可控核聚变、量子计算、人工智能、人形机器人、脑机接口、合成生物与细胞基因治疗，这几年诞生的 这一批科技创新，我称之为"文明级创新"——对于人类自身、人类文明形态，乃至于地球和行星文明都 将产生创造性、颠覆性和重构性的深远影响。 新的文明正在诞生——许多年后，我们回顾这个时代，我们将发现，后疫情时代，最为猛烈和无声的变 革，是文明级的创新、是新世代的萌芽、是新文明的诞生。这几年涌现的这一批创新业态，不是传统意 义上工业革命或信息革命的线性升级版本，不是人类有史以来定义的那些具有开创意义的创新，更不是 软硬科技之分。 什么样的科技创新能称之为"文明级创新"？这些文明级的科技创新是怎么突然涌现的？这些文明级的科 技创新，对于每个人、人类、人类社群，以及人类文明到底意味着什么？这些文明级创新叠加对于人类 未来意味着什么？ 不要小瞧商业化啊——一旦进入现代工业级生产环节，很快，他们就具备更惊人的几何级数的迭代能 力。我们常说，不要高估未来三年的变化，但任何人都不要低估未来十年的变革！马拉松竞赛场地上蹒 跚起步、幼稚可笑的人形机器人，将在十年后反讽那些曾发出讥诮声音的人们。 具有革命意义的科技创新大致可分为三大类：能源、 ...

Market Trend Analysis - Macro Global Markets processes 120 million market data points every minute, providing effective intelligence equivalent to a medium-sized library for each user every second [3] - The "Three-Dimensional Policy Shock Model" quantifies central bank interest rate paths, fiscal stimulus scales, and regulatory frameworks into tradable parameters, predicting that a one-month delay in the Fed's balance sheet reduction could narrow emerging market bond spreads by 8-12 basis points [3] Investment Strategy Core - The global macro strategy of Macro Global Markets is regarded as a "decision-making bible" due to its three-layer penetrating analysis framework, focusing on economic fundamentals, political cycles, and technological leaps [5] - The "Volatility Quadrant Tool" redefines risk-return ratios by categorizing assets into four types, with a recommendation to increase allocation to low correlation, high volatility assets to hedge against geopolitical risks, achieving a 3.2% positive return during a 9% drop in the Nasdaq index [5] Risk Quantification - The "Stress Test Matrix" offers a solution that surpasses traditional VaR models, simulating both sudden shocks and chronic risks, predicting a 12%-15% valuation correction for China's new energy vehicle sector if EU carbon tariffs expand [6] - The "Options Implied Volatility Surface Anomaly Scanning System" has successfully captured early signs of multiple black swan events, providing a 72-hour window for institutional investors to adjust their positions ahead of potential Fed rate cuts [6] Future Economic Forecast - Predictions indicate that 2026 may become the "year of AI productivity realization," driven by breakthroughs in general artificial intelligence, brain-computer interfaces, and controllable nuclear fusion [8] - The "Geopolitical Heat Index" suggests Southeast Asia is emerging as a new value area, with significant growth in infrastructure investment and digital payment penetration, recommending a focus on tech-consumer hybrid sectors in the region [8] Conclusion - Macro Global Markets' "anti-fragile analysis system" combines machine learning with human insights to navigate market uncertainties, helping professional investors create a "wealth navigation map" for the current era [9]

来源：内容来自 theverge 。 如果您希望可以时常见面，欢迎标星收藏哦~ Valve联合创始人兼首席执行官加布·纽维尔（Gabe Newell）是《半条命》（Half-Life）、 《DOTA 2》（DOTA 2）、 《反恐精英》 （Counter-Strike）的开发商，也是知名PC游戏发 行平台Steam的开发者。他长期以来一直在思考大脑应该与电脑更紧密地连接在一起的想法。这 个想法始于十多年前，当时公司内部的心理学家研究人们对电子游戏的生物反应；Valve曾考虑在 其首款VR头显中配备耳垂监测器。该公司在2019年的游戏开发者大会（GDC）上公开探讨了脑 机接口在游戏领域的应用。 但 纽 厄 尔 决 定 放 弃 这 个 想 法 。 同 年 ， 他 悄 悄 成 立 了 一 家 新 的 脑 机 接 口 初 创 公 司 ——Starfish Neuroscience。该公司目前已宣布计划在今年晚些时候生产其首款脑芯片。 Starfish 的首篇博客文章（由Valve观察员 Brad Lynch发现）明确指出，我们目前谈论的还不 是 完 整 的 植 入 物 。 这 部 分 是 定 制 的 " 电 生 理 ...

