Group 1 - The medical ETF (512170) opened high on January 6, rising over 1% and reaching a 20-day high, with real-time transaction volume exceeding 350 million yuan. The ETF recorded a daily increase of over 5%, marking five consecutive days of gains [1][5] - Brain-computer interface stocks, including Sanbo Brain Science and Meihua Medical, both hit the 20% daily limit up, achieving two consecutive boards. Conversely, the CXO sector saw a pullback, with Tigermed falling over 1% [1][5] Group 2 - On January 5, 2026, Elon Musk announced that Neuralink plans to start large-scale production of brain-computer interface devices, advancing the commercialization of the technology. Concurrently, the National Medical Products Administration held a meeting to expedite the review and approval of related medical devices [3][6] - According to CITIC Securities, China's brain-computer interface technology is relatively advanced globally, with potential to cultivate leading companies in the sector. This could enhance the valuations of related listed companies in the secondary market and stimulate financing in the primary market, creating a synergy between capital and industry development [7] - Zhongtai Securities noted that the pharmaceutical sector is expected to rebound in 2025 after four consecutive years of decline, driven by the realization of innovative drug export logic and industry recovery post-policy reform. Certain areas of the medical device sector may also see a reversal of difficulties [7]

北京商报讯（记者 丁宁）1月6日，延续前一交易日大涨走势，人脑工程板块涨幅明显。 具体来看，三博脑科、美好医疗开盘"20cm"涨停，爱朋医疗、翔宇医疗等高开超10%。 ...

每经AI快讯，1月6日早盘，脑机接口概念延续强势，岩山科技（002195）、南京熊猫（600775）、创 新医疗（002173）、倍益康、美好医疗（301363）、三博脑科（301293）封涨停，爱朋医疗 （300753）、熵基科技（301330）、翔宇医疗、伟思医疗等高开超10%。 ...

Core Insights - The announcement by Elon Musk regarding Neuralink's mass production of brain-machine interface (BMI) devices has significantly boosted market confidence in the commercialization of this technology, leading to a surge in related A-share stocks on the first trading day of 2026 [2][3][10] Group 1: Market Reaction - On January 5, 2026, domestic BMI concept stocks collectively opened high, with companies like Beikang rising over 29.98% and several others hitting the daily limit of 20% [1] - The market's positive response reflects high expectations for the commercial prospects of brain-machine interfaces following Musk's announcements [2][3] Group 2: Neuralink's Developments - Neuralink has completed seven rounds of financing, raising over $1.3 billion, which is significant compared to the projected $2.9 billion global market size for BMIs in 2025 [3][4] - The company has achieved several milestones, including FDA approval for human clinical trials and the first human implantation of a BMI, marking its leadership in the field [3][4] Group 3: Clinical Advancements in China - 2025 was termed the "Year of Chinese Brain-Machine Interfaces," with numerous clinical breakthroughs in restoring motor and speech abilities for high-level paraplegics, visual reconstruction, and treatment of mental disorders [7][8][10] - Key clinical trials have been conducted by various institutions, demonstrating significant advancements in BMI technology and its applications [9] Group 4: Regulatory and Market Developments - The introduction of policies such as the inclusion of BMIs in medical insurance and the establishment of regulatory frameworks for BMI medical devices indicate a move towards commercialization [10] - In 2025, the Chinese BMI sector saw 24 financing rounds, a 30% increase year-on-year, signaling growing investor interest and confidence in the market [10] Group 5: Competitive Landscape - Despite the surge in stock prices, there are currently no pure-play BMI companies listed in China, with many firms still in the process of developing their products and seeking IPO opportunities [11][12] - Companies like Qiangnao Technology and Bori Kang are actively pursuing IPOs, indicating a competitive race to become the first publicly listed BMI company in China [12][13] Group 6: Future Outlook - The industry is expected to enter a commercialization phase in 2026, with a competitive landscape emerging as various companies aim to establish themselves in the market [14]

Core Viewpoint - The brain-computer interface sector continues to experience significant growth, with multiple companies achieving consecutive trading gains. Group 1: Company Performance - Sanbo Brain Science (301293), Meihao Medical (301363), Innovation Medical (002173), Pulite (002324), Saily Medical (603716), Yanshan Technology (002195), and Yingqu Technology (002925) have all recorded two consecutive trading limit-ups [1]

Core Viewpoint - The A-share market started 2026 on a positive note, with all three major indices rising, indicating a shift from valuation recovery in 2025 to profit-driven growth in 2026 [1][5]. Market Performance - On January 5, 2026, the Shanghai Composite Index rose by 1.38% to 4023.42 points, the Shenzhen Component Index increased by 2.24% to 13828.63 points, and the ChiNext Index saw a rise of nearly 2.9% to 3294.55 points [5]. - The total trading volume reached 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with nearly 4200 stocks rising [5]. Sector Highlights - Key sectors showing strong performance included brain-computer interfaces, insurance, and storage devices, with significant gains in AI applications and emerging industries [2][6]. - The brain-computer interface sector experienced a surge, with related stocks hitting the daily limit, driven by news from overseas about Neuralink's plans for large-scale production [7][9]. Investment Outlook - Analysts predict that the 2026 technology bull market is likely to continue, with a focus on sectors such as technology growth, advanced manufacturing, and cyclical consumption [2][12]. - Investment strategies for 2026 include a balanced approach of high-quality stocks and high-potential sectors, emphasizing technology companies with strong fundamentals and emerging industries [13]. Structural Opportunities - The pharmaceutical sector is expected to see structural opportunities driven by innovation, international expansion, and policy reforms, with a focus on innovative drugs and AI integration in healthcare [14].

