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马斯克与奥特曼恩怨再起,双方AI机器人意外站错队致矛盾升级
3 6 Ke· 2025-08-13 13:15
8月13日消息,特斯拉首席执行官埃隆·马斯克(Elon Musk)与OpenAI首席执行官山姆·奥特曼(Sam Altman)之间的长期宿怨,在最近几日再 度公开爆发。这一次,战火从苹果应用商店App Store排名之争燃起,迅速波及到马斯克旗下AI聊天机器人Grok的"立场"问题。 事件升级:反垄断指控与算法质疑 当地时间8月11日晚,马斯克在社交平台X上指控苹果在App Store对OpenAI存在不公平倾斜。"苹果让除了OpenAI之外的任何AI公司都无法在 App Store排名第一,这是赤裸裸的反垄断违规行为,"马斯克写道,并称旗下xAI公司将"立即采取法律行动"。 奥特曼对此火速回应,称这一指控"令人惊讶",并暗示马斯克本人才是操纵平台算法的那一方。他表示:"这种说法颇为吸引眼球。考虑到坊 间流传着针对马斯克的指控,称他操控X平台以谋取自身及旗下公司的利益,同时损害竞争对手和与他意见相左的人,情况就更是如此了"。 奥特曼的这一回应,源自科技媒体Platformer 2023年的一篇报道。当时的报道称,马斯克收购推特(现更名为X)后,迫使工程师修改算法, 以确保自己的推文排在用户时间线最前。 奥特曼 ...
AI进化速递 | Altman和OpenAI将投资Neuralink公司竞争对手
Di Yi Cai Jing· 2025-08-13 13:05
③Sam Altman和OpenAI将投资2.5亿美元支持脑机接口初创公司Merge Labs,该公司是Neuralink公司竞 争对手; ④OpenAI与澳大利亚联邦银行签署协议,将合作为该行客户和员工提供人工智能支持的服务; AI进化速递 | Altman和OpenAI将投资Neuralink公司竞争对手 ①全国首个全尺寸人形机器人赛事将在合肥启幕; ②软银计划发行1000亿日元次级债券以推动人工智能发展; ⑤马斯克指控苹果App Store偏袒OpenAI,称其是一种"反垄断违规行为";苹果回应称App Store公平且 无偏见。 ...
股价大涨,创新医疗称博灵脑机产品尚未正式上市
Bei Jing Shang Bao· 2025-08-13 11:31
Group 1 - The core point of the article is that Innovation Medical's stock experienced a significant price fluctuation, with a cumulative increase of over 20% in three consecutive trading days [1] - Innovation Medical announced its investment in Bole Brain Machine (Hangzhou) Technology Co., Ltd., holding a 40% stake in the company [1] - Bole Brain Machine focuses on the research and development of core brain-machine interface technologies and related product design and production, primarily targeting the medical rehabilitation sector [1] Group 2 - As of the announcement date, Bole Brain Machine's products have not been officially launched, and only a small number of products have been sold through collaborations with research institutions [1] - The operating losses for Bole Brain Machine are projected to be 6.6017 million yuan in 2023 and 8.6641 million yuan in 2024 [1]
创新医疗:博灵脑机产品尚未正式上市 仅因与科研机构合作而销售少量产品
Zhi Tong Cai Jing· 2025-08-13 10:36
创新医疗(002173)(002173.SZ)发布股价异动公告称,公司2021年初参与投资设立了博灵脑机(杭州)科 技有限公司(简称"博灵脑机"),公司持有博灵脑机40%的股权。博灵脑机主要从事脑机接口核心技术研 发和相关产品的设计生产,现阶段的技术产品主要应用于医疗康复领域。截止公告日,博灵脑机产品尚 未正式上市,仅因与科研机构合作而销售少量产品。2023年、2024年,博灵脑机的经营亏损分别为 660.17万元、866.41万元。 ...
