新晋顶流！Neuralink官宣引爆脑机接口，国内医疗器械持续突破，如何把握板块β？

Core Viewpoint - The medical device sector is experiencing significant growth, driven by advancements in brain-computer interface (BCI) technology and strong market interest, particularly following Neuralink's announcement of large-scale production plans for 2026 [1][2][3]. Group 1: Market Performance - The medical device index ETF (159898) saw a net inflow of over 17.7 million yuan during intraday trading, following a previous day's inflow of over 23 million yuan [1]. - Key stocks in the sector, including Weisi Medical, Xiangyu Medical, and Meihao Medical, reached their daily limit up, indicating strong investor confidence [1]. Group 2: Technological Advancements - Domestic advancements in BCI technology are accelerating, with Fudan University successfully completing clinical trials for a fully implanted, wireless BCI product [3]. - Tsinghua University's team has also achieved significant results, helping quadriplegic patients regain motor functions through their BCI trials [3]. Group 3: Investment Strategies - The investment strategy for the medical device sector in 2026 should focus on overseas expansion and innovative products, which are expected to support profit margins amid declining prices in traditional business areas [3][4]. - The domestic market is shifting towards high-barrier innovation sectors, with policies increasingly supporting the commercialization of AI and BCI products [4]. Group 4: Industry Outlook - The medical device industry in China is in a rapid development phase, with a long-term positive outlook driven by innovation and import substitution [4]. - The medical device index ETF (159898) tracks a broad range of sectors, including medical equipment and consumables, with a significant portion of its holdings in leading companies like Mindray Medical and United Imaging [6].