1.马斯克切脑全场震撼，插脑只要1.5秒，26年治愈失明 最近，马斯克带着脑机接口Neuralink团队，开了1小时发布会，整个过程亮点满满，Neuralink宣布，目前全 球已经有七人植入了设备。通过「心灵感应」产品，他们重获跟物理世界交互的能力，可以用大脑玩马里 奥赛车、使命召唤，甚至可以控制机械臂写字了。 2.克莱斯勒在美召回超25万辆汽车 6月28日，据美国国家公路交通安全管理局（NHTSA）披露，由于左右侧帘式安全气囊可能因接缝密封不当 而导致压力保持力不足，克莱斯勒召回部分2022-2025年款Pacifica和Voyager汽车，共计250,651辆。 3.特斯拉首辆全自动驾驶汽车交付，雷军：确实了不起，我们继续学习 据新浪财经，特斯拉副总裁陶琳发微博称，历史上首次车辆自己交付到车主手中。全程没有驾驶员、没有 远程操控，最高时速达到115公里，平安来到客户家门口。这是一台焕新Model Y。小米创办人，董事长兼 CEO雷军转发其博文称，特斯拉确实了不起，在很多领域引领行业趋势，尤其是FSD。"我们还要继续学 习。" 点评：特斯拉领跑智驾赛道，雷军谦逊致敬显格局。科技竞速，中国力量正加速追赶。 4 ...

证券研究报告 | 2025年06月29日 高技术制造业宏观周报 国信周频高技术制造业扩散指数小幅走弱 国信周频高技术制造业扩散指数小幅走弱。截至 2025 年 6 月 21 日当周， 国信周频高技术制造业扩散指数 A 录得-0.2；国信周频高技术制造业扩 散指数 B 为 50.6，较上期小幅走弱。从分项看，动态随机存储器价格上 升，半导体行业景气度上升；六氟磷酸锂、丙烯腈价格下降，新能源、 航空航天行业景气度下降；6-氨基青霉烷酸、中关村电子产品价格指数 不变，医药、计算机行业景气度不变。 高技术产业跟踪方面： 高技术制造业高频数据跟踪上，6-氨基青霉烷酸价格 260 元/千克，与 上周持平；丙烯腈价格 8150 元/吨，较上周下降 50 元/吨；动态随机存 储器（DRAM）价格 1.3910 美元，较上周上升 0.061 美元；晶圆（Wafer） 价格最新一期报 2.73 美元/片，与上周持平；六氟磷酸锂价格 5.17 万 元/吨，较上周下降 0.05 万元/吨；中关村电子产品价格指数:液晶显示 器最新一期报 91.04，与上周持平。 高技术制造业政策动向上，6 月 25 日，非侵入式脑机接口医疗器械国家 ...

Core Insights - Neuralink has made significant advancements in brain-machine interface technology, with 7 human subjects currently using their devices for an average of 50 hours per week, with some reaching up to 100 hours [1][3] - The company recently raised $650 million from top-tier investors, indicating strong market interest in the brain-machine interface sector [3] - Neuralink's "blind vision" plan aims to enable blind individuals to perceive images through their brains by 2026, potentially revolutionizing medical and sensory technology [4] Investment Perspective - The brain-machine interface sector is gaining momentum, with companies like Neuralink attracting substantial investment, leading to significant stock price increases in related companies [3] - The industry is still in its early stages, with challenges such as the lack of standardization in upstream devices and the need for advancements in chips and algorithms [3] - Long-term commercialization of applications, such as treatments for conditions like ALS, may take 5 to 10 years [3] Ethical and Regulatory Considerations - The ambition of merging human consciousness with machines raises ethical and legal questions, particularly regarding data privacy and potential misuse of technology [5] - Monitoring the speed of technological iterations and regulatory developments will be crucial for the industry's growth [5]

首先，Neuralink宣布，目前全球已经有七人植入了设备。 通过「 心灵感应 」产品，他们重获跟物理世界交互的能力，可以用大脑玩马里奥赛车、使命召唤， 甚至可以控制机械臂写字了。 来源丨新智元（ID：AI_era） 编辑丨 Aeneas 定慧 图源丨直播截图 就在刚刚，马斯克又整大活了！ 他带着脑机接口Neuralink团队，开了1小时发布会，整个过程亮点满满，全程高能。 现在，植入脑机接口设备的七人玩游戏的视频，已经在全网热传。 另外，马斯克还骄傲宣称：有了Neuralink，每个人类都可以意念操控一台特斯拉擎天柱！ 你的整个意识都可以魂穿进去——你就是擎天柱，擎天柱就是你，简直太科幻了。 而到了2026年，马斯克甚至还打算让盲人重见光明，甚至发展出像《星际迷航》中的Geordi一样超 人般的多波段视觉，看到雷达、红外线、紫外线！ 甚至这位脊髓损伤导致失去手部功能的Alex，可以用意念控制虚拟机械手，和自己的叔叔玩「 石头 剪刀布 」了。 不过，马斯克表示，Neuralink想做的不止于此，最终，他们要打造一个全脑接口，让全人类的集体 意志和AI意志相匹配！ 同时，他们公布了一个劲爆的三年路线图。 如果顺 ...

