AI与脑机接口融合
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国泰海通证券:计算机行业资本与政策赋能 迎来产业窗口期
智通财经网· 2026-02-06 03:57
国泰海通证券主要观点如下: 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! 国泰海通证券发布研报称,在AI与脑机接口深度融合趋势及十五五规划政策加持下,技术迭代与场景 落地成为行业核心驱动力,AI融合赋能与政策资本加持下,脑机接口多技术路线并行推进,场景落地 加速开启商业化增长周期。看好全链条布局、AI赋能突出及临床场景绑定紧密的企业。 应用场景多点突破,商业化落地开启长期增长空间,头部企业多维布局构筑优势 风险提示:技术研发与商业化落地不及预期、政策监管与伦理合规风险、行业竞争加剧与核心部件依赖 风险。 脑机接口凭借双向信息传输能力构建人机协同通路,形成多技术路线并行发展格局 医疗健康是当前最确定的基本盘,已在听力障碍、震颤治疗、运动康复等领域实现产业化落地,国内多 家医院开启临床布局,医保支付体系完善进一步打通落地路径。消费、工业等场景加速拓展,消费端依 托非侵入式技术覆盖残障群体与健康人群需求,政策支持下有望成为高成长性新赛道;工业端聚焦高 危、高精度作业需求,处于试验验证向商业化落地过渡阶段。头部企业通过全链条研发、产学研合作、 多场景布局构建竞争壁垒,分别在非侵入式技术应用 ...
与沐曦打通GPU算力平台,AI让脑机接口更近了
3 6 Ke· 2025-12-16 03:11
Core Insights - The establishment of the Peak Intelligent Laboratory by the Tianqiao Brain Science Research Institute and the launch of the brain-like pulse model "Shunxi 1.0" represent a significant advancement in brain-inspired computing and large model integration in China [1][2] - The model "Shunxi 1.0" aims to address key challenges in AI, such as high energy consumption, long sequence modeling, and limited generalization capabilities, by mimicking the human brain's neural dynamics [2][3] Group 1: Model Development and Features - "Shunxi 1.0" is the first brain-like pulse model developed in China, utilizing a different approach from mainstream models based on the Transformer architecture, focusing on pulse-based information transmission [2][3] - The model operates on a domestic GPU computing platform, achieving approximately 90% performance of Alibaba's Qianwen 7B model while using only about 2% of the pre-training data [2][3] - The research team emphasizes the natural advantages of brain-like models in low-power inference, complex temporal modeling, and cross-task generalization, indicating potential for application breakthroughs in various scenarios [3] Group 2: Brain-Computer Interface Applications - The clinical application of brain-computer interfaces (BCIs) is accelerating in Shanghai, with companies like Brain Tiger Technology leading the way in developing fully implanted, wireless, and multifunctional BCI products [4][6] - A recent clinical trial at Huashan Hospital demonstrated the successful implantation of a BCI in a patient with high-level paraplegia, allowing control of a cursor and web browsing through thought alone [4][6] - The BCI system's design minimizes infection risks and enhances safety by placing the battery module under the skin, away from the brain, and achieving a brain control decoding rate of 5.2 BPS, nearing international standards [6] Group 3: Industry Trends and Collaboration - The development of BCIs is reshaping the relationship between medicine, research, and industry, with clinical needs driving technological improvements and fostering direct collaboration between doctors and engineers [7] - The intersection of artificial intelligence and brain-computer interfaces is seen as a dual shaping process, where AI enhances the interpretation of brain signals while insights into brain mechanisms push AI architectures towards greater efficiency and lower energy consumption [7]