创新医疗:公司持有博灵脑机40%的股权 博灵脑机2023年和2024年经营亏损分别为660.17万元和866.41万元
Mei Ri Jing Ji Xin Wen· 2025-08-13 10:32
Core Viewpoint - The stock of Innovation Medical experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from August 11 to August 13, 2025, but no undisclosed significant information affecting the stock price was found [1] Group 1 - The company confirmed that there were no significant changes in its production operations or external environment, and the controlling shareholder and actual controller did not plan any undisclosed major matters during the abnormal fluctuation period [1] - Innovation Medical holds a 40% stake in Bole Brain Machine (Hangzhou) Technology Co., Ltd., which focuses on the research and development of core brain-machine interface technologies and related product design and production [1] - Bole Brain Machine's products are primarily applied in the medical rehabilitation field, but as of the announcement date, the products have not been officially launched, with only a small number of products sold through collaboration with research institutions [1] Group 2 - The operating losses for Bole Brain Machine were reported at 6.6017 million yuan in 2023 and 8.6641 million yuan in 2024 [1]
奥尔特曼向马斯克发起新挑战
第一财经· 2025-08-13 09:16
Core Viewpoint - OpenAI is entering the brain-computer interface (BCI) sector, aiming to compete with Elon Musk's Neuralink, which is already in clinical trials and has a valuation nearing $10 billion [3][4]. Group 1: Market Potential and Competition - OpenAI plans to invest in Merge Labs with an estimated valuation of $850 million, indicating a strategic move into the BCI market [3]. - The BCI market is projected to reach a size of $400 billion, but revenue is expected to be less than $1.5 billion by 2035, highlighting the early-stage development and opportunities within the industry [3]. - Neuralink aims to receive FDA approval for its BCI products by 2029, with a target of implanting 20,000 devices within two years, potentially generating over $1 billion in revenue [3]. Group 2: Developments in the U.S. and China - The U.S. BCI market is highly competitive, with companies like Precision Neuroscience, Synchron, Onward, and Paradromics initiating or planning clinical trials [4]. - 2025 is considered a pivotal year for China's BCI industry, with multiple research teams announcing clinical trials and achieving significant milestones in patient rehabilitation [5]. - The largest funding round in China's invasive BCI sector this year reached 350 million RMB, indicating strong investor interest [5]. Group 3: Technological Implications - Experts highlight the transformative potential of BCI technology, which could not only restore movement for paralyzed patients but also enable future applications like human-AI thought integration and memory storage [5]. - Current applications focus on helping paralyzed patients regain motor functions, with successful cases reported by major hospitals [5].
奥尔特曼向马斯克发起新挑战,瞄准千亿美元量级脑机接口市场
Di Yi Cai Jing· 2025-08-13 08:34
脑机接口技术不仅能帮助瘫痪患者重获行动能力,未来更可能实现人机思维互联、记忆存储甚至意识上 传,彻底重塑人类与技术的交互方式。 人工智能行业新贵OpenAI公司正在瞄准脑机接口赛道,这将使这家ChatGPT的发明者与科技富豪马斯克 旗下企业的竞争再度升级。 来自行业的分析预测,脑机接口将拥有高达4000亿美元的市场规模。但到2035年,全球脑机接口产品的 营收预计仍不足15亿美元。这意味着脑机接口领域仍在发展初期,行业存在大量机会。 据Neuralink预计,该公司的脑机接口产品有望于2029年获得美国FDA批准,此后的两年内,该公司的脑 机接口产品植入数量将达到2万个,实现超十亿美元的营收。 在美国市场上,脑机接口赛道的竞争已经非常激烈,Precision Neuroscience、Synchron、Onward、 Paradromics等公司都宣布已经或即将启动临床试验。 朱同玉认为,目前脑机接口技术主要用于帮助瘫痪患者恢复个人运动功能,比如复旦大学附属中山医 院、华山医院都已有成功的案例。但未来,研究如何利用脑机接口技术捕捉情感信号,甚至能更进一步 实现"思想下载"等功能,碳基生命和硅基生命(AI)将真 ...