Core Insights - Shanghai is at the forefront of brain-computer interface (BCI) technology development in China, having established a comprehensive R&D system covering invasive, semi-invasive, and non-invasive technologies [1][6] - The first prospective clinical trial of an invasive BCI system in China has been successfully conducted, making China the second country globally to enter the clinical trial phase [1][7] - Shanghai aims to build an innovative ecosystem for BCIs by 2027, with a focus on high-quality brain control and clinical applications of BCI products [6][7] Industry Developments - The first non-invasive commercial brain control product is expected to launch by the end of the year, indicating rapid advancements in BCI technology [3] - The research team is focusing on breakthrough innovations in BCI systems, utilizing vast amounts of implanted brain activity data to train brain signal models for applications in brain diseases and human-computer interaction [3][4] - The strategic value of brain data resources is emphasized, as brain signals remain largely unexplored compared to other non-brain data [3][4] Challenges and Solutions - Key challenges for invasive BCIs include safely and efficiently acquiring high-quality signals, understanding neural encoding and decoding mechanisms, and adhering to ethical and legal standards regarding data privacy [5] - The complexity of BCI systems necessitates a holistic approach, addressing the integration of electrodes, chips, algorithms, and power consumption to create functional BCI products [5] - The industry is encouraged to focus on the effectiveness of solutions rather than merely pursuing cutting-edge technologies, advocating for a "BCI+" ecosystem that connects with embodied intelligence and AI [5] Future Vision - The ultimate goal for BCIs is to enable comprehensive decoding of various brain functions and achieve model generalization for different individuals [4] - The vision includes connecting BCIs with various technologies, creating a "brain internet" that facilitates interaction between the brain and intelligent systems [4][5] - By 2030, Shanghai aims to establish itself as a global hub for BCI product innovation, with a fully operational clinical application of BCI products and a self-sufficient industrial chain [7]

Group 1 - The China Securities Regulatory Commission (CSRC) has imposed penalties on the previously delisted company, Yuebo Power, for information disclosure violations, proposing fines totaling 30.8 million yuan and market bans for involved parties [2] - The U.S. stock market saw gains, with the Nasdaq and S&P 500 indices reaching all-time highs, influenced by economic data that strengthened expectations for interest rate cuts [2][3] - The Shanghai and Shenzhen stock exchanges plan to adjust the price fluctuation limits for risk-warning stocks from 5% to 10%, aiming to enhance trading efficiency and protect investor rights [2] Group 2 - The Ministry of Finance reported that as of the end of May, the total local government debt in China was 5.12475 trillion yuan, with general debt at 1.71838 trillion yuan and special debt at 3.40637 trillion yuan [3] - The National Development and Reform Commission announced multiple measures to stabilize the economy, including a new round of consumption incentives and policies to promote equipment upgrades [4] - International gold prices fell sharply, with spot gold hitting a one-month low, attributed to reduced geopolitical risks and lowered expectations for U.S. interest rate cuts [5]

近日，我国首例侵入式脑机接口的前瞻性临床试验成功开展，标志着中国在侵入式脑机接口技术上，成 为继美国之后全球第二个进入临床试验阶段的国家。 赵郑拓说，他们研发的神经电极横截面积小、柔性大，降低了对脑组织的损伤。该超柔性神经电极具备 高密度、大范围、高通量、长时间稳定在体内采集神经信号的能力。 这项成果也实现了"手术友好"，该中心研制的植入体直径26毫米、厚度不到6毫米。路俊锋说，只需要 在大脑运动皮层上方的颅骨上"打薄"出一块硬币大小的凹槽用以镶嵌设备，再在凹槽中打一个5毫米的 穿刺孔，用钨针将两根像轻薄丝带一样的超柔性神经电极从穿刺孔"埋入"脑组织中，相当于神经外科的 微创手术，整个植入过程耗时20—30分钟。 精准定位和植入是整个手术成功的关键。在为受试者进行手术前，路俊锋团队采用了功能磁共振成像联 合CT影像技术，重构了受试者专属三维模型与人脑运动皮层的详细功能地图，以确保植入位置的精确 性。手术当天，路俊锋团队借助高精度导航系统，在唤醒手术下将超柔性神经电极植入受试者大脑的运 动皮层指定区域，整个手术过程精确到毫米级别，最大限度地保证了安全性和有效性。 该临床试验的受试者是一名因高压电事故导致四肢截肢 ...

