Brain-computer interface
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Blind People Will SEE Again! 👁️
Neura Pod – Neuralink· 2026-03-13 18:00
Being totally blind might soon be a temporary condition thanks to a new camera upgrade for your brain. You see, a project called blind sight aims to let people see even if they've lost their eyes completely. Elon Musk explained that because vision is just electrical signals, you can bypass a broken eye and plug a camera directly into the brain's visual cortex.He warned that at first the vision will look like lowres Atari graphics, basically just blurry dots. But eventually he claims it will be better than n ...
POV: You Just Had Brain Chip Surgery 🧠
Neura Pod – Neuralink· 2026-03-11 21:30
You just had brain chip surgery. You weren't put to sleep and you didn't feel any pain. 10 minutes ago, a surgical robot cut a circle in your skull and began carefully placing thousands of tiny metal threads into your brain. Those threads have sensors that are now understanding and stimulating your brain activity. There wasn't a doctor standing over you with a scalpel. Instead, it was a robot moving with extreme precision, designed to make the entire process as safe and smooth as possible. As you sit up, a ...
恒立液压:核心要点- 新业务与传统业务均展现强劲动能
2026-03-09 05:18
Summary of Jiangsu Hengli Hydraulic Co. (601100.SS) Conference Call Company Overview - **Company**: Jiangsu Hengli Hydraulic Co. - **Industry**: Hydraulic components and systems for mobile machinery and general industrial applications Key Points and Arguments Business Momentum - Strong momentum observed across various product segments and verticals, including: - Potential order increase of approximately 10 times for humanoid robotics components from overseas customers expected in the second half of 2026 [1] - Accelerated applications in general industrials for linear actuators and ball screws, with significant price discounts compared to multinational peers largely removed [1] - New revenue streams anticipated from brain-computer interface products and commercial aerospace [1] - Robust performance in traditional hydraulics business driven by both direct and indirect exports [1] Humanoid Robotics - Management expects revenue from humanoid robotics to exceed core business revenue within 3 to 5 years [10] - Initial US customer orders received post-Chinese New Year, with volume in the low thousands of units, indicating a revenue potential of over RMB 100 million for 2026 [10] - Plans to move downstream to full joint assemblies, which would significantly increase the value captured per robot [10] - Construction of a new capacity facility in Mexico for humanoid robot components expected to be operational by April-May 2026 [10] Financial Projections - Management anticipates revenue growth to reach RMB 300-500 million with tens of millions in profit generation, prioritizing delivery execution over aggressive expansion [10] - Revenue expected to double annually over the next two years [10] - Customer shipment guidance for 2026 is between 7,000 to 10,000 units, with an estimated average selling price (ASP) of approximately RMB 10,000, contributing around RMB 100 million in revenue [16] Traditional Hydraulics Business - Domestic excavator demand has shown modest recovery since 2025, while overseas demand rebounded strongly from the second quarter of 2025 [16] - Management expects non-excavator demand to improve from March, projecting year-on-year growth [14] - Monthly shipment volume expected to grow by over 50% year-on-year, with revenue growth projected at over 40% [16] Capital Expenditure and Cash Flow - Limited capital expenditure required for traditional business, with planned overseas investments in Indonesia and Brazil amounting to a few hundred million RMB [17] - Significant future capital expenditure anticipated for humanoid robotics products, contingent on order conversion [17] Risks and Valuation - Key risks include fluctuations in global demand for mobile machinery, product development timelines, and the global trade environment [20] - Current price target set at RMB 83.00, reflecting a downside of 22.4% from the current price of RMB 106.97 [21] - Valuation based on a discounted P/E methodology, with an exit P/E multiple of 30x on 2030E EPS [19] Additional Insights - Management highlighted the potential for electric cylinders to improve gross profit margins, historically around 40% [16] - The company is positioned as a sole supplier for leading domestic companies in the commercial aerospace sector [16] - Engagement with key overseas customers is ongoing, with expectations for domestic customers to contribute significantly to sales first [16] This summary encapsulates the key insights from the conference call, focusing on the company's growth prospects, financial expectations, and strategic initiatives within the hydraulic components industry.
Wearable Telepathy Machine? Meet MIT's Alterego
CNET· 2026-03-08 12:01
Is this really a telepathy machine. Meet AlterEgo, a company born out of MIT Media Lab that at first glance looks something like a super power. Without speaking or even moving his mouth.This guy is demonstrating how alter egos wearable can detect the words he wants to say without having to actually say them. The company says its hardware doesn't read your thoughts, but it does detect silent speech, including everything from mouthing words to a very subtle intent to speak. That means many things you could do ...
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" 😂 ...