1月5日，A股以放量大涨拉开2026年序幕，日成交额增至2.57万亿元，赚钱效应良好，4185只个股收红，传媒、医药生物、电子、证券、大消费等均表现 亮眼。 受访人士表示，国际流动性宽松、美元贬值、人民币升值及国内政策利好共振，今日A股放量大涨，资金从低股息权重切换至高景气成长，市场风险偏好 显著提升。短期强势有望延续，可逢低关注脑机接口、半导体等新兴产业，同时警惕技术性回调、海外不确定性与行业分化风险。 沪指12连阳 A股新年开门红：沪指12连阳，收涨1.38%报4023.42点；创业板指涨2.85%报3294.55点，深证成指涨逾2%；科创50飙升4.4%，沪深300、上证50、北证50 齐涨约2%。 交易量较上一个交易日放大5016亿元，日成交额增至2.57万亿元。杠杆资金方面，截至去年12月31日，沪深京两融余额为2.54万亿元。 盘面上，半导体、存储芯片、电子设备制造等科技主线大涨，生物医药、医疗器械、人脑工程、AI制药爆发，短剧互动亦表现活跃；银行、石油天然 气、天然气、页岩气等板块回落。 31个申万一级行业中26个飘红，石油石化、银行等板块微跌，传媒板块大涨，蓝色光标、天下秀、引力传媒、三七互娱 ...

1月5日，市场高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方，录得十二连阳。截至收盘，沪指涨1.38%，收报4023.42点；深证成指涨 2.24%，收报13828.63点；创业板指涨2.85%，收报3294.55点。沪深两市成交额达到25463亿，较上一交易日大幅放量5011亿。 从板块来看，脑机接口、商业航天、科技成长三大主线全天领涨，点燃A股上攻情绪。脑机接口概念三十余只成分股涨停，三博脑科、美好医疗、创新医疗 涨停。商业航天概念反复活跃，雷科防务4连板，中国卫通5天3板。半导体产业链走强，亚翔集成、圣晖集成等多只科技成长股涨停。AI应用概念表现活 跃，蓝色光标2连板。保险板块爆发，新华保险、中国太保大涨续创历史新高。下跌方面，海南自贸概念集体大跌，海南发展跌停。 今日全市场共108股涨停，连板股总数14只，锋龙股份7连板，26股封板未遂，封板率为80%（不含ST股、退市股）。 一、板块异动 四、涨停揭秘 | | 金融界股灵通复盘(1.5) | | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 最终封板 | 几天几板 | 原因 | | ...

A股复盘 | 马年炒马斯克 / 2026.01.05 预期到会有开门红，竟然红成这样，沪指强势收复4000点，成交量超过2.5万亿，百股涨停！群里小伙伴纷纷发问，这还是缅A吗？ 沪指自2025年12月17日至2026年1月5日实现日线12连阳，创1992年3月以来最长连阳纪录。 | | 1992年以来沪指连阳时间记录 | | --- | --- | | 连阳长度 | 时间区间 | | 12连阳 | 2025.12.17-2026.1.5 | | 11连阳 | 2017.12.28-2018.1.12 | | 11连阳 | 2006.6.15-2006.6.29 | | 11连阳 | 1992.5.5-1992.5.25 | | 12连阳 | 1992.2.25-1992.3.11 | 图片来源：上证报 盘面上，昨天写周报的时候以为今天芯片会大涨的，没想到王者是脑机接口！ 路边社新闻传：委内瑞拉马杜罗被美军抓住后，送往了实验室，接入脑机接口终端，进行洗脑，已经完成了反美治疗，转住院观察，据称马 杜罗经历脑机洗脑后，嘴里一直在说：Make America Great Again！ | ম | | | --- | ...

资金流向方面，创业板医疗（970082）指数成份股当日主力资金净流入合计12.33亿元，游资资金净流 出合计8.49亿元，散户资金净流出合计3.84亿元。成份股资金流向详情见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，1月5日，创业板医疗（970082）指数报收于3808.57点，涨5.7%，成交202.09亿元，换 手率2.83%。当日该指数成份股中，上涨的有48家，三博脑科以20.01%的涨幅领涨，下跌的有2家，华 兰股份以3.23%的跌幅领跌。 创业板医疗（970082）指数十大成份股详情如下： ...