【隔夜行情】 •周五（2025年5月30日），A股三大指数集体下跌，截至收盘，沪指跌0.47%，报收3347.49点；深成指 跌0.85%，报收10040.63点；创业板指跌0.96%，报收1993.19点，两市成交额较上一交易日减少462.43亿 元，合计成交11391.79亿元。 •周一（2025年6月2日），港股三大指数早盘集体杀跌，恒指一度失守两万三大关，截止收盘，恒生指 数跌0.57%或131.8点，报23157.97点，全日成交额为1452.45亿港元；恒生国企指数跌0.86%，报8359.26 点；恒生科技指数跌0.7%，报5134.11点。 •周一（当地时间2025年6月1日），美股三大指数集体收涨，截至收盘，道琼斯指数涨0.08%，报 42,305.48点；标普500指数涨0.41%，报5,935.94点；纳斯达克指数涨0.67%，报19,242.61点。 【今日新股】 今日1只新股申购，无新股上市。 新股申购： 海阳科技，证券代码603382，发行价格11.5元/股，发行市盈率12.69倍；公司是国内从事尼龙6系列产品 研发、生产和销售的主要企业之一，主要产品为尼龙6切片、尼龙6丝线、帘子 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、美股三大指数集体收涨，道指涨0.08%，纳指涨0.67%，标普500指数涨0.41%，科技股多数上涨， AMD、Meta涨超3%，超微电脑涨近3%，博通涨超2%，英伟达涨超1%，特斯拉、谷歌跌超1%。贵金 属、金属原材料涨幅居前，世纪铝业涨超21%，黄金资源涨超16%，美国黄金公司涨超10%，泛美白银 涨超7%，麦克莫兰铜业涨超4%。中概股多数收涨，纳斯达克中国金龙指数涨0.53%，霸王茶姬涨近 10%，老虎证券涨超3%。 2、国际金价大幅走高，现货黄金涨2.8%，报3380.81美元/盎司；COMEX黄金期货涨2.74%，报3406.40 美元/盎司；现货白银涨5.32%，报34.73美元/盎司；COMEX白银期货涨5.76%，报34.93美元/盎司。国 际油价全线上涨，美油主力合约涨3.7%，报63.04美元/桶；布油主力合约涨3.63%，报65.06美元/桶。美 元指数盘中跳水，最终跌0.75%，报98.69，非美货币多数上涨。欧洲三大股指收盘涨跌不一，德国DAX 指数跌0.28%，报23930.67点；法国CAC40指数跌0.19%，报7737 ...

Group 1 - Neuralink, a brain-computer interface startup founded by Elon Musk, has completed a $650 million funding round with participation from notable investors such as ARK Invest, Founders Fund, Sequoia Capital, Thrive Capital, and Lightspeed Venture Partners [1] - The funds will be used to expand the technology's reach to more patients and develop new devices that deepen the connection between biological intelligence and artificial intelligence [1] - Neuralink's first product, "Telepathy," involves 64 threads thinner than a human hair implanted in the brain, with 1,024 electrodes to record neural signals, aimed at helping severely paralyzed patients regain some autonomy [1] Group 2 - Other companies, including Synchron, Paradromics, and Precision Neuroscience, are also actively developing similar brain-computer interface technologies, indicating a competitive landscape [2] - Paradromics has successfully implanted its brain-computer interface system in humans, further intensifying competition in the field [2] - Musk has expressed ambitious goals for Neuralink, including restoring vision for blind patients, with the device "Blindsight" receiving breakthrough device designation from the FDA [2] Group 3 - Despite recent progress and substantial funding, the commercialization of brain-computer interface technology faces significant challenges, including safety, ethical concerns, regulatory scrutiny, and user acceptance [3]

以下文章来源于东四十条资本 ，作者鲁智高 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 几天前，马斯克创立的脑机接口公司Neuralink传出已经完成6亿美元融资，投前估值达到90亿美元 （约647亿元）。这也意味着，他们大概率已经成长为一个超级独角兽。 虽然在特斯拉、SpaceX、X、xAI等公司上投入了主要精力，但从马斯克频频为这家公司公开站台来 看，这位身价达到3420亿美元的世界首富还是为Neuralink的发展提供了不少帮助。 一路走来，Neuralink已经从马斯克、创始人基金（Founders Fund）、德丰杰成长基金（DFJ Growth）、谷歌风投（Google Ventures）、Vy Capital、Vantage Legacy Capital、Craft Ventures等 手中累计拿到超过12亿美元。 将投中网设为"星标⭐"，第一时间收获最新推送 9年成长为超级独角兽。 作者丨 鲁智高 来源丨东四十条资本 刚宣布回归全天候工作没多久，马斯克便给旗下公司融了一笔钱。 将设备植入大脑，已完成三例人体试验 通过Neura ...

