Popular in the investment circle! Is brain-computer interface a track that can be won?

Author/Baked Buns under the Starry Sky

Editor/Spinach’s Starry Sky

Typesetting/Leeks under the Starry Sky

Brain-Computer Interface, this sci-fi term has recently become one of the most frequently mentioned hot words among investors. After all, there is no sector like it, with the index rising in one day. 8.2%.

Simply put, the brain-computer interface is to establish a direct channel between the human brain and external devices, so that our brains can have a "dialogue" with the machine. This pathway is to measure and collect the activities of the central nervous system, and then translate them into signals that can be recognized by the outside world.

Recently, at the "Brain-Computer Interface Innovation and Development Forum" of the Zhongguancun Forum, a leader of the ministry also proposed that our country has formed a system covering the basic layer, technical layer andApplication Layer The entire industry chain of brain-computer interfaces has been applied in medical, education, industry, entertainment and other fields. Many investors, including the author, feel that the era of brain-computer interfaces is coming soon. .

But is this really the case? Is there really no element of speculation in the capital market's pursuit of it? In the past two days, many players such as Intelligent Cube (301312), Boxin Holdings (600083), and China Science and Technology Information (300678) have begun to refute the rumors, saying that the brain-computer interface "has nothing to do with me". Today, the author will take you to find out.

1. Drive all the way, crazy to the end

In fact, many people are familiar with the concept of brain-computer interface. It belongs to the category of Brain Science and has been featured in many movies, but perhaps no one has thought that in the capital market It has become popular among investors. For example, Innovative Medical (002173), one of the concept stocks, has had four daily limit boards in a row.

Innovative Medical Stock Price Situation

When it comes to brain-computer interfaces, there is a great master who cannot be bypassed - Musk, who also recently visited China. Back in 2017, the author saw news that Musk planned to develop equipment to treat serious brain diseases. He also established Neuralink that year, with the ultimate goal of developing an ultra-high-bandwidth brain. Machine interface system allows humans and AI to coexist.

Only three years later, Musk has shown the audience in the live broadcast that the brain-computer interface (LINK V0.9) is implanted into the piglet’s cerebral cortex about 3-4 mm. The activity signal can be read in real time, and any activity of the piglet will not be affected at all.

When the author saw this, I exclaimed in my heart, The era of cyberpunk has arrived.

Who would have thought that just a few days ago, Neuralink officially announced that the first human clinical trial had been approved by the U.S. Food and Drug Administration (FDA). Through micro-electrodes implanted in the brain, Realize wireless connection between human brain and computer.

You know, last year, the FDA rejected this clinical trial. Musk's brain-computer interface will also focus on restoring human vision in the future, and helping people who cannot move muscles control devices such as smartphones.

Neuralink official news

2. One year of joy and one year of sorrow

The United States has dared to give the green light to the first human trial of brain-computer interface. So how are we progressing?

From a top-level design perspective, brain science belongs to our national strategic scientific and technological strength, and will surely become an important track for competition between China and the United States in high-precision fields in the future. In October last year, Shanghai It has taken the lead in taking action, saying that it will strengthen research and innovation related to brain science and explore the application of brain-computer interface technology in the medical rehabilitation field.

Many countries have begun to pay attention to brain research

Judging from the progress of research and development, many universities have established relevant research centers. Just at the beginning of this month, the world’s first non-human primate (monkey ) The interventional brain-computer interface trial was successful in Beijing, and the main credit comes from the research team of Nankai University.

From the perspective of the industry, the number of brain-computer interface companies in China and the United States has accounted for 75% of the global total. However, the development paths of China and the United States are very different. Chinese players mainly use Non-implantable brain-computer interfaces are the main ones, and the United States is more inclined to implantable ones, but it is obviously too early to say which technical route will have the last laugh.

But judging from the financing situation in the capital market, last year actually entered a cooling-off period. The total global financing was less than half of 2021. The financing rounds of domestic players are mainly Series A and seed rounds. . According to statistics from professional institutions, as of last month, there have been close to 1,400 brain-computer interface-related financing events around the world. Until recently, with the emergence of many positive events for brain-computer interfaces, the author judged that related financing is expected to enter the next round of acceleration.

Brain-computer interface financing situation in 2022

There are already professional organizations that have given brain-computer interfaces enough room for imagination: the market size can reach US$70 billion to 200 billion US$ from 2030 to 2040. If this growth rate can be achieved, perhaps It will become a wealth creation movement again.

3. Medical care, the window of greatest demand?

Although brain-computer interfaces have various stories to tell in the capital market, when it comes to reality, there are still many hurdles that need to be overcome.

In terms of technological progress, the current communication rate of the brain-computer interface is still low, and the information transmission is still slightly inefficient. Moreover, the information transmission is more unilateral at present and will be two-way in the future. Brain-computer interface still needs to be developed (that is, after "from brain to machine", then "from machine to brain", forming a closed loop). Of course, security is definitely the issue that everyone is most concerned about.

From the perspective of commercialization, medical treatment is likely to become the largest demand market for brain-computer interfaces in the future. For example, patients with paralysis and aphasia can use brain-computer interfaces to express their wishes and communicate with the outside world, and for example, the diagnosis and treatment of limb movement disorders. If we think further, when it matures in the future, will it become the ultimate entrance to the Metaverse? The author thinks it is possible, but there is still a long way to go.

Brain-computer interface industry chain

Finally, ethics is definitely a topic that cannot be avoided. Who has the right to control the human brain in the future? How do these external devices manage and regulate the relationship between the human brain and the human machine? These issues are unclear, and maybe not There will be many players who resist brain-computer interfaces just like they resisted ChatGPT.

Note: This article does not constitute any investment advice. The stock market is risky, so be cautious when entering the market. There is no harm without buying and selling.

The above is the detailed content of Popular in the investment circle! Is brain-computer interface a track that can be won?. For more information, please follow other related articles on the PHP Chinese website!