开年大涨！刚刚，重回4000点！

Market Overview - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index returning to the 4000-point level, closing at 4004.00, up 0.89% [2][3] - The ChiNext Index rose over 1%, while the STAR 50 Index saw an increase of 3.22% [2][3] - The total trading volume reached 1.15 trillion CNY, with a predicted turnover of 2.60 trillion CNY, an increase of 536.2 billion CNY compared to previous estimates [3] Sector Performance - The brain-computer interface (BCI) concept stocks surged, with several stocks hitting the daily limit up, including Meihua Medical, Xiangyu Medical, and Aipeng Medical, all achieving a 20% increase [8][12] - Other active sectors included internet, semiconductors, and gaming, while the restaurant, tourism, aviation, and duty-free sectors experienced fluctuations and adjustments [3][4] - The healthcare sector also saw gains, with companies like Beiyikang and Weisi Medical achieving significant increases [8][12] Notable Stocks - Kuaishou saw a notable increase of over 10%, while Bilibili, Lenovo Group, and SMIC also experienced gains [5][6] - The stock prices of several BCI-related companies showed substantial growth, with some reaching daily limits [8][12] Policy Changes - The WeChat Mini Games platform announced an upgrade to its in-app purchase incentive policy, effective January 1, 2026, aimed at supporting quality game development [18] - New games launched on the platform will receive dual incentives during their initial and growth phases, with a maximum incentive cap raised to 4 million CNY per game [18] Commodity Market - On January 5, spot silver prices surged, breaking through 76 USD per ounce, with a daily increase of 3.66%, while gold prices returned above 4400 USD [20][22] - The geopolitical risks have heightened the appeal of precious metals as safe-haven assets, with analysts suggesting further upside potential for gold and silver [25]