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Leading early, Machado claims win in Venezuelan opposition’s presidential primary_我的网站

一 |     CARACAS, Venezuela -- Early returns in the Venezuelan opposition's presidential primary gave a big lead to former legislator Maria Corina Machado early Monday, and she quickly claimed victory as the voters' choice to lead the campaign to end the decade-long, crisis-ridden presidency of Nicolás Maduro. The independent National Primary Commission, which organized the primary, did not release any results until long after polling stations closed Sunday, blaming internet censorship. The organizers said that in the first 601,110 ballots counted, about 93% picked Machado, who had entered the vote as a strong front-runner. The rest of the votes were scattered among the other nine candidates. There was no indication of how many people cast ballots in all, and organizers were expected to release additional results throughout Monday.“Today, very powerful forces have been unleashed," Machado told supporters gathered outside her campaign headquarters in the capital, Caracas. “Today, we have shown ourselves what we are capable of doing in the face of all the obstacles, in the face of all the abuses.”Holding Venezuela’s first presidential primary since 2012 required the deeply fractured opposition to work together. Venezuelans, in turn, showed up at voting centers in and outside of their homeland to make it count, enthusiastically lining up for hours despite scorching sun and torrential rain.Still, what they saw as a monumental exercise in democracy could still prove futile, if Maduro’s government wishes.While the administration agreed in principle to let the opposition choose its candidate for the 2024 presidential election, it also has already barred Machado from running for office. Maduro’s government has in the past bent the law, retaliated against opponents and breached agreements as it sees fit.Hundreds of people gathered at voting centers in neighborhoods across Caracas even before polls opened. They stayed in line despite a rainstorm that left them soaking wet. They carried umbrellas, folding stools and coffee to ease the expected waits, and leaned against buildings or stood under marquees to try to avoid the rain. Caracas resident Stephanie Aguilar, 34, cried while she waited to vote. She described the primary as the only “salvation” for her country, her daughter and son, and the millions of Venezuelans who decided they had to emigrate due to the nation’s economic and political turmoil. “We want a better country, a free country, for my children ... who have grown up in this government,” Aguilar, a housewife, said as she wiped tears from her face. “They ask, ‘Mom, can we go out to eat?’ No, there is no money. ‘Mom, can we do this thing?’ No, there is no money. It is unfortunate that a society grows up under those conditions.”Venezuelans typically vote at public schools, but the independent commission that oversaw the primary opted to use homes, churches, private schools and other facilities after electoral authorities did not respond to requests for help in a timely manner.Jesús María Casal, head of the National Primary Commission, blamed the hours-long delay in issuing election results on internet restrictions. “Once we began the process of counting the results ... we detected that our server that functioned as a transmission channel was blocked, which prevents us from completing this process as scheduled,” he said.The London-based internet monitoring firm NetBlocks tweeted metrics showing “a disruption to internet connectivity in #Venezuela with high impact to Caracas." It added that a state-owned internet service provider claimed “an issue with its energy backup system.”David Smilde, an expert on Venezuelan politics at Tulane University, said the primary was a “significant achievement” for several reasons, including forcing political leaders and parties within the opposition “to reach out and speak to the people.”“And it has generated considerable enthusiasm and mobilization in a population that has been skeptical of the opposition leadership of late,” he said.Machado, a proponent of free-market economic policies, is a longtime critic of the governing United Socialist Party of Venezuela. She maintained a somewhat low profile for years but dominated the primary campaign by connecting with the same voters she consistently urged to boycott previous elections.The presidential election is expected to be scheduled for the second half of 2024. Maduro is looking to extend his presidency until 2030, which would surpass the time that Hugo Chávez, his mentor, governed and established his self-described socialist policies.Maduro’s allies ridiculed and dismissed the primary all year. Still, both the government and its opponents used the contest as a bargaining chip to extract concessions from each other as part of a negotiation process meant to end the country’s complex social, economic and political crisis. Maduro and an opposition faction backed by the U.S. government last week agreed to work together on basic conditions for the presidential contest. That prompted the government to release six political prisoners and the Biden administration to lift key economic sanctions. As part of the agreement, Maduro’s administration and the opposition are supposed to “recognize and respect the right of each political actor to select” a presidential candidate freely.If organizers declare Machado the primary's winner, the focus will shift to Maduro to see if the government reverses its ban on her seeking public office. In June, the government issued an administrative decision prohibiting Machado from running, alleging fraud and tax violations and accusing her of seeking the economic sanctions the U.S. imposed on Venezuela in the last decade. The U.S., holding up the threat of renewed sanctions, has given Venezuela until the end of November to establish a process for reinstating all candidates expeditiously.A U.N.-backed panel investigating human rights abuses in Venezuela said last month that Maduro’s government has intensified efforts to curtail democratic freedoms ahead of the 2024 election. That includes subjecting some politicians and other opponents to detention, surveillance, threats, defamatory campaigns and arbitrary criminal proceedings.All registered voters in Venezuela were allowed to participate in the primary, as well as tens of thousands living in several other countries.“This is unprecedented,” said a smiling María de los Ángeles León, 31, the coordinator of Mexico City’s voting site. “People know that we have no guarantees that the winner of this election will be able to advance to the presidential election, but we keep trying.”___Associated Press writer María Verza in Mexico City contributed to this report.。    　　脑机接口产业标准化建设再迎政策催化。
　　2030年脑机接口标准体系基本形成　　8月24日，工信部科技司发布《国家脑机接口产业标准体系建设指南（2026版）》（征求意见稿）。　　其中明确，到2028年，制修订脑机接口领域标准40项以上，牵头及参与研制国际标准10项以上，推动超100家企业开展标准宣贯与实施推广；到2030年，累计研制标准80项以上，标准体系基本形成，不断提升我国脑机接口全球标准参与度与产业贡献度。　　《建设指南》还搭建起七大维度的标准体系结构，涵盖基础共性、硬件、软件与算法、数据与通信、产品与系统、行业应用、安全及治理。其中，硬件标准聚焦电极、芯片、模组器件等核心硬件技术要求，软件与算法标准围绕通用软件平台、编解码算法等进行规范。行业应用覆盖医疗、工业、交通、健康、教育等多元场景。　　自今年政府工作报告首次将脑机接口写入、列为培育发展的未来产业以来，脑机接口驶入发展快车道：两项国家标准于8月正式实施，为技术开发、测试和应用提供统一规范；国家医保局已为脑机接口单独立项收费，26个省市出台收费细则，浙江、湖北等地率先突破医保支付。　　产业端同样取得密集突破。今年3月，博睿康NEO脑机接口系统获国家药监局三类医疗器械注册证，为全球首个获批上市的侵入式脑机接口产品；7月，阶梯医疗自主研发的微创植入式脑机接口技术在临床试验取得实质进展，多名高位截瘫患者依托该系统成功实现“脑控”办公。海外方面，Neuralink已入组26名受试者，并已在移动辅助设备上实现应用。