Core Viewpoint - The company is focusing on expanding its business in the urology sector, particularly in the treatment of prostate diseases, which is expected to become a new growth point in the next 2-3 years [1][3]. Group 1: Business Performance - As of May 23, 2025, the company's stock price closed at 28.7 yuan, up 1.16% from the previous week, with a total market capitalization of 2.87 billion yuan [1]. - The company ranks 101 out of 126 in the medical device sector and 4226 out of 5148 in the A-share market [1]. Group 2: Product and Market Strategy - The decline in gross margin for the pelvic floor business is attributed to the initial low margins of new product promotions, but margins are expected to gradually recover as system solutions and combination sales strategies are implemented [1][3]. - The company is focusing on non-invasive brain-computer interface technology for neurodegenerative diseases, targeting conditions such as Alzheimer's and Parkinson's, with plans to expand application scenarios [1][3]. Group 3: Overseas Expansion - The short-term goal for overseas business is to deepen penetration in the Asia-Pacific market, while the long-term strategy shifts from "product output" to "demand-driven" approaches [2][3]. - The promotion of the Kangmei Center is still in its early stages, facing challenges such as medical insurance reimbursement limitations, while establishing model centers in Jiangsu and Zhejiang [2][3]. Group 4: Sales Strategy - The company employs a unique sales strategy that combines serious medical consumption with consumer medical seriousness, utilizing a tiered distribution model in serious medical markets and a multi-faceted marketing approach in consumer medical markets [2][3].

Group 1: Event Overview - The fifth BEYOND International Technology Innovation Expo 2025 commenced in Macau, focusing on cutting-edge topics in the global health sector and featuring a "Founder Forum" [1] - The expo showcased innovative drugs and regenerative medicine, highlighting the rapid advancements in the Greater Bay Area [1][21] Group 2: Brain-Computer Interface (BCI) Technology - Brain Tiger Technology's CEO, Peng Lei, discussed significant breakthroughs in brain-computer interface technology, emphasizing its role in future human-AI interactions [3][5] - BCI technology integrates multiple disciplines, including microelectronics, medical devices, and neuroscience, with three main methods developed over the past 20 years: silicon-based hard electrodes, vascular electrodes, and flexible electrodes [5][7] - Successful implantation of a 256-channel flexible BCI device in a 19-year-old epilepsy patient allowed for control of various applications and devices through thought, demonstrating the technology's potential for both patients and the general public [7][8] Group 3: Cancer Treatment Innovations - Dr. Xiao Rongtai from the Mayo Clinic highlighted advancements in cancer treatment through cutting-edge research and patient-centered care, utilizing advanced imaging techniques like PET-MRI [11][13] - The clinic has successfully performed a larynx transplant using 3D printing technology, allowing a laryngeal cancer patient to regain speech immediately post-surgery, showcasing the potential of innovative technologies in cancer treatment [15] Group 4: Diabetes Management - Professor Zhao Jiajun emphasized the need for a comprehensive diabetes management system, advocating for early intervention and a shift from a treatment-focused to a prevention-oriented approach [16][20] - With over 100 million diabetes patients in China, there is a significant gap in awareness and treatment adherence, with less than half of patients receiving standard care [18][20] Group 5: Biopharmaceutical Industry Developments - The Hengqin Guangdong-Macao Deep Cooperation Zone showcased biopharmaceutical companies and their innovative products, reflecting the rapid development of the biopharmaceutical industry as a strategic pillar for regional economic growth [21][25] - Zhuhai Qiwei Biotechnology's innovative traditional Chinese medicine, QA108, is in phase III clinical trials for age-related macular degeneration, with plans for registration in both mainland China and Macau [23][25] - The "Organ Repair and Regeneration System" attracted attention from international scientists, indicating strong interest in gene editing and stem cell technologies [25]

Group 1 - The 2025 Beijing Science and Technology Week and the "Automation Light" Public Science Day at the Chinese Academy of Sciences showcased innovative achievements in various fields including artificial intelligence, gene therapy, brain-machine interfaces, and hydrogen energy [1][2] - The theme of this year's Science and Technology Week is "Determined to Innovate and Build a Strong Science and Technology Nation," emphasizing the collaboration between the Chinese Academy of Sciences and Beijing to promote high-end scientific resources [2][3] - The "Automation Light" Public Science Day has successfully held 21 sessions, inspiring many young people to explore science [2] Group 2 - The event featured 18 research achievements in artificial intelligence applications across various sectors, including smart healthcare and robotics [3][5] - The Q series humanoid robots and Casia Hand dexterous hand were highlighted, showcasing their capabilities in hazardous environments and service industries [3][4] - The micro-invasive brain-machine interface technology was presented, demonstrating its potential in medical rehabilitation and neural control, with ongoing animal experiments [4][5] Group 3 - Interactive exhibitions allowed the public to experience advanced technologies, such as a desktop carotid ultrasound robot system that aids in standardized screening [5] - Attendees engaged with various interactive projects, including AI art and thought rehabilitation technologies, enhancing public understanding of cutting-edge innovations [5]

