金融工程定期：脑机接口板块的资金行为监测

• The Brain-Computer Interface (BCI) index has significantly increased by 84.11% since April 7, 2025, and by 18.28% since the beginning of 2026, attracting substantial market attention[3][14][15] - Public fund holdings in the BCI sector have been continuously declining since 2025, based on real-time estimates derived from public market information such as fund net value, holdings disclosure, and research activities[4][19][20] - ETF fund holdings in the BCI sector have shown a significant upward trend since December 2025, reflecting the growing popularity of index investment products in the A-share market[4][23][25] - The financing balance in the BCI sector has recently surged and then slightly declined, indicating a fluctuating investor sentiment towards the sector[4][24][26] - Companies like Beilu Pharmaceutical, Xiangyu Medical, and Guangdian Co., Ltd. have been the most frequently researched by institutions over the past three months[5][27][28] - Stocks such as Chuangxin Medical, Meihua Medical, and Xiangyu Medical have garnered the highest attention from influential users on the Xueqiu platform since December 20, 2025[5][29][31] - Major funds have flowed most into Chuangxin Medical, Meihua Medical, and Aipeng Medical since December 20, 2025, based on large and super-large order transactions[5][30][32] - Stocks like Saiwei Microelectronics, Hainan Haiyao, and Sainuo Medical have appeared on the Dragon and Tiger List since December 1, 2025, indicating active trading by major market players[5][33][34][35] - Companies such as Sainuo Medical, Chuangxin Medical, and Xiangyu Medical have seen the highest increases in shareholder numbers, suggesting potential future stock price risks[5][36][37]