垂直集成：用"造车"的逻辑改造"造脑" 01. Neuralink 此次扩建选址在德尔瓦列，距离特斯拉超级工厂只有数英公里。这绝非偶然，马斯克正在复刻特 斯拉最擅长的逻辑：自己掌控供应链。 换句话说，这种近邻关系带来了实实在在的 工业协同效应 ：从供应链的共享到精密加工设备的复用， Neuralink正在模仿特斯拉通过自研巨型压铸机降低成本的路径，重塑脑机接口的制造流程。 2026年3月2日，马斯克旗下的脑机接口公司Neuralink在德克萨斯州启动一项 820万美元 的扩建工程。 根据监管部门披露的文件，该项目代号为"ATX1"，位于德尔瓦列 Caldwell Lane 2200号，将对约37,607平 方英尺的建筑空间进行内部升级，主要 用于设备制造与办公。 此次扩建动作发生在Neuralink整体战略加速的背景下。据公开信息显示，Neuralink 于去年9月完成最新一 轮融资，累计融资额已超13亿美元，现估值超过90亿美金。 尽管 820 万美元的工程预算在其资本版图中占比极微，但制造用途释放出一个明确信号：脑机接口正在经历 从"实验室定制"向"标准化量产"的转折。 2026年，被马斯克亲自官宣为Ne ...

在我们的大脑上开个 25mm 的孔，再用跟红细胞大小差不多的针，往大脑里插入 128 根电极束，每根电极束上又有 8 个有传感器的电极。 也就是说，要往大脑里插入超过1000个电极，这 1000 个电极接在植入体上，植入体通过螺丝固定在头骨，弥补缺失的头骨，缝上头皮。 这就是马斯克的脑机接口公司 Neuralink 最新公布的脑机接口手术。 目前已经有 13 位高位截瘫患者和渐冻症患者接受了脑机接口手术，在术后通过练习，他们重新获得了行动能力，还能玩游戏。 因为脑机接口，也就是 BCI 或者说是 BMI，恰好处于生物、材料交叉的领域。 我们先来聊一下脑机接口的原理。 另一家脑机创业公司脑虎科技，也帮助一个因为车祸瘫痪近 3000 多天的患者，把玩游戏、操控电器的意念变成了现实。 不只是马斯克的公司，在国内，脑智卓越中心联合华山医院，在给瘫痪患者接上脑机接口后，可以实现控制轮椅移动，指挥机器狗取外卖，甚至还能重新回 归工作。 所以这次我们来聊一聊脑机接口这一中外都受到关注的领域。 脑机接口是什么？是不是一定要打开脑子插入电极？ 这项技术离实际应用，甚至是全脑接口，还有哪些需要跨越的障碍？ 21 世纪是属于生物的 ...

格隆汇2月24日丨宜安科技(300328.SZ)在互动平台表示，公司未向脑虎科技提供产品供货服务。 ...

本文核心数据：脑机接口领域细分市场情况;脑机接口领域侵入式脑机接口分析 1、中国脑机接口行业细分市场情况 脑机接口按照信号采集方式可以通常分为侵入式、半侵入式和非侵入式三大类别。目前侵入式脑机接口 的研究主要集中在开发新型材料以及更精细的电极以提高生物相容性，非侵入式产品研究主要集中在改 进材料以提升电极导电率、改进结构以促进电极与皮肤充分接触。较多公司侧重开发非侵入式产品，涉 及教育和泛娱乐、健康和睡眠辅助等。在侵入式领域内深耕的国内公司为数不多，少量公司正在开发无 创或微创的产品与解决方案，以用来进行脑科学研究、精神与心理疾病筛查，各类神经系统疾病监护、 诊疗与康复。 转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院脑机接口研究小组发布的《全球及中国脑机接口（BCI）行业发 展前景展望与投资机遇分析报告》。 行业主要上市公司：翔宇医疗(688626)、岩山科技(002195)、科大讯飞(002230)、伟思医疗(688580)、爱 朋医疗(300753)、三博脑科(301293)、创新医疗(002173)等 2、侵入式脑机接口分辨率高 侵入式脑机接口指通过神经外科手术将电极等信号记录装置植入脑内特 ...

