以下文章来源于快鲤鱼 ，作者卜松 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 创业哲学： 以零为始，大道至简 郭留成的履历 ， 是一条典型的精英学霸路线：博士毕业于英国帝国理工学院，硕士毕业于北京大学，后来赴斯坦福大学商学院进修。博士毕业后，郭留成 选择在英国创业。 2015 年的伦敦， AlphaGo 还没战胜李世石， Transformer 架构还要等两年才问世，但敏锐的嗅觉让郭留成意识到， AI 将是下一场风暴的核心。 "当时大家做 AI ，都是不惜代价的。算力不够就加显卡，精度不够就加数据，没人关心功耗，也没人关心成本。"郭留成 说，他 把目光投向了端侧设备 ， 他认为， 如果 用 AI 赋能 小型 硬件设备 ， 在 日常生活 中 会有很大的 应用 空间。 作者丨 卜松 编辑丨 刘恒涛 图源 丨 触零科技 2025 年 5 月，英国唐宁街 10 号，首相府邸。 作为 TG0 （触零科技）的联合创始人兼 CTO ， 郭留成博士 站在" Future Fifty "的 舞台 。这是英国科技界的最高荣誉之一，旨在选拔全英最具潜力的 25 到 50 ...

Core Insights - TourBox, developed by Hefei Tuwa Technology Co., Ltd., is the first human-computer interaction operating system in the digital creative field, addressing the need for intuitive and convenient digital creation [1][2] - The company has over 500,000 users across more than 100 countries, including notable figures in the creative industry [1] - The company anticipates sales of approximately 120 million yuan this year, with Japan and North America as key markets [2] Company Overview - Founded in 2017, Tuwa Technology has evolved from a group of enthusiasts to a leading provider of human-computer interaction solutions, primarily through its innovative hardware peripheral, TourBox [2] - The TourBox device offers over 160 operational methods, enhancing the creative process across various fields such as photography, video editing, and 3D modeling [2] - The company has focused on software optimization, with hundreds of iterations based on user feedback, establishing a core advantage in software and algorithms [2] Industry Context - The cultural industry in Guangzhou has been integrated into the "12218" modernization industrial system, promoting policies that support cultural projects and the development of cultural industry parks [3] - The company aims to create an equal and free environment for creators, providing tools and resources that allow them to focus on their creative expression without technical complexities [3]

Core Insights - The "Brain-Computer Interface Technology Seminar" held in Beijing focused on the innovative applications and future development of brain-computer interface (BCI) technology in clinical medicine and rehabilitation [1][5] - The event gathered top experts and representatives from various fields, emphasizing the importance of collaboration to accelerate the clinical translation and application of BCI technology [1][5] Group 1: Expert Contributions - Experts, including Gao Xiaorong, discussed the foundational research, technological bottlenecks, and future trends of BCI technology, providing cutting-edge academic perspectives [2] - Clinical experts shared valuable practical experiences regarding the use of BCI technology in treating neurological disorders such as consciousness disorders and Parkinson's disease, highlighting its significant clinical potential [2] Group 2: Clinical Applications - Professor He Jianghong emphasized that consciousness disorders represent a key clinical application for BCI technology, which can assist patients with motor function loss in expressing intentions and accelerating rehabilitation through intelligent technology [2] - The use of brain signal detection devices in conjunction with exoskeleton machines has shown superior results compared to passive rehabilitation methods [2] Group 3: Industry and Innovation - Zhang Cheng from Beijing Dako Brain Link Technology Co., Ltd. presented advancements in neuro-regulation and human-computer interaction devices aimed at severely disabled and dementia patients, addressing significant unmet clinical needs [4] - The seminar facilitated in-depth discussions on the pathways for the commercialization and industrialization of BCI technology, with a consensus on the necessity of breaking down barriers and creating an efficient collaborative innovation ecosystem [5] Group 4: Future Directions - The event served as a high-end platform for collaboration in the BCI field, outlining the application prospects and development directions of this technology in the future healthcare industry [5] - Participants expressed intentions to strengthen cross-disciplinary cooperation to promote innovation and development in neuro-regulation and human-computer interaction technologies for the benefit of patients [5]

