Talk to the virtual yourself?Musk's remarks with fire A -share human brain engineering sector

Cover Journalist Zhu Ning

On July 20, the concept of the A -share human brain engineering concept stocks continued to strengthen. As of the closing, the Index Index Index of the Human Brain Engineering Plates rose 3.18%. Among the ingredients stocks, Xinzhi cognitive daily limit.

The concept of Musk with red brain machine interface

Recently, Tesla CEO Elon Musk said that he had uploaded his brain to the cloud and talked to the virtual version of his own. Marcus tweeted, "If you can upload your brain to the cloud and talk to your virtual version, will you become friends?" Musk replied, "I have done it", but Musk No detailed introduction is given.

It is understood that Musk may refer to his neural technology company Neuralink, which is committed to developing a brain -machine interface. The device will allow the computer to transform a person's idea into action so that they can complete it only through thinking to complete it. Types and other actions. The company carries Musk's vision of "thought exchange" in the future and has announced many results so far.

According to the relevant concepts, the brain interface, also known as the "brain port" or "brain machine fusion perception", is a direct connection channel established between human or animal brain (or training of brain cells) and external equipment. This technology can establish communication between people (or other animals) brains and external environments to achieve the purpose of controlling equipment, and then play a role of monitoring, replacement, improvement/recovery, enhancement, and supplement.

According to data prediction, the global market size in the field of brain health will exceed 10 billion US dollars in 2024, becoming the next industry that may bring subversive effects on human society.

Only technical breakthrough can bring market value growth

Some analysts said that in the Yuan universe era, terminal hardware forms will evolve towards emerging devices such as VR/AR and brain interfaces. The transmission method of "information-eye-brain" will be simplified into two links of "information-brain". The brain interface will become the next generation of the universe after VR and AR.

In the domestic market, policies and capital are promoting the development of human brain engineering -related industries. In 2021, my country issued the "Fourteenth Five -Year Plan" plan, which mentioned in the cutting -edge fields such as aiming at brain science, and implemented a number of forward -looking and strategic national science and technology projects; Organize the implementation of future industrial incubation and acceleration plans, and plan a number of future industries.

In addition, VCs including IDG, Sequoia China, Fengrui Capital, and Speed ​​China have entered the field of brain science. According to arterial network statistics, from 2017 to 2022, 23 new companies were established in the field of domestic medical+brain machine interfaces, generating a total of 53 financing transactions, with a cumulative financing amount of about 2.6 billion yuan.

However, there are currently fewer A -share listed companies that have a brain -headed interface, with less than 10 concept stocks. Suddenly the concept of the brain interface was exploded, and the reporter interviewed the relevant researcher. It believes that the current brain interface is the same as that of other means to realize the Yuan universe. There are also more attention.

However, it must be pointed out that the development of new technologies is not a moment. Compared with XR technology, brain machine technology is farther away from people. The reason why it has received attention is because of Musk's remarks. As an enterprise and capital market, there is no need to hype. The value of the stock must be around value fluctuations. When the current brain machine technology does not break through, the hype -related concept stocks are meaningless.

Huatai Securities believes that the brain interface is expected to become the next generation of human -computer interaction technology. At the same time, with the continuous development of the Yuan universe and the continuous exploration of brain science, the brain interface will become the next -generation Yuan universe entrance after VR and AR.

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