以下文章来源于东四十条资本 ，作者鲁智高 虽然在特斯拉、SpaceX、X、xAI等公司上投入了主要精力，但从马斯克频频为这家公司公开站台来 看，这位身价达到3420亿美元的世界首富还是为Neuralink的发展提供了不少帮助。 一路走来，Neuralink已经从马斯克、创始人基金 （Founders Fund） 、德丰杰成长基金 （DFJ Growth） 、谷歌风投 （Google Ventures） 、Vy Capital、Vantage Legacy Capital、Craft Ventures 等手中累计拿到超过12亿美元。 一、将设备植入大脑，已完成三 例人体试验 通过Neuralink，马斯克正在将科幻变为现实。 早在1924年，人类便首次检测到脑电信号。到了1973年，美国计算机教授雅克·维达尔首次提出"脑 机接口"的概念。 在他的设想中，通过放置在头皮上的电极，可检测到大脑发出的实时信号翻译后，用于控制计算机。 虽然这一概念的应用长期停留在科幻作品中，但还是给马斯克留下了深刻印象。 为了实现人类与人工智能共生，以及应对人工智能有可能接管世界的情况，马斯克等人于2016年创 立Neuralink， ...

Group 1 - Neuralink, founded by Elon Musk, secured $600 million in funding, setting a record for brain-computer interface financing globally [1] - The FDA granted Neuralink's device "breakthrough medical device" designation, indicating positive recognition for its clinical application prospects [1] - The brain-computer interface (BCI) technology aims to allow direct control of computers and devices through thought, potentially impacting millions of people in the future [2][3] Group 2 - The concept of brain-computer interfaces was introduced in 1973, with significant advancements made since the establishment of Neuralink in 2016 [2] - The industry is witnessing an influx of participants, including companies like BrainCo, Biorobotics, and others, focusing on invasive BCIs for central nervous system diseases [2][4] - By 2025, invasive BCIs are expected to achieve significant breakthroughs, transitioning from laboratory research to clinical trials [2][4] Group 3 - In 2023, several hospitals in China reported a surge in clinical trials for wireless implanted BCIs, with successful surgeries conducted on patients with various conditions [4][12] - Companies like MicroLink and Step Medical are developing flexible electrodes that enhance the safety and efficacy of BCI systems [8][9] - The development of flexible electrodes is crucial for minimizing damage to brain tissue and improving signal quality [7][8] Group 4 - The global market for BCIs in serious medical applications is estimated to be between $15 billion and $85 billion [10] - Investment in the BCI sector is increasing, with significant funding rounds reported in early 2023, indicating a growing interest in the commercialization of this technology [10][19] - The Chinese government is actively working on regulatory frameworks for BCI medical devices, which is expected to facilitate faster clinical applications [14][20] Group 5 - The clinical applications of BCIs are primarily focused on motor control, sensory restoration, and neural modulation [15] - Companies are exploring various use cases, including helping paralyzed patients regain control over their movements and improving communication for those with speech impairments [11][15] - The industry is still in the early stages of development, with many technologies remaining in experimental phases [17][18]

1、行情 最后一天，A股以缩量小幅下跌结束了5月的表演。 题材方面，脑科学早盘走强，创新医疗涨停，冠昊生物、爱朋医疗盘中双双涨超15%，中科信息、诚益通、三博脑科、翔宇医疗等集体大涨； 养殖板块表现较强，巨星农牧、湘佳股份涨停，晓鸣股份、神农集团、华统股份、牧原股份等走强； 低空经济午后发力，纵横股份（20CM）、绿能慧充、永悦科技、海格通信（炸）、路桥信息（30CM）涨停，商络电子午后水下爆拉一度涨超 17%，深城交、莱斯信息、广联航空、上工申贝、航天彩虹等集体走强； 强势股集体重挫，王子新材、融发核电、苏州龙杰、丽人丽妆、中超控股、尚纬股份、尤夫股份、国芳集团、永安药业、京华激光、渝三峡A等 集体跌停； 此外，医药产业链、银行等相对较强，数字人民币迎来较大分化，核聚变、无人驾驶、人形机器人等跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.47%、0.85%、0.96%，市场超4100股下跌，1100余股上涨。 2、脑科学 昨日强势板块今日开盘都集体拉胯。 但就在题材股早上情绪大幅退潮的时候，脑科学板块逆势走强。 创新医疗直线拉板，冠昊生物、爱朋医疗盘中双双涨超15%； 中科信息、诚益通、三博脑科、 ...