展望后市，麦肯锡预测，2030年全球脑机接口医疗应用市场规模达400亿美元（约合2900亿元人民 币），2040年扩大至约1450亿美元。中国已将脑机接口列为十大创新标志性产品之一，并有望凭借柔性 电极技术突破实现弯道超车。业内预计中国脑机接口市场2040年或突破1200亿元。 就在中国脑机接口相关研发、实践不断获得创新突破之际，美国Neuralink公司也完成多项突破。例如首 例人体脑机接口植入，患者可意念操控电脑光标，将大脑信号转化为数字指令，延迟也达到毫秒级。 2026年，Neuralink宣布获FDA设备认定，计划2026年启动百人临床试验；Neuralink还与美敦力合作开 发"神经修复系统"，获欧盟CE认证。 数据显示，截止2025年底，全球脑机接口企业突破800家，中国企业占比超25%，医疗健康领域应用占 比达56%，投融资规模逼近100亿美元，一场关乎"人机协同"的技术革命已进入攻坚突破的关键阶段。 据智通财经消息，日前，西北工业大学常洪龙、吉博文科研团队宣布，我国首次完成脑机接口太空在轨 验证。 据悉，该团队研发的脑机接口产品，在极端太空环境下持续稳定采集模拟体液环境中的脑电信号，噪声 水平 ...

脑虎科技创始人彭雷表示，在政策支持力度加大、临床试验扩大和投资者兴趣日益浓厚的背景下，新一 波创业公司正竞相推动植入式和非侵入式脑机接口的商业化。彭雷连续创办了两家脑机接口创业公司， 他既是植入式脑机接口设备公司脑虎科技的联合创始人，也是非侵入式超声波脑机接口创业公司格式塔 (Gestala)的创始人兼CEO。 中国脑机产业飞速发展 凤凰网科技讯 北京时间2月23日，据科技网站TechCrunch报道，尽管埃隆·马斯克(Elon Musk)旗下 Neuralink总爱宣称自己是脑机接口技术的"开创者"，但中国的脑机接口产业已经悄然从研究阶段迈向规 模化应用。 他对这一市场潜力的信心建立在中国的切实行动之上：四川、湖北、浙江等省份已经制定了脑机接口的 医疗服务价格项目，加快了将其纳入国家医保体系的进程。 他认为，随着时间的推移，这项技术将从医疗领域"治疗疾病"拓展到"增强人类能力"。彭雷说："我一 直认为，神经科学和AI是同一枚硬币的两面。它们注定要深度融合，实现人脑与AI之间直接的高带宽 连接。脑机接口将成为碳基智能和硅基智能之间的终极桥梁。这听起来或许很遥远，但它代表着未来一 个难以想象的巨大市场。" "在 ...

Group 1 - The core viewpoint of the news highlights the mixed performance of the constituents of the CSI Pharmaceutical and Medical Device Innovation Index, with Pizhou Pharmaceutical leading the gains at 1.08% and Xinhengcheng leading the losses [1] - The Medical Innovation ETF (516820) is currently priced at 0.36 yuan, with a turnover rate of 0.63% and a transaction volume of 11.7 million yuan during the trading session [1] - Over the past month, the average daily transaction volume of the Medical Innovation ETF reached 62.8 million yuan [1] Group 2 - Brain Tiger Technology has successfully implanted a fully wireless brain-computer interface in its first clinical patient, who can now perform daily activities such as shopping and sending red envelopes through thought control [1] - According to Jiao Yin International Securities, the pharmaceutical industry is expected to continue shifting towards innovative drugs and high clinical value products due to ongoing medical insurance cost control and centralized procurement [1] - The market sentiment has improved, and significant business development transactions are driving strong performance in the pharmaceutical sector, with a stable outlook expected to continue into 2026 despite potential short-term volatility [1] Group 3 - The CSI Pharmaceutical and Medical Device Innovation Index consists of 30 publicly listed companies with good profitability, growth potential, and research innovation capabilities, reflecting the overall performance of profitable and growth-oriented pharmaceutical and medical device companies [2] - As of January 30, 2026, the top ten weighted stocks in the index include WuXi AppTec, Mindray Medical, and Hengrui Medicine, accounting for a total of 63.9% of the index [2]

