梦回巅峰！医药疯涨，医疗ETF、港股通创新药ETF罕见暴拉逾5%！脑机接口概念批量20CM，创新药产业链全线上扬

Group 1 - The A-share medical sector experienced a significant rally on January 5, 2026, led by the brain-computer interface concept, with key stocks like Sanbo Brain Science, Meihao Medical, and Lepu Medical hitting the 20% daily limit up [1] - The largest medical ETF in the market, tracking the medical index, surged by 5.29% to reach its highest point since October 9, 2024, with a trading volume of 1.166 billion yuan, an increase of over 211% compared to the previous trading day [1] - In the Hong Kong market, the medical sector also performed strongly, particularly in innovative drugs, with the Hong Kong Innovation Drug ETF rising by 5.42%, marking its largest single-day increase since its launch in July 2025 [2] Group 2 - Elon Musk announced on social media that his brain-computer interface company, Neuralink, will begin mass production of brain-computer interface devices in 2026, indicating a significant advancement in the technology [3] - According to CITIC Securities, China's research in brain-computer interface technology is relatively advanced globally, which is expected to enhance the valuations of related listed companies and stimulate financing in the primary market [3] - The National Medical Products Administration reported that 76 innovative drugs were approved for market in 2025, setting a historical record, with total licensing transactions exceeding $130 billion [5] Group 3 - The Hong Kong medical sector saw a collective rise in various concepts, including brain-computer interfaces and internet healthcare, with stocks like Microneuro Science and Brain Dynamics-B increasing by 19.73% and 15.74%, respectively [5] - The upcoming listing of the Hong Kong medical ETF Huabao (159137) is anticipated to attract attention, as it tracks the medical theme index [5] - Long-term strategies in the medical sector remain focused on innovation, with expectations for strong performance in 2026, particularly in innovative medical devices and drugs [5]