Core Insights - Neuralink has recently completed a new funding round of $600 million, with a pre-money valuation of $9 billion, significantly exceeding previous market expectations of $500 million [2][5][26] - The company is leading the global brain-computer interface (BCI) sector, with its valuation nearly doubling within a year [5][26] - Neuralink's technology consists of two main components: the N1 implant and the R1 surgical robot, forming a closed-loop neural interface platform aimed at enabling "thought control" interactions [7][26] Funding and Valuation - Neuralink's recent funding round raised $600 million, bringing its total valuation to $9 billion [2][5] - The company has accelerated its fundraising efforts since 2023, with previous rounds including $280 million in August and an additional $43 million shortly after [5] Technology Overview - The N1 implant is a miniaturized device measuring 23mm x 8mm, featuring 1024 electrodes and wireless charging capabilities, designed for long-term implantation without immune rejection [8][10] - The R1 surgical robot is equipped with advanced imaging systems to ensure precise implantation of the N1 threads into the brain [13][15] - Neuralink's system utilizes low-power processing chips and AI algorithms to decode neural signals into actionable commands for external devices [11][19] Clinical Progress - As of early 2025, Neuralink has conducted successful human implant surgeries, with patients demonstrating the ability to control computer cursors through thought [20][22] - The company is focusing on high-level paraplegics and ALS patients while exploring broader applications such as silent communication and smart home control [19][22] Market Potential - The BCI market is projected to reach $400 billion, with significant opportunities in treating neurological disorders and enhancing cognitive functions [23] - In China, the introduction of pricing guidelines for invasive BCI procedures marks a critical step towards large-scale clinical application [25] Conclusion - Neuralink represents a significant player in the BCI field, with its comprehensive closed-loop neural system platform setting a new standard for competition [26][27] - The future of BCI is envisioned as a collaborative effort across research, engineering, clinical practice, market dynamics, and policy [27]

国内脑机接口产业正迎来政策层面的有力支持。2023年8月，工业和信息化部联合科技部、国家能源局、国家标准委共同印发《新产业标准化领航工程实施 方案（2023—2035年）》，明确支持脑机接口技术作为未来产业进行研发和产业化布局。北京、上海等重点城市也相继发布了脑机接口未来产业培育行动方 案，为产业发展提供了具体的实施路径。 Neuralink公司此次融资规模相比2023年11月的4300万美元有了显著提升，当时公司估值约为50亿美元。短短数月时间内，公司估值几乎翻倍增长，反映出资 本市场对脑机接口技术前景的强烈看好。该公司正在积极扩大患者注册范围，将全球范围内的潜在参与者纳入临床试验体系。 随着临床试验规模的持续扩大，Neuralink开始探索脑机接口技术在更多健康领域的应用可能性。公司的视觉恢复设备Blindsight已于2024年获得美国食品药 品监督管理局的"突破性设备"认证。马斯克曾公开表示，Blindsight技术将为双眼失明且视神经功能丧失的患者带来重新获得视力的希望。这项技术突破为脑 机接口在医疗康复领域的应用开辟了新的道路。 政策支持助力产业发展 脑机接口概念板块在5月30日盘中表现强劲，多只 ...

Core Viewpoint - The establishment of the Aipeng Medical Artificial Intelligence and Brain-Computer Interface Research Institute marks a significant step in the integration of brain science and AI, aiming to drive innovation in the medical field through advanced technology [1][3]. Group 1: Research Institute and Expert Involvement - The research institute has appointed a group of experts from prestigious institutions to support Aipeng Medical in technology innovation, product implementation, and industry collaboration [3]. - The chairman of Aipeng Medical emphasized the importance of embracing the opportunities presented by AI and brain-computer interface technologies to explore new possibilities at the intersection of technology and clinical applications [3]. Group 2: Market Growth and Focus Areas - The global brain-computer interface market has grown from $1.2 billion in 2019 to nearly $2 billion in 2023, with a compound annual growth rate (CAGR) exceeding 13%, and is projected to reach $7.63 billion by 2029 [5]. - The research institute will focus on three main areas: pain management, anesthesia and sedation, and mental health treatment, aiming to enhance medical service quality and efficiency [5]. Group 3: Clinical Applications and Innovations - Approximately 27% of the global population suffers from sleep disorders, with nearly 300 million affected in China, highlighting the need for innovative solutions in sleep medicine [7]. - Aipeng Medical's new generation ADM anesthesia depth monitor leverages non-invasive EEG technology and AI to provide real-time monitoring and precise staging of sleep, paving the way for intelligent solutions in sleep medicine [7]. - The company is also developing brain-computer interface products for ADHD treatment, utilizing game-based interactive designs to enhance engagement and compliance among children [9]. Group 4: Long-term Technological Innovation - Aipeng Medical has a history of strategic investments in brain-computer interface technologies, including partnerships and product launches since 2019, indicating a systematic approach to this high-barrier field [13]. - The establishment of the research institute aims to bridge the gap between academia and industry, facilitating a collaborative environment for technological advancements [14][16]. - The company plans to leverage the research institute to drive long-term technological innovation and transition from a traditional medical device manufacturer to an AI-driven medical technology platform [16].