二 | 　　有望解锁万亿级消费与科技市场　　脑机接口是在大脑与机器间构建信息交互通道，实现生物智能与机器智能深度协同的前沿交叉技术，产业链涵盖上游芯片与电极、中游算法与系统集成、下游医疗与消费应用等多个环节。　　当前，我国脑机接口正处于技术产业化、场景规模化应用的关键阶段，标准体系搭建叠加临床突破与医保落地，商业化路径逐步清晰。　　长江证券指出，脑机接口技术突破与产业化进入关键阶段，非侵入式和半侵入式产品已在中国上市，有望带来商业化收入。　　浙商证券从市场空间维度给出量化判断。

三 | 该机构认为，2026年是脑机接口规模化验证元年，全球市场规模预计将从2025年的24.1亿美元增长到2035年的121.1亿美元，复合年增长率达15.8%。“国内脑机接口第二梯队临床试验加速落地，不断披露的临床试验将成为行业持续催化。

四 | ”　　中信建投表示，全球脑机接口产业仍处于早期发展窗口期，国内依托工程师红利、完整产业链优势，有望复刻电动车、创新药产业的弯道超车路径。

五 | 短期脑机接口产业将以医疗刚需落地为核心，长期将深度融合AI、智能穿戴、人形机器人等领域，解锁万亿级消费与科技市场。　　多只概念股今年业绩倍增可期　　东方财富概念板块显示，目前A股市场有51股涉及脑机接口概念，合计总市值约7501亿元。　　蓝思科技体量达2003.28亿元居首，科大讯飞以935.13亿元位居次席，三七互娱、岩山科技、星网锐捷、乐普医疗市值均超200亿元。　　年初至今，脑机接口概念板块整体走势偏弱，仅12股录得股价上涨。

六 | 声迅股份涨逾2倍领跑，博济医药、雅创电子、星网锐捷、盈趣科技等5股涨幅均超30%。

七 | 下跌方面，雷迪克、成都华微、翔宇医疗、麦澜德等21股均跌逾20%。　　本月，脑机接口概念板块走势分化，24股上涨、26股下跌。博济医药大涨55%居首，北陆药业、声迅股份、星网锐捷、蓝思科技等5股涨幅均超20%。下跌方面，海南海药、乐普医疗、迈普医学等5股跌超10%。　　从资金角度看，东方财富Choice数据显示，本月共有19只脑机接口概念股获得融资客青睐。其中，蓝思科技获杠杆资金加仓5.64亿元，星网锐捷获抢筹1.20亿元，三七互娱、三博脑科、乐普医疗、狄耐克等9股均获超2000万元融资净买入。　　未来增长潜力方面，根据3家及以上机构一致预测，共3只脑机接口概念股今年业绩有望翻倍增长。其中，机构预计东微半导净利或同比大增1.87倍，新里程净利将增长169.50%，博拓生物业绩亦有望倍增。

八 | 此外，国际医学、科大讯飞、百洋医药、迈普医学的机构预测净利增幅均超30%。（文章来源：东方财富研究中心）。

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