Xuan Gu Bao·2026-01-05 10:46Group 1: Institutional Trading Insights - A total of 34 stocks were listed on the institutional trading leaderboard, with 18 stocks experiencing net buying and 16 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were: BlueFocus (¥186 million), Haike Xinyuan (¥117 million), and Dongwei Semiconductor (¥112 million) [1] Group 2: Stock Performance and Innovations - BlueFocus saw a price increase of 19.97% with 2 buyers and no sellers, while Haike Xinyuan increased by 6.35% with 4 buyers and 2 sellers [2] - BlueFocus launched an online AI video production platform called "BlueMark Avatar," aimed at reducing the difficulty of audio and video production for overseas advertisers [2] - The brain-computer interface (BCI) sector is gaining traction, with significant advancements in policy, technology, and financing, as highlighted by Fangzheng Securities [3] - The BCI industry is expected to see nearly 30 financing rounds in 2025, totaling over ¥5 billion, with several companies advancing towards IPOs [3] Group 3: Semiconductor Sector Developments - Hengshuo Co., Ltd. specializes in storage chips and MCU chips, including NOR Flash chips and is developing AI chips based on NOR flash technology [4] - Purun Co., Ltd. is planning to acquire control of Noah Changtian, which focuses on providing mid-to-high-end 2D NAND and derivative storage products [5] - The semiconductor market is experiencing significant gains, with major companies like SanDisk and Micron seeing stock price increases of nearly 16% and over 10%, respectively [5] - The Hong Kong stock market is also performing well, with companies like Birun Technology and Huahong Semiconductor seeing substantial stock price increases [6] - Overseas investment banks anticipate potential increases in capital expenditures for semiconductor companies in 2026, with TSMC and ASML expected to exceed performance expectations [7]