Brain-computer interface
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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-03-04 03:29
NEURALINK IS ON TRACK TO RESTORE FULL BODY FUNCTIONALITY — ELON JUST SAID IT OUT LOUDNeuralink has already changed lives by letting paralyzed patients control computers, type, play games, and browse the internet using only their thoughts.But the next leap is far bigger.Elon Musk just made a bold, confident statement about what the technology can achieve:“I am confident at this point that restoring full body functionality is possible with Neuralink.”This isn’t hype — it’s a clear signal that Neuralink’s brai ...
Why Nobody's Talking about Neuralink's Progress
Neura Pod – Neuralink· 2026-02-25 22:30
Elon Musk's brain implant company Neurolink will read your thoughts. In this episode, I'm going to share how that's possible. The company is working on curing all brain problems like depression, Parkinson's disease, tenitis, and much more.And the crazy part about this is how few people seem to care or even realize that this is happening. On top of that, advancements in medicine are accelerating like crazy because AI is helping design custom medicine. So, if Elon's AI company, XAI, which is now part of Space ...
国元证券晨会纪要-20260204
Guoyuan Securities2· 2026-02-04 02:25
Core Insights - The report highlights significant developments in the U.S. financial markets, including the approval of a government funding bill by the House of Representatives, which ends a partial government shutdown [4] - The Federal Reserve's board member indicated that interest rate cuts exceeding 100 basis points may be necessary this year [4] - The Reserve Bank of Australia announced a 25 basis point interest rate hike to 3.85%, marking its first increase in 2023 [4] Economic Data - The Baltic Dry Index closed at 2028.00, down 4.52% [5] - The Nasdaq Index closed at 23255.19, down 1.43%, while the Dow Jones Industrial Average closed at 49240.99, down 0.34% [5] - The ICE Brent crude oil price increased by 2.29% to $67.82, and the London gold spot price rose by 6.16% to $4946.17 [5] - The U.S. dollar index decreased by 0.23% to 97.39, while the USD/CNY exchange rate was 6.94, down 0.22% [5] Market Performance - The Hang Seng Index closed at 26834.77, up 0.22%, while the Hang Seng China Enterprises Index closed at 9053.11, down 0.30% [5] - The Shanghai Composite Index closed at 4067.74, up 1.29%, and the Shenzhen Composite Index closed at 2676.84, up 2.35% [5] - The ChiNext Index closed at 3324.89, up 1.86%, indicating positive performance in the Chinese market [5]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-01-28 18:19
Two years ago, Neuralink's first human received the **Telepathy** implant—marking the dawn of a new era where thoughts alone could control the digital world.In just 24 months, that single breakthrough has transformed into life-changing reality for **21 people** worldwide living with paralysis from spinal cord injuries and ALS.No serious device-related adverse events. Record-breaking performance: over **10 bits per second** of thought-to-action bandwidth (surpassing typical able-bodied mouse control), mental ...
恒立液压:电话会要点 -不止核心业务强劲,还有人形机器人布局
2026-01-26 02:49
Summary of Hengli Hydraulic (601100.SS) Conference Call Company Overview - **Company**: Hengli Hydraulic - **Industry**: Hydraulic components and systems, humanoid robots, aerospace, and agricultural machinery Key Points Growth Drivers - **Revenue Growth**: Expected to accelerate to **20%-30% YoY** in 2026, up from mid-teens in 2025, driven by strong demand for excavator components and favorable product mix changes [1][1] - **New Business Contributions**: Anticipated revenue contributions from: - Aerospace - Brain-computer interface - Humanoid robots - **Revenue Contribution Order**: Aerospace > Brain-computer interface > Humanoid robot [1][1] Financial Guidance - **4Q25 Revenue Guidance**: Expected to exceed **Rmb3.0 billion**, with at least **30% YoY** growth. Management anticipates a **Rmb200 million** foreign exchange loss due to Rmb appreciation, but expects bottom-line growth to outpace top-line growth due to gross profit margin (GPM) expansion [1][1] - **2026 Product Revenue Growth**: - Excavator components: **40% YoY** - Pumps and valves: **~20% YoY** - Non-excavator components: **20%-30% YoY**, with pumps and valves potentially exceeding **30%** and cylinders at **10%** [1][1] Humanoid Robot Business - **Mexico Plant**: Set to