今日， 被称作"杭州六小龙"之一的强脑科技被曝完成约20亿元融资，为脑机接口领域除马斯克旗下的Neuralink以外世界第二大规模融资。 以下文章来源于科创日报 ，作者张真 科创日报 . 科创圈都在关注的主流媒体，上海报业集团主管主办，《科创板日报》出品。 可孚医疗在互动平台表示，公司非常关注并看好脑机接口赛道，所以在早期以战略投资的方式进行布局。2025年底，公司投资力 之智能，持股比例12.45%。该公司致力于非侵入式脑机接口机器人等产品研发，未来有望与公司康复辅具类、呼吸支持类产品实现 战略协同。 开源证券1月6日研报表示，考虑到脑机接口目前处于商业化起步阶段，当前市场主要以主题投资风格为主，建议关注美股映射机遇和侵入式 脑机临床试验进度。从产业趋势上看，建议侵入式和非侵入式参考不同的标准，部分临床进展较快，神经调控等产品已经获批，非侵入式产 品商业化路径明确，规模化收入潜力可期。此外在软件、硬件（电极、芯片）及实验材料和设备（脑膜、DSA等）方面的脑机接口标的具有 稀缺性。 据悉，此次投资人阵容强大，包括著名投资机构IDG、由英特尔CEO陈立武创 立的华登国际，"果链"巨头蓝思科技、领益智造，战略投资 ...

2026.01. 06 ▲ 1.50% ▲1.40% ▲0.75% A股三大指数延续开年强势,市场呈现"普涨、放量、风格均衡"特征。受益于保险、证券等 大金融板块大涨,上证指数再刷新逾十年新高,录得13连阳,深证成指受益于科技与消费板 块联动,涨幅紧随其后,创业板指因成长股稳定贡献,保持温和上涨态势。 4101 家上涨 1 21 8家下跌 涨跌停比 44:2 市场呈现"科技领涨、多点开花"鲜明格局。脑 机接口概念爆发,掀起涨停潮,半导体、智能驾 驶、商业航天等同样表现活跃,券商、保险、有 色金属、化工涨幅靠前。美容护理、元件、家居 用品有所调整。 两市成交额 万亿元 ▲9.3% 两市成交额持续放量,创阶段性新高。是政策 利好、资金面宽松、板块轮动及市场情绪共振 的综合结果。科技、金融、周期、消费等板块均 能获得资金关注,显示市场风格从"单一赛道" 向"均衡配置"转变。 资金情绪 主力资金净流出 . 5 0亿元 55.22% 上 证 指 数 4083.67 a see a see a money and the see a many of the season and the many of 天你冲了还是撤了 ...

Group 1 - The core viewpoint of the article emphasizes the importance of timely and relevant research reports in identifying investment opportunities, particularly in emerging fields like brain-computer interfaces [1] - Neuralink, led by Elon Musk, is set to begin large-scale production of brain-computer interface devices in 2026, marking a significant milestone in the integration of life sciences and information technology [1] - The brain-computer interface sector is experiencing rapid technological advancements and policy support, with expectations for commercialization to expand into AI applications and robotics by 2026 [1] Group 2 - The article highlights five key focus areas for investment as the humanoid robot sector approaches critical production milestones, with supply chains becoming more consolidated [2] - The AI wave is driving significant increases in storage prices, with DRAM prices soaring by 171.8%, while domestic wafer manufacturers are accelerating "domestic substitution" in response to tightening overseas restrictions [2] - New policies in Guangdong are encouraging insurance capital to enter the market, providing a dual boost to insurance stocks through asset and liability management [2] - A major state-owned enterprise has invested 1 billion in Thunderbird Innovation, signaling an imminent explosion in the AI glasses sector [2]