每经热评︱打好三个基础 让“慢牛”走得更稳
Mei Ri Jing Ji Xin Wen· 2025-08-13 08:26
Group 1 - The A-share market has shown significant growth, with a total market value increase of 32.3 trillion yuan from September 18, 2024, to August 12, 2025, and a free float market value increase of 14.8 trillion yuan, translating wealth into financial income for investors [1] - The current market rally is characterized as a "slow bull" market, contrasting with the previous "9·24" rally, which was a short-term pulse event [1] Group 2 - Policy support has been crucial for stabilizing the capital market, with macroeconomic policies and capital market measures implemented since October 2023, including continuous interest rate cuts and increased subsidies [2] - The positive impact of these policies is evident in foreign trade data, which grew by 3.5% year-on-year in the first seven months, and GDP growth of 5.3% in the first half of the year, indicating a strong foundation for market performance [2] Group 3 - Capital market reforms over the past year and a half have improved the market's institutional framework, enhancing investor experience through public fund reforms and the introduction of new investment products [3] - Measures such as the "merger six guidelines" and the establishment of the Sci-Tech Innovation Board have increased market inclusivity and provided clear pathways for technology companies to access capital [3] Group 4 - The implementation of mandatory dividend policies has pressured companies to improve operational quality, with total cash dividends reaching a record high of 2.4 trillion yuan in 2024 [4] - Initiatives to combat "involution" in various industries have improved operational conditions and product pricing, while breakthroughs in new productive forces have activated technology sectors and created investment opportunities [4]
智冉医疗 A 轮融超 3 亿!君联、IDG 等一堆大佬抢着投! | 投资速递
Sou Hu Cai Jing· 2025-08-13 07:57
Domestic Investment - Daimeng Robotics completed a financing round of over 100 million yuan, focusing on high-resolution multi-modal tactile perception and intelligent solutions for various industries [1] - Zhirun Medical announced the completion of over 300 million yuan in Series A financing, aimed at advancing brain-machine interface technology for precise diagnosis of neurological diseases [2] - Leju Technology completed a B++ round of financing, with Kunlun Capital as the sole investor, marking the successful conclusion of its B round series [3][4] - Ronghe Yuanchu received B round financing from Guokun Investment, CIMC Group, and Yuanxin Fund, focusing on large-scale energy storage systems [5] - Feidu Technology completed several million yuan in strategic financing, developing a digital twin platform for various smart industries [6] - Xinghua Chip received an investment of 15 million yuan from Huitong Energy, increasing its registered capital [7] - Siweibo secured several million yuan in B round investment from Shenzhen Jiadao Green Low Carbon Investment Fund, focusing on agricultural biotechnology [8] - Guangdong Jianke went public on the Shenzhen Stock Exchange, raising 687 million yuan through the issuance of 105 million shares at 6.56 yuan each [9] - Ruimo Environmental completed a new round of financing led by Ingka Investments, focusing on recycled plastics [10] - Yongzhi Semiconductor received investment from Yida Capital to enhance its product development and capacity [11] - Lanyi Aviation completed several million yuan in Pre-A round financing, focusing on eVTOL aircraft development [12] Foreign Investment - HackQuest secured $4.1 million in Pre-A round financing, focusing on Web3 education [13] - HYLENR received $3 million in Pre-A round financing, developing low-energy nuclear reaction technology [14] - Chowdeck completed $9 million in Series A financing, focusing on local food delivery in Nigeria and Ghana [15] - FORT raised $18.9 million in Series B financing, developing a network security management platform [16] - Equillium announced up to $50 million in strategic investment for its autoimmune disease treatments [17] - Nanotein secured $3 million in strategic investment for its cell therapy products [18] - Tahoe Therapeutics completed $30 million in financing, focusing on AI-driven human cell models for drug design [19] - SetPoint Medical raised $115 million in Series D financing for its bioelectronic medicine platform [20] - August Health announced $29 million in Series B financing for its modern nursing care platform [21] IPO Queue - Jiaxin International submitted post-hearing materials for its tungsten mining project [22] - Koma Materials passed the review meeting, focusing on automotive clutch plate production [23] - Hongyuan Co. publicly offered shares, specializing in high-end transformer electromagnetic wire production [24]
A股脑机接口概念股走强,创新医疗涨停
Ge Long Hui A P P· 2025-08-13 05:31
Group 1 - The core viewpoint of the news is that the brain-computer interface concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 2 - Company performance highlights include: - Innovation Medical (002173) saw a price increase of 10.00%, with a total market capitalization of 9.995 billion and a year-to-date increase of 184.55% [2] - Pulite (002324) increased by 7.51%, with a market cap of 15.9 billion and a year-to-date increase of 50.88% [2] - Chengyitong (300430) rose by 6.65%, with a market cap of 6.657 billion and a year-to-date increase of 59.67% [2] - Saily Medical (603716) increased by 5.45%, with a market cap of 5.878 billion and a year-to-date increase of 326.18% [2] - Sanbo Brain Science (301293) rose by 3.79%, with a market cap of 12.9 billion and a year-to-date increase of 44.76% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]