【环球网科技综合报道】8月13日消息，据外媒报道，OpenAI首席执行官萨姆·奥尔特曼正准备与他人共同创立一家脑机接口公司Merge Labs，与长期竞争对 手埃隆·马斯克的 Neuralink 展开竞争。 外媒表示，虽然奥尔特曼不会在新公司担任运营职务，但他的参与凸显了他长期以来对人类和机器融合的迷恋，即人类与技术最终将融合到重新定义人类能 力的程度。 Neuralink由马斯克于 2016 年创立，估值达到 90 亿美元。此次Merge Labs的成立预计将为奥尔特曼和马斯克之间的竞争增添新的篇章。（思瀚） 据知情人士透露，新公司的目标估值约为 8.5 亿美元，目前正就筹集 2.5 亿美元进行初步谈判。 据外媒介绍，Merge Labs 的重点是开发高带宽脑机接口，实现人类思维与数字系统之间的无缝通信。 ...

Market Overview - On August 12, the market experienced a slight upward trend with the three major indices rising marginally. The Shanghai and Shenzhen markets had a half-day trading volume of 1.19 trillion, an increase of 59 billion compared to the previous trading day [1] - By the end of the trading session, the Shanghai Composite Index rose by 0.53%, the Shenzhen Component Index increased by 0.34%, and the ChiNext Index gained 0.91% [1] Sector Performance - The sectors that performed well included brain-computer interfaces, ports, Xinjiang-related stocks, and liquid cooling servers, while lithium mining, military industry, rare earth permanent magnets, and photovoltaics saw declines [1] - AI hardware stocks surged again, with companies like Shenghong Technology reaching new historical highs, and Cambrian Technology rising over 15%. Brain-computer interface concept stocks were also active, with Meilan De increasing by over 10%. Xinjiang local stocks maintained strong performance, with companies like Xinjiang Communications Construction achieving three consecutive trading limits [1] - On the downside, military stocks underwent adjustments, with companies like Jieqiang Equipment dropping over 5% [1] Trading Statistics - The limit-up performance rate was 66.00%, with 33 stocks hitting the limit and 17 stocks touching the limit down. The previous day's limit-up stocks had a performance rate of 1.87% [4] - The high opening rate was 68%, with a profit rate of 53% [4]

七部门发文 推动脑机接口产业创新发展 ...

Group 1: Technological Innovation - Brain-computer interface technology is rapidly developing, with applications in rehabilitation for disabled individuals and treatment for brain diseases like insomnia and Alzheimer's [3][4] - The global humanoid robot market is projected to grow at a compound annual growth rate of 71% from 2021 to 2030, with China's market expected to reach approximately 870 billion yuan by 2030 [5] - The integration of AI and industrial applications is being emphasized, with companies leveraging advancements in machine vision and natural language processing to enhance operational efficiency [4][5] Group 2: Consumption Trends - The rise of instant economy driven by young consumers is reshaping the retail landscape, with a significant increase in the rental economy, projected to exceed 4.2 trillion yuan in transaction volume by 2024, marking a 32% year-on-year growth [7][8] - Consumers are increasingly willing to pay for emotional experiences, prompting businesses in the tourism sector to innovate by creating unique, immersive experiences that resonate with local culture [8][9] - Financial services are evolving to support these consumption trends, with banks like ICBC enhancing digital platforms to facilitate tourism and lifestyle spending [9] Group 3: Ecological Transformation - Technological innovation is identified as the core driver of new productive forces, with companies like Hangzhou Yushu Technology leading in the commercialization of intelligent robotics [11][12] - The development of smart materials capable of self-sensing and transformation is paving the way for advancements in various sectors, including aerospace and healthcare [12] - A collaborative ecosystem involving education, technology, and talent integration is crucial for fostering innovation and driving high-quality economic development [13][14]

Group 1 - Neuralink aims to implant brain chips in approximately 20,000 people annually by 2031, targeting an annual revenue of at least $1 billion [1] - The company plans to establish at least five large clinical centers for brain-machine interfaces within the next six years and launch three product lines: Telepathy, Blindsight, and Deep [1][2] - The projected revenue breakdown includes $100 million from 2,000 implants of the Telepathy version in 2029, $500 million from 10,000 Blindsight implants in 2030, and over $1 billion from 20,000 Deep implants for Parkinson's treatment [1] Group 2 - Since its establishment in 2016, Neuralink has raised approximately $1.3 billion, achieving a valuation of around $9 billion [2] - The company received FDA breakthrough device designation in May 2023, allowing it to conduct human clinical trials, with the first patient successfully implanted in January 2024 [2] - Neuralink's technology focuses on a closed-loop system of "implant-read-feedback-process," which is crucial for its commercialization strategy [2] Group 3 - The global brain-machine interface market is projected to grow from $2.62 billion in 2024 to $12.4 billion by 2034, with a compound annual growth rate of 16.48% [4] - Neuralink faces challenges including the risks associated with deep brain implantation, concerns over brain data privacy, and competition from companies like Synchron and Precision Neuroscience [4] - The success of Neuralink's strategic goals will test its capabilities in technology, safety, ethics, regulation, and market dynamics, potentially marking a turning point in the brain-machine interface era [4]

