The strategic move follows the successful integration of NETSOL's Flex and Dock solutions in August 2024 and marks a significant step in Charles and Dean's commitment to scaling operations and enhancing service delivery.ENCINO, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- NETSOL Technologies, Inc. (Nasdaq: NTWK), a global business services and enterprise application solutions provider, has announced that Charles and Dean, one of the United Kingdom's leading independent finance brokers, has expanded its adoptio ...

以下文章来源于东四十条资本 ，作者鲁智高 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 9年成长为超级独角兽。 文 ｜ 鲁智高 来源｜ 东四十条资本（ ID：DsstCapital） 封面来源 ｜ IC photo 刚宣布回归全天候工作没多久，马斯克便给旗下公司融了一笔钱。 几天前，马斯克创立的脑机接口公司Neuralink传出已经完成6亿美元融资，投前估值达到90亿美元（约647亿元）。这也意味着，他们大概率已经成长为 一个超级独角兽。 虽然在特斯拉、SpaceX、X、xAI等公司上投入了主要精力，但从马斯克频频为这家公司公开站台来看，这位身价达到3420亿美元的世界首富还是为 Neuralink的发展提供了不少帮助。 虽然成功实现了读取猪的脑电波信号，并且让猴子通过脑电波玩"打砖块"游戏及在虚拟键盘上"打字"，但是动物的大量死亡也引发众多争议。直到2023年 5月，美国食品药品监督管理局才批准Neuralink的植入式脑机接口设备可在人体上开展临床研究。 这项研究会由R1机器人将植入物"N1"放到人的大脑区域，然后应用程序会对大脑信号进行 ...

Group 1 - Apple announced that its Vision Pro's visionOS will support brain-computer interface (BCI) input devices later this year, utilizing a new BCI HID protocol for bidirectional communication with Apple devices [1] - The BCI HID protocol aims to enhance user experience by optimizing decoding accuracy through the exchange of contextual information between the BCI devices and Apple products [1] - Synchron's Stentrode device will be the first to support Apple's new BCI HID protocol, which is a permanent brain implant that does not require open-brain surgery [1] Group 2 - Synchron demonstrated how Stentrode can replace pinch gestures on the Vision Pro, allowing an ALS patient to select interface elements using eye-tracking and complete clicks through thought [2] - The collaboration between Synchron and NVIDIA showcased Stentrode's ability to control smart home devices, marking a significant advancement in human-computer interaction [2] - The CEO of Synchron emphasized that BCI technology is evolving into a new native input method for Apple devices, providing new possibilities for individuals with severe physical disabilities [2] Group 3 - A neurosurgeon involved in BCI clinical trials noted that while there have been recent breakthroughs in the field, significant advancements will require years of effort [3] - The introduction of Apple's BCI HID protocol is seen as a step towards establishing data transmission standards for BCI technology across various products [3] - Competing companies, such as Neuralink, are also making strides in the BCI space, with their device receiving FDA breakthrough device designation, demonstrating the growing interest and investment in this technology [3]

Core Insights - Stripe announced a series of new product launches at its annual user conference, Stripe Sessions, including an AI-based payment model, stablecoin-supported account services, and a new Orchestration solution [1][4] - The new AI model is trained on billions of transaction data, enhancing fraud detection capabilities significantly, with a reported 64% improvement in detection rates for large enterprises [2][3] AI-Based Payment Model - The AI foundation model captures hundreds of nuanced signals in each transaction, which previous models could not achieve [1] - The old model reduced card testing attacks by 80% over two years, showcasing the effectiveness of Stripe's fraud detection efforts [1] - The new model employs self-supervised learning, allowing it to autonomously discover features and adapt to changing fraud patterns [3] Stablecoin and Multi-Currency Solutions - Stripe plans to collaborate with startups like Ramp, Squads, and Airtm to launch multi-currency cards supported by stablecoins, enabling multinational companies to operate in a unified currency [3][4] - This initiative follows Stripe's acquisition of the stablecoin platform Bridge three months prior [4] Orchestration and Payment Services - The Orchestration feature allows businesses to manage and optimize multiple payment service providers from a single dashboard, regardless of whether Stripe is used as the payment processor [4] - Stripe highlighted several AI companies using its billing products, including OpenAI and Anthropic [4] Additional Announcements - Stripe expanded its payment method support to 125 options, including UPI and PIX [7] - The company introduced a new "Managed Payments" service to assist businesses with global tax, fraud prevention, and dispute management [7] - Stripe Tax now covers 102 countries, up from 57, automating the entire tax lifecycle from monitoring to reporting [7]