be ready by March or April 2026, with production starting in **3Q26**. Expected revenue from humanoid robots to exceed **Rmb100 million** in 2026 [2][2] Aerospace Business - **Current Operations**: Supplies hydraulic systems for launch pads and rockets, with an average selling price (ASP) of **~Rmb15 million**. GPM for this segment is over **50%**. Expected revenue growth from less than **Rmb50 million** in 2025 to over **Rmb100 million** in 2026 [3][3] Brain-Computer Interface - **Revenue Forecast**: Expected to reach **Rmb100 million** in 2026, based on an ASP of **Rmb10,000** and **10,000 shipments** [6][6] Agricultural Machinery - **New Orders**: Secured orders from a global leader, increasing revenue by **Rmb500 million-600 million** in 2026. The total addressable market (TAM) for global mid-to-high-end agricultural machinery components is estimated to exceed **Rmb20 billion**. A new factory in Brazil is planned to mitigate high import tariffs [7][7] Ball Screw and Linear Guide - **Revenue Expectations**: Combined revenue was **~Rmb100 million** in 2025, lower than expected. Management believes revenue could reach **Rmb300 million-500 million** in 2026, with recent monthly shipments at **Rmb15 million** [8][8] Valuation and Risks - **Target Price**: Set at **Rmb135.00**, based on a **52x 2026E P/E**, which aligns with its average P/E since 2021 plus **2.0x** standard deviation [12][12] - **Risks**: Include weaker demand for excavator and non-excavator components, lower profitability from ball screw and Mexico plants, and lower-than-expected GPM due to product mix changes [13][13] Market Metrics - **Current Price**: **Rmb121.120** - **Expected Share Price Return**: **11.5%** - **Expected Dividend Yield**: **0.7%** - **Expected Total Return**: **12.1%** - **Market Cap**: **Rmb162.4 billion** (approximately **US$23.33 billion**) [4][4]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-01-25 01:44
Mind absolutely blown 🔥Noland Arbaugh @ModdedQuad — Neuralink's first human patient, paralyzed from the neck down for nearly a decade — just absolutely smoked @MrBeast in Mario Kart using only his thoughts.No hands. No controller. Just pure brain → game control. Blue shell finish and all. Then he hits them with the casual "thanks for letting me win" 😂 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-01-24 20:20
Huge moment: @MrBeast just featured Neuralink’s first patient, Noland Arbaugh, in his newest video. @ModdedQuadParalyzed from the neck down, Noland now controls computers, types texts, and plays games using only his mind.Neuralink is already life-changing. 🔥 https://t.co/2C50aMZgD4 ...
滚动更新丨A股三大指数集体高开,AI应用题材延续强势
Di Yi Cai Jing· 2026-01-13 01:33
Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.21%, and the ChiNext Index up by 0.07% [2][3] - The AI application sector continues to show strong performance, with notable gains in e-commerce, intelligent agents, and short drama gaming [1][3] Individual Stocks - Rongchang Biologics opened significantly higher, up over 15%, following the signing of a licensing agreement with AbbVie that could yield up to $4.95 billion in milestone payments [3][4] - Other stocks in the AI application sector, such as Inertia Media, Yidian Tianxia, Zhuoyi Information, Dian Diagnostics, Liou Shares, and Shengguang Group, have also shown strong performance with multiple consecutive gains [1][3] Sector Performance - The AI application sector remains robust, while sectors such as photovoltaic, semiconductors, and CPO concepts are experiencing weakness [1][3] - In the Hong Kong market, the Hang Seng Index opened up by 1.32%, with the Hang Seng Tech Index rising by 1.93%, indicating a strong performance in technology stocks [5]
脑机接口大盘点:从科幻到现实,谁在引领这场“读心术”革命?
硅谷101· 2026-01-10 00:30
Imagine being completely paralyzed from the neck down, able to see and think, but unable to communicate your thoughts. That was Noland's situation. In 2016, an accident left him paralyzed from the shoulders down.But now, he's transformed. He can play Civilization VI, chess , and even operate a computer faster than most people using their hands. He doesn't use his hands, feet, or even look at the keyboard; he simply thinks, and the computer moves.This isn't science fiction; it's a real event happening in 202 ...
X @Elon Musk
Elon Musk· 2025-12-17 09:03
RT DogeDesigner (@cb_doge)A paralyzed man was able to use his mind to control a robotic arm and feed himself.Thanks to Neuralink. ❤️https://t.co/A4PW0zM2OH ...