Group 1 - The U.S. Department of Energy announced an investment of over $320 million to enhance AI capabilities under the "Genesis Program," aimed at transforming scientific research and accelerating discoveries [5] - A new brain-machine interface called the Cortical Biological Interface System (BISC) has been developed, showcasing transformative clinical potential for treating various neurological disorders [6] - Starcloud, supported by NVIDIA, has trained the first AI model in space, utilizing a satellite equipped with a GPU chip that is 100 times more powerful than any previously sent to space [7] Group 2 - Meta Platforms is reportedly using Alibaba's QWEN to optimize its new AI model, codenamed "Avocado," which may be monetized and launched as early as spring 2026 [9] - Apple CEO Tim Cook discussed the company's opposition to the App Store Accountability Act, advocating for a different approach to age verification for users [10] - Google has launched a more affordable AI Plus plan in India, starting at ₹399 per month, to compete with OpenAI's ChatGPT Go subscription service [10][11]

Group 1 - Approximately 30% of public fund companies have experienced changes in leadership this year, with over 50 companies undergoing changes in chairman or general manager roles [2] - The long-term bond market has seen significant adjustments, with the yield on the 30-year government bond rising to 2.26%, an increase of 8 basis points since December [2] - The Federal Reserve has lowered the federal funds rate target range by 25 basis points to between 3.50% and 3.75%, marking the third rate cut this year and the sixth since September 2024 [3] Group 2 - The issuance scale of Fund of Funds (FOF) has exceeded 78 billion yuan this year, with over 75 FOFs established, and 24 of them raising over 1 billion yuan each [4][5] - The Hong Kong IPO market has seen a resurgence, with a total IPO scale of 267.1 billion HKD this year, but the rate of IPOs breaking below their issue price has increased, with 35.71% of new stocks breaking [5] - A new wave of stock buybacks has emerged in the Hong Kong market, with over 700 million shares repurchased in November alone, indicating a positive signal for long-term company development [6] Group 3 - AIDC (Artificial Intelligence Data Center) storage market is expected to experience explosive growth, with lithium battery shipments projected to reach 300 GWh by 2030, which is 20 times the expected 15 GWh in 2025 [7] - Oracle's cloud business sales grew by 34% to 7.98 billion USD, but this was below analyst expectations, leading to a drop of over 10% in after-hours trading [8] - JD.com has acquired a 50% stake in an office building in Hong Kong for approximately 3.473 billion HKD, indicating continued investment in the region [8]

美国哥伦比亚大学、斯坦福大学及宾夕法尼亚大学研究团队联合宣布，一种名为皮层生物界面系统 （BISC）的全新脑机接口已经问世，展现出变革性的临床潜力。这种脑机接口是一款如纸般轻薄的单 芯片植入体，速度远快于当今最先进的脑机接口，可实现大脑与人工智能（AI）的高速无线连接，为 治疗多种神经系统疾病带来了新的曙光。相关论文发表在新一期《自然·电子学》杂志上。 这一突破的核心在于，BISC能将复杂的电子设备高度集成于一块厚度仅为50微米、总体积约3立方毫米 的硅芯片上。不同于以往需要占据巨大颅内空间或需切除部分颅骨植入的"电子罐"，这款柔性芯片能通 过颅骨上的微创切口，直接滑入大脑和颅骨之间的硬膜下腔，像纸片一样贴合在大脑表面。这种设计不 仅极大降低了手术创伤和组织排异风险，更利用半导体行业的大规模制造技术，实现了设备的微型化与 可扩展性。 芯片内部集成了65536个电极，配合100兆字节/秒的超宽带无线数据链路，其数据吞吐量至少是现有同 类无线设备的100倍。这使得大脑神经信号能以极高的分辨率实时传输至外部计算机。 在实际应用层面，BISC的高带宽与微创特性为神经科学和临床医学带来了深远影响。研究团队利用该 平台在 ...

《科创板日报》12月11日讯，今日科创板早报主要内容有：外媒称中方正考虑限制获取英伟达H200芯 片，外交部回应；台积电11月销售额同比增长24.5％；海光信息回应重组失败；宁德时代：拟注册发行 不超过100亿元债券。 《科创板日报》主播小K为您播报。 【市场动态】 外媒称中方正考虑限制获取英伟达H200芯片 外交部回应 据报道，虽然美国总统特朗普已经决定允许将英伟达的H200芯片出售给中国，但中方正在考虑限制获 取该芯片。外交部发言人郭嘉昆对此表示，具体的情况，建议向中方的主管部门进行询问。 《科创板日报》记者获悉，Meta使用阿里千问优化其最新AI模型。此外，12月10日，阿里云正式发布 函数计算AgentRun。据介绍，这是一款一站式Agentic AI基础设施平台。隔夜阿里巴巴美股一度涨近 3%。 甲骨文云业务销售逊于预期 盘后股价暴跌超10% 美东时间周三盘后，美股科技巨头甲骨文股价暴跌超过10%。甲骨文公司公布了令人失望的云业务收 入，显示其近期大规模的人工智能订单可能需要更长时间才能兑现。甲骨文第二财季财报显示，云业务 销售额增长34%，达到79.8亿美元；公司备受关注的基础设施业务收入增长68 ...