Market Overview - The Shanghai Composite Index rose by 1.38% on January 5, with 26 out of 28 sectors experiencing gains, particularly in the media and pharmaceutical industries, which increased by 4.12% and 3.85% respectively [1] - The electronic sector ranked third in terms of growth, with a rise of 3.69% [1] Capital Flow - The net inflow of capital in the two markets reached 8.334 billion yuan, with 15 sectors seeing net inflows [1] - The electronic industry led the net capital inflow with 9.481 billion yuan, followed by the pharmaceutical sector with 4.379 billion yuan [1] Electronic Industry Performance - Within the electronic sector, 476 stocks were tracked, with 426 stocks rising and 11 hitting the daily limit [2] - The top three stocks by net capital inflow were: - Zhaoyi Innovation: 2.046 billion yuan - Shenghong Technology: 1.995 billion yuan - SMIC: 1.035 billion yuan [2] Electronic Industry Outflows - The electronic sector also had stocks with significant capital outflows, with the top three being: - Changying Precision: -0.806 billion yuan - Qianzhao Optoelectronics: -0.471 billion yuan - Saiwei Electronics: -0.332 billion yuan [3]

资金面上，今日主力资金全天净流入83.34亿元。其中，创业板主力资金净流入21.65亿元；科创板主力 资金净流入24.46亿元；沪深300成份股主力资金净流入135.25亿元。 1月5日，沪指上涨1.38%，深成指上涨2.24%，创业板指上涨2.85%，沪深300指数上涨1.90%。可交易A 股中，上涨的有4185只，占比76.69%，下跌的1168只。 今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 电子 | 3.69 | 94.81 | 钢铁 | 0.04 | -0.42 | | 医药生物 | 3.85 | 43.79 | 公用事业 | 0.71 | -0.93 | | 有色金属 | 2.62 | 30.57 | 石油石化 | -1.29 | -1.16 | | 非银金融 | 3.14 | 28.23 | 银行 | -0.34 | -1.22 | | 食品饮料 | 2.11 | 16.64 | 农林牧渔 | 0.00 | -2.80 | | 计算机 ...

新年首个交易日A股开门红，各主要股指全线高开高走，深成成指创近4年新高，上证指数突破4000 点，科创50站上1400点。超4200只个股上涨，市场成交2.57万亿元，创近3个月新高。 消息面，近日，马斯克在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始大规模生产脑机接 口设备，并转向更加精简和几乎完全自动化的外科手术流程。希望能够在2028年实现"全脑脑机接口计 划"。 光大证券表示，脑机接口行业进入"政策—研发—应用"闭环，商业化路径逐渐清晰，近百亿美元的蓝海 市场加速开启。 芯片概念股也全线走强，存储芯片方向最为活跃，板块指数高开高走，单边上扬涨逾4%，创历史新 高。恒烁股份、普冉股份、西测测试等多股临近尾盘20%涨停，雷科防务、兆易创新、东方中科等亦批 量涨停。 盘面上，人脑工程、存储芯片、航天装备、人工智能等板块涨幅居前，油气开采、海南自贸、酒店餐 饮、电机制造等板块跌幅居前。 Wind实时监测数据显示，电子行业获得逾370亿元主力资金净流入，医药生物、电力设备、计算机、机 械设备也均获得超百亿元净流入，传媒获得逾91亿元净流入，非银金融、基础化工都获得超50亿元净流 入。商贸零 ...

从资金流向上来看，当日半导体板块主力资金净流入55.41亿元，游资资金净流出48.99亿元，散户资金净 流出6.42亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603986 兆易创新 | | | 16.521Z | 14.29% | -11.58亿 | -10.01% | -4.95 Z | -4.28% | | 688981 中芯国际 | | | 9.97亿 | 8.49% | -5.96 Z | -5.07% | -4.01亿 | -3.41% | | 605358 | 立昂微 | | 3.84(Z | 19.83% | -1.14亿 | -5.88% | -2.70 Z | -13.95% | | 688008 澜起科技 | | | 3.82 Z | 5.70% | -3.05亿 | -4.55% | -7673.36万 | -1.15% | | 68 ...

Market Overview - On the first trading day of 2026, the three major indices in A-shares experienced significant gains, with the Shanghai Composite Index rising by 1.38% and returning to the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index increased by 2.24% and 2.85% respectively. The total market turnover reached approximately 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4100 stocks rising [1]. Sector Performance - The storage chip sector showed strong performance, with leading stock Zhaoyi Innovation seeing a net inflow of 2.046 billion yuan, ranking first in A-shares and being the only stock with net inflow exceeding 2 billion yuan. Zhaoyi Innovation's stock price hit the daily limit, closing at 235.68 yuan per share, with a total market capitalization of 157.4 billion yuan. The stock price increased by 101.17% in 2025 [3][4]. - Other stocks in the storage chip sector, such as Hengsuo Co., Yunhan Chip City, and Puran Co., also reached their daily limit, indicating a strong upward trend in this sector [5]. Future Outlook - According to research from Guojin Securities, the demand for AI is expected to drive significant price increases in storage chips, with DDR4 16Gb prices projected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% by 2025. The global demand for storage chips is anticipated to continue exceeding supply in 2026, leading to sustained price increases [9]. - Research from招商证券 suggests that the growth in AI demand will drive the expansion of global storage and advanced process capacities, with domestic storage and advanced process expansions expected to accelerate from 2026 to 2027, benefiting domestic equipment manufacturers with strong order flows [9]. Brain-Computer Interface Sector - The brain-computer interface sector experienced a surge, with stocks like Beiyikang and Botao Bio reaching their daily limits. The sector was the top performer on the Tonghuashun gainers list, with over ten stocks hitting the daily limit [11]. - The announcement by Elon Musk regarding Neuralink's plans to start large-scale production of brain-computer interface devices in 2026, along with nearly fully automated surgical procedures, marks a significant milestone for the sector, transitioning brain-computer interfaces from experimental tools to widely available products [11].