Core Insights - The article highlights the rapid growth and investment in the AI industry, showcasing various companies' advancements and the increasing demand for AI talent and technology. Group 1: AI Talent and Salary Trends - The average monthly salary for newly posted large model algorithm positions reached 70,107 yuan, making it the highest in the industry [5][10] - Companies like Xiaopeng Motors and Yuanrong Qixing are leading in employer index scores, indicating a competitive hiring environment in the intelligent driving sector [5][10] Group 2: Major Developments in AI Technology - Xiaomi's CEO Lei Jun revealed that the company invested 13.5 billion yuan over four years in chip development, emphasizing the challenges faced in this process [10][29] - The CyberSense robot developed by the Chinese Academy of Sciences can precisely implant flexible microelectrodes into animal brains, enhancing brain-computer interface research [11][12] Group 3: New AI Products and Services - Kunlun Wanwei launched the Skywork Super Agents, an AI agent framework capable of generating various types of content [14] - Tencent introduced the mixed yuan game visual generation platform, aimed at optimizing game asset production processes [16] Group 4: AI Investment Landscape - A total of 14 AI financing events were disclosed globally this week, with a total funding amount of 7.95 billion yuan, indicating a decrease in the number of events compared to the previous week [55] - The domestic AI financing total reached 1.032 billion yuan, with significant activity in regions like Beijing and Guangdong [62] Group 5: International AI Developments - Nvidia's CEO announced plans for a research center in Shanghai focused on customizing products for Chinese clients, highlighting the importance of the Chinese market [32][41] - OpenAI plans to build a massive data center in Abu Dhabi, which would be one of the largest AI infrastructures globally [53]

Group 1 - A Hubei-based company has developed and received the first Class III medical device registration certificate for a transcranial magnetic stimulation (TMS) device in the mental health field in China [1][5] - The TMS technology is a non-invasive treatment method that stimulates brain neurons using magnetic fields, which can be beneficial for conditions such as depression [5][6] - The Chinese brain-computer interface (BCI) market is projected to reach 3.2 billion yuan in 2024, with an 18.8% year-on-year growth, and is expected to grow to 5.58 billion yuan by 2027, with a growth rate of 20% [6] Group 2 - The TMS technology is recognized as one of the four major brain science technologies of the 21st century, alongside PET, fMRI, and magnetoencephalography [5] - Hubei has emerged as a leader in the brain science sector, with several companies like Yirui, Zhonghua Brain Machine, and Green Tech making significant advancements [6] - The conference also showcased other innovations in brain science, including the Ami 3S navigation robot and the T-FUS technology [5]

Group 1 - Xiangyu Medical has been focusing on the rehabilitation market for over 20 years, developing clinical rehabilitation equipment and integrated solutions based on specific clinical needs [1] - The company plans to launch more products and solutions in rehabilitation robotics, brain-computer interfaces, AI healthcare, mental health, and cardiopulmonary rehabilitation [1] Group 2 - Hualan Biological is evaluating various production expression systems for recombinant human albumin, including yeast, plant cell, and bacterial expression systems [2] - Currently, no domestic companies have obtained drug registration certificates for recombinant human albumin, which could alleviate the high reliance on imports if approved [2] Group 3 - Sanxin Medical identifies the ASEAN market as one of the most promising growth markets for blood dialysis globally, with significant sales achievements in countries like Indonesia, Malaysia, Thailand, and Vietnam [3] - The company aims to leverage multilateral economic cooperation mechanisms between China and ASEAN countries for further overseas market expansion [3] Group 4 - Renhe Pharmaceutical's outsourcing production aims to enrich the variety of products on the market, focusing on complementary products that the company does not have registration for or lacks production capacity [4] - All revenue and profits from outsourced products are reflected in the company's financial statements [4] Group 5 - Jinbo Biological has established partnerships with L'Oréal Group for raw material products, generating certain revenue [5] - The company is prioritizing market expansion in Southeast Asia while focusing on the speed of registration for medical devices [5] Group 6 - Guilin Sanjin's "Dizziness Ning" series sales surpassed 100 million yuan in 2021, with a target for double-digit growth this year [6] - The company is supporting second and third-tier products, which are showing better growth trends compared to first-tier products [6]

| 思宇年度活动回顾： | 首届全球眼科大会 首届全球骨科大会 首届全球心血管大会 | | | --- | --- | --- | | 即将召开： | | | | 2025年6月12日，首届全球医美科技大会 | | | | 2025年7月17日，第二届全球医疗科技大会 | | | | 2025年9月4-5日，第三届全球手术机器人大会 | | | | 2025年5月21日，专注于脊髓损伤（SCI）创新疗法的医疗技术公司ONWARD Medical宣布，其 | | ARC-BCI系统已完成第四例与第五例人体植入手术 ，植入对象分别 | 为一名2024年受伤的48岁男性与一名2011年受伤的37岁女性。两例手术均在瑞士洛桑大学附属医院（CHUV）完成，由神经外科主任Jocelyne Bloch博士主刀。 这标志着ONWARD在脑机接口结合脊髓刺激的闭环神经系统重建路径上，已完成五位患者的连续验证。 目前，ONWARD是全球范围内唯一实现多例临床闭环植入 并进入系统验证阶段的团队。 两例受试者分别代表"急性阶段"与"慢性阶段"的典型病程，性别、病史、年龄均具差异化，体现出ONWARD对该技术在不同人群、不同恢复窗口期 ...