| 上证指数突破前期高点（4034.08点），刷新十年来新高。 | | --- | 盘面上，贵金属、非银金融、半导体等板块陆续发力，脑机接口、炒股软件、小金属等概念股火热；光模块、光通信等概念股回调。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 炒股软件 5.12% | 脑机接口 4.58% | 钻矿 4.28% | 半导体设备 3.62% | | 镇矿 3.41% | 小受属 2.94% | 中芯国际产业链 2.93% | 稀有金属 2.88% | | 半导体材料 2.87% | 钢电池 2.79% | 玻璃纤维 -0.50% | 银行 -0.54% | | 高速铜连接 -0.55% | CRO -0.64% | 覆铜板 -0.76% | 光电路交换机(OCS -0.81% | | 央企银行 | 射频及天线 | 光通信 | 光模块(CPO) | | -0.86% | -1.35% | -1.62% | -1.87% | 来看详情—— 脑机接口概念股持续活跃 1月6日，A股三大指数开盘分化：沪指微涨0.06%，深成指涨0.01%，创业板指跌0.45%。随后 ...

Market Overview - The Shanghai Composite Index (沪指) continued to rise, reaching 4057 points, surpassing the previous high from November 14, 2025, and marking the highest level since July 2015 [1] - The index achieved a record of 12 consecutive daily gains, the longest since 1993, with the previous record being 11 consecutive gains [6] Brain-Computer Interface Sector - Companies in the brain-computer interface sector, such as Xiangyu Medical (翔宇医疗) and Aipeng Medical (爱朋医疗), experienced significant stock price increases, with both reaching the daily limit of a 20% rise [1] - Other medical companies like Meihua Medical (美好医疗) and Chuangxin Medical (创新医疗) also saw substantial gains, with increases of approximately 20% and 10% respectively [2] Solid-State Battery Sector - The solid-state battery concept saw a surge in early trading, with companies like Puli Te (普利特) and Jinlongyu (金龙羽) hitting their daily price limits, while others like Aotwei (奥特维) and Daoshi Technology (道氏技术) rose over 10% [2] - Donut Lab, a Finnish electric mobility technology company, announced the launch of the world's first commercially viable solid-state battery at the CES 2026, emphasizing its readiness for production [5] - According to Zhongjin Company, solid-state batteries are expected to achieve technical stabilization and small-scale production by 2027, with commercial production anticipated by 2030, and demand projected to exceed 150 GWh [5] Investment Outlook - Analysts from Dongzheng Futures and Debang Securities suggest that the current market sentiment is positive, with technology stocks expected to remain a key focus in the near term [6] - The market is anticipated to continue its upward trend, supported by the performance of heavyweight sectors such as insurance, which could enhance the sustainability of the rally [6]

本报记者 刘钊 1月6日开盘，A股脑机接口概念板块延续强势，多只个股快速封板。截至记者发稿，其中伟思医疗（688580.SH）、三 博脑科（301293）（301293.SZ)、翔宇医疗（688626.SH）、爱朋医疗（300753）（300753.SZ)、美好医疗（301363） （301363.SZ）等多只个股20cm涨停，麦澜德（688273.SH）、诚益通（300430）（300430.SZ）、熵基科技 （301330）（301330.SZ）、博拓生物（688767.SH）等多只个股涨幅居前。 | 물을 | 代码 | 名称 | | 最新 | 涨幅% ↓ | 涨跌 | 成交量 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 688580 | 伟思医疗 | 1 | 69.70 | 20.01 | 11.62 | 8.70万 | | 2 | 301293 | 三博脑科 | 1 | 84.94 | 20.01 | 14.16 | 2.63万 | | 3 | 688626 | 翔宇医疗 | 1 | 87.12 | 20.00 | 14.52 | ...

