“马斯克概念”持续发酵！脑机接口、商业航天接连大涨，航天ETF(159267)、港股通生物科技ETF(159102)涨幅居前

Group 1: Core Insights - A-share major indices showed divergence on January 8, 2026, with the Shanghai Composite Index rebounding, driven by the "Elon Musk concept" and a surge in brain-computer interface and commercial aerospace sectors [1] - The Aerospace ETF (159267) rose by 4.51%, with a trading volume of 1.07 billion yuan, indicating active market participation [1] - The brain-computer interface sector is experiencing significant growth, spurred by Neuralink's announcement of large-scale production of brain-computer interface devices starting in 2026, which lowers application barriers [1] Group 2: Commercial Aerospace Sector - The commercial aerospace sector is gaining strength due to a dual resonance from global and domestic factors, including SpaceX's acceleration in Starship production and the rapid development of satellite internet services [2] - China's "14th Five-Year Plan" supports commercial aerospace development, with major projects like China Star Network and Qianfan Constellation accelerating, leading to a busy launch schedule in 2026 [2] - The Aerospace ETF closely tracks the National Aerospace Industry Index, which consists of high-quality companies in aerospace equipment and military electronics, reflecting the industry's overall performance [2] Group 3: Biotechnology Sector - The Hong Kong Stock Connect Biotechnology ETF (159102) closely follows the Hang Seng Biotechnology Index, focusing on core areas of biotechnology, with a higher concentration of innovative drugs and CXO [3] - The adjusted index aims to more accurately reflect the performance of Hong Kong-listed biotechnology companies, enhancing industry representation [3]