起融资事件，同比提高27.3%，环比增长16.0%；披露总融资额约297.03亿元，虽然与2024年3月的近千亿元融资额相去甚 远 ...

Core Insights - The report indicates a neutral market sentiment with a score of 42, suggesting a balanced outlook for investors [2][10] - Recent trends show a gradual improvement in market sentiment, supported by favorable policies, leading to a potential upward market trajectory [10] Market Themes Tracking - **Medical Devices**: The National Medical Products Administration is seeking opinions on measures to optimize lifecycle regulation and support innovation in high-end medical devices. This includes accelerating the release of standards for medical exoskeleton robots and imaging equipment. Key companies include United Imaging Healthcare (688271) and Mindray Medical (300760) [7] - **Brain-Computer Interface**: At the 2025 Zhongguancun Forum, officials highlighted the rapid advancement of AI technology driving the development of brain-computer interfaces. The Ministry of Industry and Information Technology plans to issue guidelines to promote innovation in this sector. Relevant companies include Innovation Medical (002173) and Weisi Medical (688580) [7] - **AI**: Following the release of OpenAI's GPT-4o, there has been a surge in AI-generated images on social media. This trend is expected to continue, with companies like Shengtian Network (300494) and Aofei Entertainment (002292) positioned to benefit [7] Major Capital Inflows and Outflows - The report lists the top ten stocks with significant net inflows, including AVIC Capital (600705) with a net inflow of 518.73 million and Xinyada (600571) with 505.03 million [11] - Conversely, the top ten stocks with net outflows include Lanshi Heavy Industry (603169) with a net outflow of 558.67 million and Luxshare Precision (002475) with 455.99 million [13] Industry Analysis - The report highlights the financial sector (SW Non-Bank Financials) as the leading industry for net inflows, totaling 1.43 billion, while the electronic sector experienced the highest net outflow of 1.83 billion [16][21] - The medical and biological sector is noted for significant net outflows, amounting to 307.59 million, indicating potential challenges in this industry [21]

Group 1 - Xiangyu Medical is actively engaged in the fields of rehabilitation robots and brain-computer interfaces, focusing on four directions: movement, therapy, assessment, and nursing [1] - The company has over 20 ongoing projects related to rehabilitation robots, with a portable exoskeleton walking robot expected to obtain certification within the year [1] - Xiangyu Medical has established the Sun-BCI Lab for brain-computer interfaces, covering four product categories, with some products expected to receive certification in the second half of the year [1] Group 2 - The National Healthcare Security Administration has released a guideline for pricing projects related to neurological medical services, supporting the realization of high-level medical technology value [1] - Hubei province has taken the lead in implementing specific pricing, providing a reference template for other regions [1] - The company possesses core algorithm intellectual property and has independently developed high-precision multimodal brain-computer interface rehabilitation devices [1] Group 3 - Xiangyu Medical's testing and inspection center is equipped with advanced testing equipment, offering one-stop testing services [1] - The company also provides rehabilitation equipment for children and multidisciplinary pelvic floor products [1] - The company is scheduled to disclose its first-quarter report for 2025 on April 25 [1]

4月1日早盘，脑机接口概念快速拉升，截至发稿，创新医疗逼近涨停，爱朋医疗涨近9%，三博脑科、 诚益通、国际医学等跟涨。 | 代码 | 名称 | 张幅号 | 现价 | | --- | --- | --- | --- | | 002173 | 创新医疗 | +9.48% | 10.25 | | 300723 | 爱朋医疗 | +8.94% | 25.12 | | 688626 | 翔宇医疗 | +5.22% | 38.29 | | 300003 | 乐普医疗 | +4.82% | 11.97 | | 301293 | 三博脑科 | +4.35% | 50.60 | | 300430 | 诚益通 | +4.34% | 19.46 | | 000516 | 国际医学 | +4.22% | 5.69 | | 688273 | 麦澜德 | +4.11% | 29.13 | | 603610 | 麒盛科技 | +3.98% | 12.03 | | 002602 | ST华通 | +3.27% | 6.63 | | 60/889 | 成都华微 | +2.85% | 33.53 | | 600998 | 九州通 | +2.18 ...