◼ 建议关注国内在脑机接口领域布局的企业，如翔宇医疗、美好医疗、创新 医疗、三博脑科、爱朋医疗等标的。 评级面临的主要风险 ◼ 脑机接口行业仍然处于发展初期，行业发展仍具备较大的不确定性；相关 公司的产品多处于临床阶段，产品具备临床失败的风险。 医药生物 | 证券研究报告 — 行业点评 2026 年 1 月 6 日 强于大市 脑机接口市场热度较高，密 切关注后续产业进展 事件：近期，美国企业家马斯克在社交媒体上表示，其旗下的脑机接口公司 Neuralink 计划于 2026 年开始对脑机接口设备进行"大规模生产"，并转向 "更加精简和几乎完全自动化的外科手术流程"。在此背景下，国内脑机接 口相关公司获得较高的市场关注度。 支撑评级的要点 投资建议 相关研究报告 《医药行业 2026 年策略报告》20251205 《从"十五五"规划看医药行业未来发展机会》 20251029 《医保局明确集采反内卷，关注医药板块重估 机会》20250729 中银国际证券股份有限公司 具备证券投资咨询业务资格 医药生物 证券分析师：刘恩阳 enyang.liu@bocichina.com 证券投资咨询业务证书编号：S1300523 ...

早盘脑机接口概念继续活跃，美好医疗、翔宇医疗封板。医疗器械ETF（562600）昨日大涨 6.95%，成交额显著放量。截至2025年12月30日，医疗器械ETF脑机接口含量达20.91%，指数维度全市 场含量最高。 消息面上，行业迎来多重催化。特斯拉CEO埃隆·马斯克近日在社交媒体透露，其旗下脑机接口公 司Neuralink计划于2026年启动脑机接口设备的"大规模生产"。这一表态被市场视为该技术迈向商业化的 重要信号。 与此同时，由OpenAl首席执行官Sam Altman联合创立的脑机接口初创公司Merge Labs宣布将分拆为 独立实体，专注于开发基于超声波的非侵入式脑信号读取技术。该方案无需植入电极，即可实现对大脑 活动的大范围、高精度解读，有望大幅降低技术门槛与临床风险。 政策端也持续加码支持。国家药监局近期在北京召开脑机接口医疗器械工作推进会，明确表示将加 快相关产品的审评审批流程，推动创新器械更快上市应用。 国金证券 指出，在医疗器械创新政策密集落地背景下，脑机接口作为前沿交叉领域，正迎来从科 研验证向临床及消费场景拓展的关键窗口期。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表 ...

Group 1 - The core viewpoint of the articles highlights the significant market optimism surrounding the brain-computer interface (BCI) industry, driven by technological advancements and policy support, particularly following Neuralink's announcement of large-scale production by 2026 [1][2] - The Shanghai Composite Index rose by 0.6%, the Shenzhen Component Index by 0.71%, and the ChiNext Index by 0.48%, indicating a positive market sentiment [1] - The Shanghai Stock Exchange Science and Technology Innovation Board Biomedicine Index (000683) increased by 1.1%, with notable gains from companies such as Xiangyu Medical, Huada Zhizao, and Yuekang Pharmaceutical [1] Group 2 - The BCI industry is experiencing a high growth phase, supported by multiple factors including technological breakthroughs and the expectation of human-machine ecosystem collaboration [2] - The Science and Technology Innovation Biomedicine ETF (588250) rose by 1.13%, with a trading volume of 2.0948 million yuan, reflecting investor interest in BCI-related stocks [2] - The ETF tracks the performance of 50 major companies in the biomedicine sector listed on the Science and Technology Innovation Board, indicating a focus on the overall performance of the biomedicine industry [2]

1月6日，A股三大股指早盘继续走高，沪指刷新2015年7月底以来的新高，创业板一度站上3300点，脑机接口、半导 体设备等板块继续活跃。港股同样上涨，恒指、恒科指双双涨超1%，科网股悉数拉升，京东健康涨超7%。债市方 面，国债期货全线下跌。商品方面，国内商品期货涨跌不一，金属期货继续走高，其中铂金、钯金、沪银、沪铜悉 数拉升，焦煤、焦炭下跌。核心市场走势： | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 4058.69 | 35.27 | 0.88% | | 399001 | 深证成指 | | 13903.77 | 75.14 | 0.54% | | 399006 | 创业板指 | 14.1 | 3284.35 | -10.21 | -0.31% | | 000300 | 沪深300 | | 4759.76 | 42.01 | 0.89% | | 000016 | FiFFSO | | 3146.57 | 46.82 | 1.51% | | 000680 | 科创综 | | ...