Core Insights - Recent breakthroughs in brain-computer interface (BCI) technology have triggered a strong market response in related sectors in A-shares [2] - The global BCI market is projected to grow from $2.35 billion in 2023 to $10.89 billion by 2033, with a compound annual growth rate (CAGR) of 16.55% [2] - Domestic BCI market is expected to exceed 120 billion yuan by 2040, with a CAGR exceeding 26% [2] Technological Developments - The CyberSense robot developed by the Chinese Academy of Sciences can implant flexible microelectrodes into animal brains with precision, supporting BCI and neurophysiology research [2] - Neuralink's BCI device Link has received "breakthrough device" certification from the FDA, marking a significant step towards clinical applications for patients with speech impairments due to various diseases [2][3] - The core technologies of BCI include high-precision brain signal acquisition, efficient neural signal decoding algorithms, biocompatible materials, microelectronics, and complex operating systems [3] Policy and Market Support - Continuous policy support in China is driving the development of BCI technology and applications, with multiple regulations introduced by 2025 [3] - The State Council has prioritized the review and approval of high-end implantable medical devices related to BCI [3] - New pricing projects for BCI services have been established, providing a regulatory framework for medical charges related to invasive and non-invasive BCI procedures [3] Market Performance - BCI-related stocks have shown strong performance, with companies like Qisheng Technology seeing a stock price increase of 46.45% as of May 9 [5] - The "Manufacturing Outbound" index rose nearly 5% this week, with significant contributions from communication equipment and marine equipment sectors [6] - Other indices such as "Electric New Outbound" and "TMT Outbound" also experienced gains of approximately 4% [6]

Group 1: Brain-Computer Interface (BCI) Development - The Chinese Academy of Sciences has developed a flexible microelectrode implantation robot named CyberSense, which can precisely implant flexible electrodes into animal brains, supporting BCI and neuroscience research [1] - CyberSense has successfully supported various specifications of flexible microelectrodes developed by other research institutes, indicating a collaborative effort in advancing BCI technology [1] - The upcoming International Forum on Neurotechnology in Shanghai will focus on cutting-edge technologies in neural regulation, including adaptive brain stimulation techniques for treating complex brain diseases [1] Group 2: Market and Regulatory Developments - Hubei Province has set government-guided prices for invasive and non-invasive BCI procedures, with the highest limits being 6552 yuan for implantation and 966 yuan for non-invasive adaptation, reflecting a structured approach to BCI pricing in China [2] - By early 2025, most BCI products approved by the regulatory authority are expected to be non-invasive, with a projected market size of 2.63 billion yuan and a market share of 82% for non-invasive interfaces by 2024 [2] - The BCI sector is recognized as a significant area for new productive forces, with companies actively pursuing commercialization across various fields such as healthcare, industry, and entertainment [2] Group 3: Company Insights - Nanjing Panda Electronics has successfully been selected for a key R&D project focused on multi-modal human-computer interaction systems based on BCI technology, indicating its commitment to innovation in this field [3] - Micron Medical Science, a leader in neuro-intervention, is expected to benefit from rapid industry growth and import substitution, with a promising growth trend in its performance [3] - Micron Medical Science has established a private equity investment fund with a total capital commitment of 1 billion yuan, indicating strong financial backing for future developments in brain science and artificial intelligence [3]

Global Market Overview - During the May Day holiday, global stock markets mostly rose, with the Nasdaq index up by 2.96%, and the Hang Seng Technology index rising by 3.08% on May 2, driven by easing US-China tariff tensions [5][19][20] - Commodity markets experienced an overall decline, with oil prices dropping approximately 3% and gold prices also weakening, while grain prices saw an increase [16][17] - The US dollar index surpassed 100 points, and the offshore RMB appreciated significantly, gaining nearly 700 basis points [17][18] Overseas Macro - The US economy showed signs of weakness under Trump's tariff policies, with a reported GDP contraction of 0.3% in Q1, while consumer spending increased by 0.7% in March [21][22] - The April non-farm payroll data exceeded expectations, with an increase of 177,000 jobs, leading to a reduced probability of interest rate cuts in June [22][23] - A mineral agreement was reached between the US and Ukraine, establishing a joint investment fund for resource exploration [25] Domestic Macro - The May Day holiday saw a significant increase in cross-regional travel, with an estimated 1.42 billion trips, marking a 4.5% year-on-year growth [29] - The tourism market was robust, with a notable increase in long-distance travel demand, while box office revenues saw a significant decline of 51.6% year-on-year during the holiday [30][32] - Policy developments included a meeting led by Xi Jinping focusing on economic and social development strategies for the upcoming "15th Five-Year Plan" [33] Industry Dynamics - Xiaomi launched its first inference open-source model, MiMo, which surpassed larger models from OpenAI and Alibaba in performance [43] - Apple is collaborating with Anthropic to develop an AI platform for software coding, aiming to enhance internal workflows [50] - Momenta and Uber announced a strategic partnership to commercialize Robotaxi services in international markets starting in 2026 [51]