Core Insights - The article discusses the advancements in brain-computer interface (BCI) technology, particularly focusing on the "Beinao-1" chip developed in China, which has shown promising results in clinical trials for patients with conditions like ALS [1][5][10]. Group 1: Technology Development - The "Beinao-1" chip is a wireless BCI that allows patients to communicate their thoughts through text on a screen, demonstrating high accuracy in decoding brain signals [1][5]. - The Beijing Institute for Brain Science and Brain-like Research (CIBR) has initiated clinical trials, with plans to implant the chip in 50 to 100 patients in the coming year [1][5]. - The technology is described as "semi-invasive," allowing for sufficient signal capture without the higher risks associated with more invasive methods used by some U.S. companies [4][10]. Group 2: Market Potential - The global BCI market was valued at approximately $2.6 billion last year and is projected to grow to $12.4 billion by 2034 [7]. - The demand for BCI technology is described as "very strong," with numerous requests from potential patients [1][5]. Group 3: Competitive Landscape - Experts indicate that while the U.S. has historically led in BCI technology, China is rapidly catching up and even leading in certain areas [2][10]. - The article highlights the competitive nature of BCI research between China and the U.S., with both countries recognizing the technology's potential [2][7]. - Comparisons are made between China's "Beinao-1" and U.S. companies like Neuralink, noting differences in implantation techniques and signal recording methods [10]. Group 4: Research and Collaboration - The NeuCyber NeuroTech company, incubated by CIBR, focuses on developing BCI products like "Beinao-1" [4]. - Recent collaborations in Shanghai have also yielded breakthroughs in BCI technology, further enhancing the prospects for patients with speech impairments [10].

Group 1: Technology Developments - Neuralink has made progress with seven volunteers successfully implanted with brain-machine interfaces, allowing them to control games and robotic arms using brain signals, with a long-term vision for a "full brain interface" by 2028 [2] - Huawei has announced the open-sourcing of its Pangu 7B dense model and the 72B mixture of experts model, furthering its Ascend ecosystem strategy [3] - Tencent's Hunyuan-A13B model, with 80 billion total parameters and 13 billion active parameters, has been open-sourced, achieving competitive performance with leading models [5] Group 2: Automotive Innovations - Tesla has completed its first fully automated delivery of the Model Y, showcasing its autonomous driving capabilities ahead of schedule [4] - Xiaomi responded to reports of its YU7 model's brake pads catching fire during track testing, clarifying that the incident was due to high temperatures and did not affect the overall braking system [6] Group 3: Financial Activities - NVIDIA CEO Jensen Huang has sold approximately 3.22 billion yuan worth of NVIDIA stock, with other executives also reducing their holdings [5] - Blue Lens Technology is seeking to raise up to 6.06 billion USD through an H-share listing in Hong Kong, with shares expected to start trading on July 9 [14] Group 4: Industry Initiatives - The National Energy Group has launched China's first power generation industry large model, "Qingyuan," with parameters reaching the trillion level, aimed at enhancing efficiency and safety in power generation [8] - Yuxin Technology is actively engaging with key players in the stablecoin ecosystem, signing confidentiality agreements and exploring tokenization paths [9] Group 5: Corporate Actions - Ziguang Zhanrui has completed its IPO counseling filing, positioning itself to become the first domestic smartphone chip company to go public [11] - Huaqing Group has submitted an application for H-share listing on the Hong Kong Stock Exchange [12] - Stada Semiconductor plans to issue convertible bonds to raise up to 1.5 billion yuan for various projects [13] - Degu Tech intends to acquire control of Haowei Technology through a share issuance and cash payment, with the transaction expected to be a significant asset restructuring [17]