Group 1 - Apple confirmed that the AI version of Siri is still on track for release within 2026, despite reports suggesting delays, which led to a 5% drop in its stock price [1][1] - The stock price decline erased Apple's gains for the year, with a nearly 4% drop attributed to the news [1] - The company aims to stabilize investor confidence by affirming its commitment to the planned release schedule [1] Group 2 - Zhao Ming, former CEO of Honor, announced his joining of Qianli Technology, expressing excitement about building an AI business ecosystem [2] - Zhao's decision to join Qianli Technology is influenced by his belief that AI is a field worth investing in for the next 20 years [2] Group 3 - Google announced a significant upgrade to its Gemini 3 Deep Think model, designed for scientific and engineering applications, achieving high performance in complex reasoning tasks [3][3] - The upgraded model demonstrated a 48.4% score on the Humanity's Last Exam and 84.6% on ARC-AGI-2, verified by ARC Prize Foundation [3] - In addition to mathematics, the model also showed strong capabilities in chemistry and physics, achieving gold medal-level results in international competitions [3][3] Group 4 - OpenAI and Cerebras launched the GPT-5.3-Codex-Spark model, aimed at real-time programming, marking their first public collaboration [4][4] - Codex-Spark is designed for high-speed interactive software development, achieving over 1000 tokens/s inference speed [5] - OpenAI emphasized the importance of developer control in the coding process, positioning Codex-Spark as a collaborative tool [5] Group 5 - Spotify revealed that its top developers have not written any code since December 2022, attributing this to the use of an internal AI system called "Honk" [6][6] - The "Honk" system utilizes generative AI technology to enhance coding speed and efficiency, allowing for real-time code deployment [6] Group 6 - Xiaomi announced that it will provide at least 10 years of spare parts support for its first-generation SU7 model, even after its discontinuation [8] - The new generation SU7 will be showcased in various cities starting February 13, with plans for a launch event in April [8] Group 7 - BMW confirmed a global recall of several hundred thousand vehicles due to a potential fire risk associated with the starter motor, affecting 16 models produced between July 2020 and July 2022 [9][9] - The company will notify affected vehicle owners to replace the potentially defective motors [9] Group 8 - Mercedes-Benz announced a recall of 11,895 EQB electric vehicles in the U.S. due to a risk of fire from the high-voltage battery [10] - The company will replace the batteries free of charge and has advised owners to park their vehicles outdoors [10] Group 9 - Sony launched the WF-1000XM6 wireless earbuds, claiming a 25% improvement in noise-canceling performance compared to the previous model [12][12] - The new earbuds feature an upgraded processor for enhanced audio processing and improved connectivity [12] Group 10 - NeuroXess announced a significant advancement in brain-computer interface technology, enabling a paralyzed patient to perform daily activities through thought control [15][15] - The patient achieved a brain control decoding rate of 5.2 BPS, comparable to international standards [15]

（来源：上观新闻） 在"家会"现场，这位"三全脑机接口"临床受试者不仅脑控设备参与抽红包环节，更用"意念"亲笔写 下"福"字，作为新年礼物赠予每一位脑虎员工。借助XessOs系统，受试者与大家聊天、互动、分享生 活，以平常而温暖的方式重新融入新春日常。 马年新春前夕，一位因高位截瘫卧床八年的患者，用"意念"写下"福"字，将它作为新年礼物，送给脑虎 科技的每一位员工。 2月12日，上海脑机接口头部企业脑虎科技举办了一场别开生面的内部"家会"。与往年不同，今年公司 的年度聚会没有繁复的节目流程，还邀请了一位特殊的"家人"——全球唯二、中国首例植入"全植入、 全无线、全功能"脑机接口的临床受试者，来到现场，与全体员工共聚团圆。 "我们问了员工最想要什么，答案很一致：实在的温暖，和陪伴家人的时间。"脑虎科技创始人兼首席科 学家陶虎说，为了让每位员工能更从容地安排返乡与团聚，公司调整了传统的年会形式，而这位临床受 试者的到来，成为整场"家会"最动人的注脚。 去年12月，在植入式柔性脑机接口领域处于领先地位的脑虎科技，发布了国内首款内置电池的全植入、 全无线、全功能脑机接口产品。依托自研的插件式脑机接口操作系统XessO ...

Group 1: Technology Developments - Zhipu released its next-generation flagship model GLM-5, achieving state-of-the-art performance in coding and agent capabilities, leading to a 36.22% stock price increase on February 9 [2] - DeepSeek is conducting a gray test for a maximum context length of 1 million tokens, with its knowledge base updated to May 2025 [3] - Meituan launched a native "Deep Research" agent with a usability rate of 61.1%, surpassing ChatGPT's 42.8% [6] Group 2: Consumer Electronics - Apple plans to maintain the same starting prices for the iPhone 18 Pro and Pro Max as the iPhone 17 series, leveraging supply chain management to control costs despite rising DRAM and NAND prices [4] Group 3: Financial Updates - NetEase reported a total revenue of 112.6 billion yuan for 2025, with R&D investment reaching 17.7 billion yuan, marking six consecutive years of over 10 billion yuan in R&D [11] - StarSea completed a 1 billion yuan Series B financing round, achieving a valuation of 10 billion yuan, becoming a unicorn in the embodied intelligence sector [12] - AGILINK announced the completion of a new financing round worth several hundred million yuan, led by major internet companies and involving top-tier capital [13] Group 4: Infrastructure Investments - Meta announced the construction of a new data center in Lebanon, Indiana, which will bring over 10 billion USD in investments and create approximately 4,000 construction jobs and over 300 operational jobs [9]