Core Viewpoint - Zhejiang Dongri has experienced a significant stock price surge due to market speculation linking it to brain-computer interface technology, despite its primary business being in agricultural products and related services [1][2][8]. Company Overview - Zhejiang Dongri operates in the agricultural sector, focusing on wholesale market operations, food distribution, and tofu production [8]. - The company has adopted a "1+2+N" business model, where "1" refers to market operations, "2" includes food distribution and tofu production, and "N" encompasses various technology-driven initiatives [3]. Recent Developments - In 2024, Zhejiang Dongri established Peianmei Technology Co., Ltd. to collaborate with medical universities on special medical foods and nutrition therapy [6]. - A strategic cooperation intention was announced with Capital Medical University to advance brain-computer interface technology, which has led to speculation and a surge in stock price [6][7]. Stock Performance - From June 17 to June 27, Zhejiang Dongri's stock price increased by 99%, achieving six trading limit-ups in nine days [2][8]. - The company reported a cumulative price increase of 100% over ten trading days, prompting a notice of abnormal trading activity [8]. Financial Impact - Peianmei reported minimal financial impact on Zhejiang Dongri, with a revenue of 2.87 thousand yuan and a net loss of 66.14 thousand yuan for the current year [8]. - The company aims to achieve over 900 million yuan in main business revenue in 2025, with approximately 1.7 million yuan in revenue reported for the first quarter of 2024 [9].

袁冰介绍，在产业创新赛道上，四川将鼓励成都以科技创新为引擎，在人工智能、低空经济、生物医药 等新兴领域加速奔跑，大胆前瞻布局量子科技、脑机接口等充满想象空间的产业新赛道。不仅如此，还 将助力成都打造一批智能终端、无人机等领域的"爆款产品"，同时推动高水平产业技术创新平台建设， 激发新技术新产业的创新活力，让企业不断实现技术升级、产品焕新。 在区域协同发展方面，成都将发挥更大作用。四川支持成都与其他市（州）携手，建立区域产业布局协 调机制，推广"总部+生产基地"等模式，构建"研发在成都、制造在其他市（州）"的产业协作格局，带 动各地开展技术攻关，实现协同共赢。四川鼓励成都承担更多国家产业基础再造等行动任务，加快完成 国家先进制造业集群培育，推动重点产业园区改革创新，向着建设具有特色优势的世界级产业集群目标 迈进。 在提升优势能级方面，四川将全力支持成都深耕"建圈强链"生态。助力成都构建现代化产业体系，推动 重点产业链高质量发展，拓展产业新版图。支持成都科创生态岛先行先试，实现"创新链、产业链、资 金链、人才链"深度融合，同时助力企业成长，鼓励工业企业"上规、上市、上榜、上云"，不断强链、 补链、延链。 （文章来 ...

作为医生，吴成翰也和无数同行一样，想象过一个被脑机接口 改变的未来：数以千万计的因渐冻症、小儿麻痹症、外伤、脑 肿瘤、脑血管病引起的瘫痪病人，在技术的帮助下实现生活自 理，无数失能者、照护者的生活得到解放。 作者： 张铃 封图：受访者供图 十几天过去，神经医学专家林志雄、吴成翰依然清晰地记得那台特别的手术。 6月14日的下午，他们和脑机接口科学家、南开大学教授段峰合作，将介入脑电传感器芯片通过血 管放进了一名偏瘫病人的颅内静脉窦。他们希望通过这台手术，帮助修复病人的运动功能。 一周后，他们向外界宣布了手术结果：手术顺利，病人的抓握功能得到了改善。 手术前，医生们已经连续几天和病人谈话，内部会议也开了好几场，反复讨论手术方案。手术当天 上午，除了讨论手术方案，医生们还重点讨论了安全性问题，对电极置入时可能出现的意外逐一分 析和研究。 与其他有创操作一样，将电极置入受试者颅内血管壁的手术有潜在风险。比如，芯片能不能安全地 放入脑内？静脉的沿线有没有问题？术中会不会出现血管损害、痉挛、出血？支架放不进去或卡住 怎么办？病人血压过高或过低怎么办？发生异物感染怎么办？一旦出现问题要怎么补救？医生们推 演着每一种可能的意 ...