Market Overview - The Shanghai Composite Index has reached a new ten-year high, surpassing the previous peak of 4034.08 points, closing at 4054.30 with a gain of 0.77% [4][5] - A total of over 4000 stocks rose in the market, indicating a broad-based rally [2] Sector Performance - Non-bank financial stocks, often seen as the "flag bearers" of the bull market, have shown significant gains, with stocks like Huayin Securities and Huatai Securities hitting their daily limits [12][13] - The semiconductor sector and precious metals have also performed well, while some concepts like optical modules and optical communication have seen pullbacks [5][6] Brain-Computer Interface Sector - The brain-computer interface concept stocks have remained active, with companies like Aipeng Medical and Xiangyu Medical hitting their daily limits with gains of 20% [9][10] - Neuralink's announcement of large-scale production of brain-computer interface devices by 2026 has been highlighted as a significant milestone for the AI industry, indicating a shift towards human-machine symbiosis [11] Stock Highlights - Notable stock performances include: - Aipeng Medical (300753) at 39.96, up 20.00% - Xiangyu Medical (688626) at 87.12, up 20.00% - Meihua Medical (301363) at 34.63, up 19.99% [10] - In the software trading sector, stocks like Zhinanzhen and Tonghuashun have surged over 8% [15][16] Summary of Key Stocks - Huayin Securities (002945) rose to 17.84, up 9.99% - Huatai Securities (601688) increased to 25.33, up 4.02% - Zhinanzhen (300803) reached 147.06, up 8.35% [14][16]

1月6日盘中科创板股伟思医疗涨停，截至09:54，股价报69.70元，成交5.86亿元，换手率9.06%，振幅 10.00%。 科创板个股中，截至发稿上涨的有405只，下跌的有190只，涨停的有伟思医疗、翔宇医疗等，跌幅居前 的有新光光电、华曙高科、兴图新科等，分别下跌8.64%、8.30%、5.50%。 资金面上，伟思医疗上一交易日主力资金净流入7765.42万元，近5日净流入8384.72万元。 融资融券数据显示，该股最新（1月5日）两融余额为2.02亿元，其中，融资余额为2.02亿元，较上一个 交易日增加2034.02万元，增幅为11.21%；融券余额为15.10万元，较上一个交易日增加5.42万元，增幅 为56.00%。近10日两融余额合计增加2458.46万元，增幅为13.87%，其间融资余额增长13.89%，融券余 额下降7.01%。 从机构评级来看，近一个月该股获1家机构买入评级。12月25日西部证券发布的研报给予公司增持评 级。 （文章来源：证券时报网） ...

1月6日盘中科创板股翔宇医疗涨停，截至09:34，股价报87.12元，成交4.86亿元，换手率3.55%，振幅 6.97%。 融资融券数据显示，该股最新（1月5日）两融余额为2.06亿元，其中，融资余额为2.05亿元，较上一个 交易日增加1088.40万元，增幅为5.60%；融券余额为45.74万元，较上一个交易日增加7.62万元，增幅为 20.00%。近10日两融余额合计增加3433.94万元，增幅为20.05%，其间融资余额增长20.01%，融券余额 增长42.10%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的有389只，下跌的有198只，涨幅居前的有翔宇医疗、高测股份、伟思医 疗等，分别上涨20.00%、16.73%、16.60%，跌幅居前的有新光光电、兴图新科、源杰科技等，分别下 跌8.91%、5.47%、5.30%。 资金面上，翔宇医疗上一交易日主力资金净流入7339.93万元，近5日净流入1.29亿元。 ...