Core Insights - Neuralink is set to launch a clinical trial in October aimed at helping individuals with language impairments convert "imagined language" into text or speech, with a goal of enabling healthy individuals to implant brain chips by 2030 [1][2] - The company has received FDA approval to use a device with research exemption in the upcoming trial, which focuses on enabling "thought communication" for patients who have lost their ability to speak due to illness or injury [1][4] - Neuralink has five additional clinical trials underway, starting in the U.S. and expanding to Canada, the UK, and the UAE [1] Market Potential - There are tens of millions of individuals globally with language barriers, particularly those suffering from ALS, strokes, and brain injuries, representing a significant potential market for Neuralink [2] - Beyond the Telepathy project, Neuralink is also developing products like Blindsight (vision restoration) and Deep (neurological disease treatment) [2] - The company aims to achieve an annual revenue of $1 billion by 2031, as stated in investor documents [2] Future Prospects - If the speech trial succeeds, Neuralink could capture opportunities in both the medical device and consumer human-computer interaction markets [3] - The company envisions that within three to four years, healthy individuals could have Neuralink implants, allowing them to communicate with AI models faster than speaking [3] - Neuralink was founded in 2016 and has raised approximately $1.3 billion, with a current valuation nearing $9 billion [3] Clinical Trial Background - Human trials are set to begin in 2024 after a previous FDA application was rejected in 2022 due to safety concerns; the company has since improved its design and received approval [4] - Currently, 12 subjects have implanted Neuralink chips, with over 15,000 hours of usage, allowing them to control cursors, browse the web, use social media, and play video games through thought [4] Investment Landscape - Neuralink's prospects have garnered significant attention from Silicon Valley and Wall Street, with the potential to enter a high-margin, high-tech barrier market upon FDA approval for clinical applications [7] - The company's expansion into healthy populations could redefine the future of human-computer interaction, although it also raises social and ethical concerns [7] - The duality of enthusiasm and apprehension in the capital markets may keep Neuralink in the spotlight for investors and public discourse in the coming years [7]

Core Viewpoint - The article discusses the introduction of a new technology called Reality Proxy, which enhances human-computer interaction by allowing users to seamlessly select and manipulate real-world objects through a mixed reality interface, overcoming limitations of traditional XR devices [10][13][14]. Group 1: Technology Overview - Reality Proxy is a digital representation of real-world objects that allows users to interact with them without being hindered by physical constraints such as distance or size [14][16]. - The interaction process involves three main steps: activating the proxy, generating the proxy, and interacting with the proxy [17][19][24]. - The system captures the semantic structure of the environment and creates proxies that maintain spatial relationships, allowing for intuitive manipulation [20][22]. Group 2: Interaction Features - Users can browse object previews, select multiple objects, filter objects by attributes, and utilize physical features for interaction [30][31][32][34]. - The technology supports semantic grouping and custom grouping, enabling users to organize and manipulate objects efficiently [36][40]. Group 3: Practical Applications - Reality Proxy can be applied in various scenarios, such as quickly locating specific books in an office or interacting with kitchen appliances [41][43]. - It facilitates efficient navigation and interaction in large buildings and allows for dynamic control of real-world objects like drones [45][47]. Group 4: User Feedback and Evaluation - Participants in the study found Reality Proxy to be practical and effective in addressing interaction challenges with distant or hard-to-reach objects [53]. - The system was praised for its speed and reduced physical fatigue, although some users noted a learning curve and the need for improved accuracy in proxy positioning [54][55].

