Core Viewpoint - The brain-computer interface (BCI) concept is significantly driving market interest, with notable stock price increases in related companies and a substantial inflow of funds into the medical device index ETF. Group 1: Market Performance - Companies such as Kefu Medical and Shuoshi Bio saw stock price increases of over 16% and 12% respectively, while several others rose by more than 6% [1] - The medical device index ETF (159898), which has a 24% exposure to the BCI concept, experienced a net inflow of over 100 million yuan during trading [1] Group 2: Industry Growth - The global BCI market size grew from $1.2 billion in 2019 to nearly $2 billion in 2023, with a compound annual growth rate (CAGR) exceeding 13% [3] - Forecasts suggest that the global BCI industry could reach $7.63 billion by 2029, with a projected CAGR of over 25% from 2024 to 2029 [3] Group 3: Investment Opportunities - The BCI sector is positioned as a key future industry, driven by technological breakthroughs, policy support, and collaboration within the robotics ecosystem [6] - The medical device index ETF tracks the CSI All-Share Medical Device Index, with significant holdings in leading companies like Mindray Medical, which has a 14.67% weight in the index [2][6]
脑机接口概念引爆!含“脑”量24%的医疗器械指数ETF(159898)盘中获超1亿元净流入!
Sou Hu Cai Jing·2026-01-08 06:01