Core Viewpoint - Hangzhou is emerging as a new financial hub, attracting talent and investment, making money a natural instinct for its residents [3][5][19]. Group 1: Population and Talent Attraction - By 2024, Hangzhou's resident population is projected to exceed 12.62 million, marking a continuous double-digit growth for ten years [5]. - In 2022, over 25% of the talent influx to Hangzhou was from the digital economy sector, including IT, internet, and gaming [6]. - The proportion of high-end job seekers applying in first-tier cities has decreased from 45% in 2017 to 36% in 2021, while new first-tier cities like Hangzhou have seen an increase from 31% to 35% [7]. Group 2: Quality of Life and Income - Hangzhou boasts a per capita disposable income of 73,797 yuan in 2023, approximately 1.9 times the national average, ranking sixth among mainland cities [8]. - The city offers a high quality of life with significant green spaces and cultural activities, making it an attractive place for work and leisure [8][19]. Group 3: Economic Structure and Opportunities - Hangzhou's GDP reached 2.18 trillion yuan, with the private economy contributing 61.5% of this figure [10]. - The city is home to major companies like Alibaba and NetEase, which have established a robust digital economy and service sector [10][11]. - The median annual salary for computer programmers in Hangzhou is 250,000 yuan, with 10% earning over 520,000 yuan [10]. Group 4: Entrepreneurial Environment - Hangzhou has a vibrant entrepreneurial ecosystem supported by substantial government funding and investment, with over 1.7 trillion yuan invested in nearly 40,000 enterprises in 2023 [15]. - New graduates can receive up to 200,000 yuan in project funding and three years of rent subsidies, while successful projects can receive up to 5 million yuan in rewards [15][16]. - The city has streamlined its application processes for subsidies, allowing for efficient access to financial support [17][18].

Core Viewpoint - The article discusses a groundbreaking clinical trial by BrainGate that successfully enables paralyzed individuals to "speak" by converting their thoughts into real-time synthesized speech, showcasing the potential of brain-computer interfaces (BCI) in restoring communication abilities for those with neurological diseases like ALS [3][13]. Group 1: Clinical Trial Overview - The clinical trial results were published in the prestigious journal Nature, demonstrating the use of an implanted BCI that combines low-latency processing and AI-driven decoding models to convert neural activity into speech with only an 8.5-millisecond delay [4][10]. - The study involved a nearly completely speechless ALS patient, where 256 microelectrodes recorded neural activity from the brain region responsible for language, allowing for real-time voice synthesis [6][8]. Group 2: Technological Advancements - The research team developed AI algorithms that map neural activity to expected sounds, enabling the synthesis of speech nuances and allowing users to control the rhythm of the generated voice [10][11]. - The synthesized voice was found to be intelligible, with listeners correctly understanding about 60% of the words produced through the BCI, compared to only 4% when the patient did not use the device [10]. Group 3: Implications for Patients - The ability to synthesize speech using the patient's own voice provides hope for those who have lost their ability to communicate, potentially transforming their quality of life [13]. - The study highlights the importance of voice as part of personal identity, emphasizing the emotional impact of regaining the ability to speak for individuals with neurological disorders [13].

Market Overview - The three major A-share indices collectively adjusted today, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.47%, and the ChiNext Index down 0.84% [1] - The total market turnover was 1,091.6 billion, a decrease of 189.2 billion compared to the previous day [1] - Over 3,600 stocks in the market closed in the red [1] Sector Performance - The liquor, photovoltaic equipment, and solid-state battery sectors saw the largest gains [1] - The brain-computer interface and short drama gaming sectors experienced the most significant declines [1] Notable Stocks - The port and shipping sector rebounded, with Ningbo Marine (600798) and Xingtong Co. (603209) hitting the daily limit [1] - The solid-state battery sector was active, with Haike Energy, Nord Co. (600110), and Xiangtan Electric (002125) also hitting the daily limit [1] - Photovoltaic concept stocks performed well, with Saiwu Technology (603212) and GCL-Poly Energy (002506) reaching the daily limit [1] - Liquor stocks rebounded, with Huangtai Liquor (000995) hitting the daily limit, and Yingjia Gongjiu (603198) and Jinzhongzi Liquor (600199) rising over 5% [1] - Stablecoin concept stocks were partially active, with Chutianlong (003040) experiencing a significant rise and Annie Co. (002235) hitting the daily limit [1] - The brain-computer interface sector saw declines, with Aipeng Medical (300753) dropping over 10% [1] - The short drama gaming concept stocks collectively adjusted, with Yuanlong Yatu (002878), Chuanwang Media (300987), Zhongwen Online (300364), and Huanrui Century (000892) all falling over 5% [1]