Core Viewpoint - YingShi Innovation Technology Co., Ltd. has officially listed on the Sci-Tech Innovation Board with the stock code "688775" on June 11, 2025, marking a significant milestone for the company and its early investors [2]. Investment and Growth - Founded by Liu Jingkang, a "post-90s" entrepreneur, 10 years ago, YingShi Innovation has become one of the most popular smart imaging brands globally, leading the panoramic camera market for six consecutive years with a market share of 67.2% [3]. - The company has attracted investments from notable institutions such as IDG Capital, Qiming Venture Partners, and others, and has introduced strategic investors like Temasek, Tencent, and Luxshare Precision in its IPO [4][5]. Long-term Support from IDG Capital - IDG Capital was the first angel investor in YingShi Innovation and has been its largest institutional shareholder prior to the IPO, demonstrating a long-term commitment to the company [5][6]. - The initial investment from IDG Capital occurred when Liu Jingkang was still a student, with the company having only six team members and no clear commercialization path at that time [8]. - IDG Capital's investment philosophy emphasizes the importance of supporting young entrepreneurs and recognizing their innovative potential, which has proven successful in the case of YingShi Innovation [8][10]. Industry Impact and Future Outlook - YingShi Innovation's successful IPO is seen as a validation of IDG Capital's foresight and the value of long-term investment strategies [6]. - The company has achieved significant milestones, including the launch of a landmark consumer product in 2018 that led to substantial profitability, reinforcing confidence among early investors [10]. - IDG Capital has also invested in other consumer technology leaders, such as Ecovacs and Anker Innovations, showcasing its strategy of nurturing Chinese consumer technology companies [13][14]. Emerging Trends in Consumer Technology - IDG Capital continues to focus on consumer technology investments, aiming to help companies integrate hardware manufacturing with software innovation, transitioning from "Made in China" to "Innovated in China" [15]. - The rise of a new generation of entrepreneurs with global perspectives and innovative capabilities is highlighted as a key trend, particularly in the context of accelerating AI technology [15].

Market Performance - Major stock indices in China experienced a significant upward trend, with the Shanghai Composite Index rising by 0.82% to 3369.24 points, the Shenzhen Component Index increasing by 1.72% to 10301.16 points, and the ChiNext Index climbing by 2.63% to 2064.71 points, alongside a total trading volume of 1341 billion yuan, an increase of nearly 120 billion yuan from the previous day [1] Trade Relations and Sector Impact - The recent US-China trade talks resulted in substantial progress, with both sides agreeing to significantly lower bilateral tariff levels, which is expected to benefit sectors such as electric new energy and export chains, particularly in areas like the power battery supply chain and photovoltaic inverters [2][5] - The reduction in tariffs is anticipated to restore business for companies exporting to the US, especially those in the electric new energy sector, which had been adversely affected by previous tariff policies [2] PCB Demand and AI Sector - The easing of US-China tariffs is expected to alleviate pressure on the demand forecast for AI-related PCBs, with positive feedback from downstream ODM manufacturers indicating resilience in PCB demand [3] Gas Turbine Market - The global gas turbine market is entering an upcycle, driven by increased demand for natural gas power generation and the expansion of AIDC in North America, leading to a surge in orders for core components from Chinese manufacturers [4] Strategic Mineral Export Control - The Chinese government is intensifying efforts to combat the smuggling of strategic minerals, with a coordinated action plan involving multiple departments to prevent illegal outflows [6] Financial Support for Nansha Development - A joint opinion from several financial regulatory bodies emphasizes increased financial support for the development of Nansha, aiming to enhance its role in the Guangdong-Hong Kong-Macao Greater Bay Area and support high-end manufacturing industries [7] Brain-Computer Interface Industry Development - Sichuan province has launched an action plan to cultivate the brain-computer interface and human-computer interaction industries, targeting significant breakthroughs and the establishment of a robust industrial ecosystem by 2027 [8] Manus Product Launch - The AI Agent product Manus has announced its open access to all users, introducing a free task execution model and plans for a subscription service to accelerate commercialization [9]