截至1月5日收盘，存储芯片概念上涨4.44%，位居概念板块涨幅第10，板块内，149股上涨，恒烁股 份、普冉股份、云汉芯城等20%涨停，雷科防务、东方中科、兆易创新等涨停，江波龙、中微公司、开 普云等涨幅居前，分别上涨15.73%、14.16%、13.99%。跌幅居前的有迈为股份、沃格光电、睿能科技 等，分别下跌5.81%、3.00%、2.61%。 存储芯片概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 603986 | 兆易创 新 | 10.00 | 7.48 | 204555.30 | 17.69 | | 688981 | 中芯国 际 | 5.80 | 4.56 | 103503.80 | 8.81 | | 300475 | 香农芯 创 | 12.92 | 13.28 | 49957.36 | 5.33 | | 605358 | 立昂微 | 9.99 | 7.75 | 37971.03 | 19.60 ...

2026年A股首个交易日，三大指数放量上涨。 同花顺（300033）数据显示，脑机接口、医疗、存储芯片等板块今日表现活跃，海南自贸区、免税店、旅游及酒店等板块表现较弱。 今日，存储芯片龙头股兆易创新（603986）主力资金净流入达20.46亿元，位居A股第一名，也是今日唯一一只净流入超20亿元的个股。截至收盘，兆易创 新涨停，报235.68元/股，总市值达1574亿元。2025年，兆易创新股价涨幅达101.17%。 | 兆易创新 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 603986 融 沪股通 L1 | | | | | | | | 235.68 235.68 | | ■ | | 市值 1574.0亿 | 1.69 量比 | | | 221.00 | | | | 流通 1574.0亿 | 7.48% 换 | | | 21.43 10.00% 221.32 | | 开 | | 市盈 TIM 116.28 | 额 115.61亿 | | | 相关 ETF > | | | | 芯片 ETF 广发 4.55% 含兆易创新 6.8% > | ...

Market Overview - On the first trading day of 2026, the three major indices in A-shares experienced significant gains, with the Shanghai Composite Index rising by 1.38% and returning to the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index increased by 2.24% and 2.85% respectively. The total market turnover reached approximately 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4100 stocks rising [2]. Sector Performance - The storage chip sector showed strong performance, with leading stock Zhaoyi Innovation seeing a net inflow of 2.046 billion yuan, the highest in A-shares, and closing at a limit-up price of 235.68 yuan per share, giving it a total market capitalization of 157.4 billion yuan. Zhaoyi Innovation's stock price increased by 101.17% in 2025 [4][6]. - Other stocks in the storage chip sector, such as Hengluo Co., Yunhan Chip City, and Puran Co., also reached their daily limit-up prices, indicating a robust rally in this sector [6]. Price Trends and Forecasts - According to research from Guojin Securities, the prices of storage chips are expected to surge due to strong AI demand, with DDR4 16Gb prices projected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% in 2025. The global demand for storage chips is anticipated to remain high in 2026, leading to continued price increases [9]. - Research from招商证券 indicates that the expansion of storage and advanced process capacities driven by AI demand will accelerate in 2026-2027, benefiting domestic equipment manufacturers with a strong order flow [9]. Brain-Computer Interface Sector - The brain-computer interface sector experienced a significant surge, with stocks like Beiyikang and Botao Bio reaching their daily limit-up prices. This sector was the top performer on the Tonghuashun gainers list [10][11]. - The announcement by Elon Musk regarding Neuralink's plans to start large-scale production of brain-computer interface devices in 2026, along with nearly fully automated surgical procedures, marks a significant milestone for the sector, transitioning it from a "medical trial tool" to a "widely available product" [11]. Market Outlook - According to招商证券, the A-share market is expected to continue its upward trend in January, with an increased probability of hitting new highs. Factors contributing to this outlook include accelerated issuance of local government special bonds and improved government spending and investment data [15]. - The report suggests that the focus in January will be on performance disclosures, with particular attention to sectors such as commercial aerospace, AI applications, AI computing power, and semiconductor equipment, as well as consumer services and non-bank financials [16].

Choice数据显示，1月5日，资金净流入额排名前十的个股依次是：胜宏科技、兆易创新、贵州茅台、中 芯国际、中国平安、天际股份、紫金矿业、东方财富、宁德时代、航天机电。其中，胜宏科技获净流入 19.40亿元，兆易创新获净流入16.52亿元。 ...

*ST奥维连续4日跌停，*ST熊猫连续3日跌停，*ST岩石、恒大高新连续2日跌停，山东章鼓、美能能源 等跌停。 1月5日，A股全天下来共有127只涨停股、12只跌停股。快手概念活跃，蓝色光标、利欧股份2连板，引 力传媒涨停；人脑工程概念走强，海格通信4天2板，岩山科技、乐普医疗等涨停；存储芯片概念上涨， 雷科防务4连板，兆易创新、普冉股份等涨停。 连板股方面，锋龙股份7连板，*ST东易9天6板，ST八菱7天5板，*ST铖昌6天5板，德力股份8天4板，北 斗星通、中国卫通5天3板，勘设股份4天3板，南兴股份、友邦吊顶3连板，航天机电、国晟科技等4天2 板，东方通信3天2板，烽火通信、城建发展等2连板，盐湖股份、兴业银锡等涨停。 ...