A股午评：指数齐涨沪指重回4000点创指涨2.15%，脑机接口概念爆发！超4000股上涨，成交16489亿放量3240亿；机构解读

Market Overview - The Shanghai Composite Index returned to 4000 points for the first time in 34 trading days, closing at 4011.45 points, up 1.07% [2] - The Shenzhen Component Index rose 1.87% to 13777.32 points, while the ChiNext Index increased by 2.15% to 3272.07 points [2] Key Sectors - The brain-computer interface sector saw significant gains, with over 20 stocks hitting the daily limit, including companies like Lepu Medical and 37 Interactive Entertainment [4] - The semiconductor industry continued to strengthen, with multiple stocks, including Dongwei Semiconductor, also reaching the daily limit [2] - The innovative drug sector was active, with BeiGene rising over 10% [2] Notable Performances - The insurance sector performed well, with New China Life Insurance increasing over 7% and China Pacific Insurance rising over 6%, both reaching historical highs [5] - The insurance industry reported a total premium income of 57,629 billion yuan for the first 11 months of 2025, a year-on-year increase of 7.6% [5] Economic Indicators - Beijing's artificial intelligence core industry is projected to reach a scale of 450 billion yuan by 2025, with over 2,500 companies expected to be concentrated in the area [6] - The China Logistics and Purchasing Federation reported a rise in the commodity price index to 117.9 points in December 2025, marking a 3.2% month-on-month increase and the highest level since June 2024 [7] Institutional Insights - Huaxi Securities anticipates a bullish market in 2026, driven by favorable macro policies and increased liquidity, with a focus on sectors like semiconductors and AI [9] - CITIC Construction Investment expects a strong start to the A-share market in 2026, with a favorable liquidity environment and multiple positive factors driving growth [9]