The First Shock Wave in 2025: Chen Beats Elon Musk in BCI Technology
TMTPOST -- Today is my last day at CES 2025, and one thing has impressed me. Elon Musk appeared online for an interview. Besides discussing AI and the colonization of Mars, another topic Musk continuously brought up was the significant breakthroughs in brain-machine interface (BMI) technology. He emphasized that his brain-machine interface company, Neuralink, has already implanted BMI chips in three human patients. Last year, Neuralink also showcased an experiment where a monkey played a game using its device, demonstrating that the technology could decode brain signals and control external devices. This marked a key breakthrough in the "neural language decoding" part of BMI technology. Many might not fully understand "language decoding." In simple terms, it is a technology that decodes la
Needham的投资组合经理Chris Retzler认为,无论何时降息,经济都会继续放缓,但有些股票即使在放缓的经济环境中仍有望蓬勃发展。Retzler是Needham Small Cap Growth Fund的经理,他指出,即使降息,其影响也不会立即显现。他在周三的CNBC“Squawk Box”节目上表示:“经济仍需放缓,并将继续放缓,而任何利率的下调也需要一段时间才能产生效果。”市场普遍预计,美联储将在9月17-18日的会议上至少下调基准借贷利率四分之一个百分点。Retzler称:“如果我们降息50个基点,那很可能是因为美联储正在应对一个更加严峻的经济问题。”尽管如此,Retzler仍看好一些对宏观经济不确定性具有较好防御能力的股票。首先,他提到半导体公司Marvell Technology(MRVL)。这位经理表示,Marvell有可能收购英特尔的Altera可编程芯片部门。据路透社报道,英特尔CEOPat Gelsinger正准备向董事会提出出售资产和削减成本的计划。Retzler还看好芯片股的长期前景,但提醒投资者这些股票的波动性较大。他说:“长期来看,我们确实看好半导体。几乎所有产品中都有它们的身影。我认为你需要谨慎关注,做足尽职调查,找到合适的入场点,不要过早买入。”Retzler的第二只选股是位于威斯康星州的水表公司Badger Meter(BMI)。他认为这是一个押注于每隔几年更新周期的公用事业型公司。他表示:“所有住宅都需要水表,而这些水表随着时间推移会失效,且正在向数字化转变,取代传统的铜表。”