1月6日，三大指数集体收涨，两市成交额高达2.81万亿。其中，上证指数高开高走，收涨1.50%，报 4083.67点，刷新2015年7月底以来新高。并实现日线13连阳，创史上最长连阳记录。 回顾A股历史，上证指数10连阳以上的行情十分罕见。仅在1992年2月25日至3月11日实现12连阳，以及 分别在1992年5月、2006年6月、2017年12月至2018年1月录得三次11连阳。 梳理发现，指数连阳行情往往伴随后续趋势性上涨。上证指数曾在2006年6月实现11连阳后，便开始持 续攀升，最终在2007年10月突破6000点大关，期间累计涨幅超260%。 从板块表现来看，6日市场热点板块全面开花。脑机接口概念涨幅居前，三博脑科、美好医疗、创新医 疗2连板；商业航天概念持续爆发，十余只成分股涨停，鲁信创投8天6板，北斗星通、中国卫通6天4 板。分析指出，科技牛是2025年贯穿全年的一个重要特征，2026年科技牛行情有望继续延续。 而本轮上证指数的强势表现早有端倪。2025年全年，上证指数累计上涨18.41%，深证成指上涨 29.87%，创业板指更是大涨近50%。 2026年第一个交易日，上证指数延续涨势收涨1.3 ...

（原标题：揭秘涨停丨脑机接口热门股封单超22亿元） 截至收盘，上证指数报收4083.67点，上涨1.50%；深证成指收于14022.55点，上涨1.40%。创业板指上 涨0.75%；科创50指数上涨1.84%。 不含未开板新股，今日（1月6日）可交易A股中，上涨个股超4100只，占比超75%，下跌个股有1222 只。其中，收盘封死涨停的有144只，30股封板未遂，整体封板率为82.76%。 据证券时报•数据宝统计，封死涨停个股中，以所属行业来看，涨停个股居前的行业有基础化工、机械 设备、国防军工，分别有18只、17只、15只。 封死涨停股中，*ST阳光、ST中迪等23只股为ST股。从连续涨停天数来看，胜通能源已连收13个涨停 板，连续涨停板数量最多。 以封单金额计算，岩山科技、锋龙股份、创新医疗等涨停板封单资金最多，分别有22.12亿元、13.87亿 元、13.52亿元，其中岩山科技、创新医疗均为脑机接口热门股。从封单力度（封单量占流通A股比例） 来看，农心科技、锋龙股份、创新医疗等力度较大，分别为27.43%、17.97%、12.47%。 声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。 校 ...

Market Performance - The A-share market opened the year with a strong performance, with the Shanghai Composite Index achieving a rare 13 consecutive days of gains, closing at a ten-year high of 4083.67 points, up 1.5% [2] - The Shenzhen Component Index and the ChiNext Index also saw increases of 1.4% and 0.75% respectively, indicating a broad market rally [2] - Over 140 stocks hit the daily limit up, and the total trading volume exceeded 2.8 trillion yuan [1][2] Sector Performance - The commercial aerospace sector showed significant strength, with multiple stocks hitting the daily limit up, including Luxin Venture Capital and Beidou Star Communication [2] - The brain-computer interface concept also saw a surge, with stocks like Sanbo Brain Science and Meihao Medical achieving consecutive gains [2] - The financial sector collectively rose, with companies like Hualin Securities and Dazhihui hitting the daily limit up [2] - The non-ferrous metals sector was active, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs [2] Economic Factors - Analysts attribute the strong performance of the A-share market to multiple positive factors, including improved market sentiment post-New Year and expectations of long-term capital inflows from insurance funds [3] - The macroeconomic growth policies and anticipated industry policy details related to new productivity have also contributed to the rising index [3] Company Highlights - Zijin Mining's stock rose over 6%, closing with a gain of 6.21%, leading to a market capitalization exceeding 1 trillion yuan, making it the first mining company in A-shares to reach this milestone [4] - Zijin Mining expects a net profit of approximately 51-52 billion yuan for 2025, a year-on-year increase of about 59%-62%, driven by increased production of key minerals [4] - The rise in international gold prices, influenced by geopolitical tensions, has also positively impacted Zijin Mining's performance [5] Consumer Market Impact - The increase in international gold prices has led to domestic jewelry brands like Chow Sang Sang raising their gold jewelry prices by 200 to 1500 yuan [6][8] - The price of gold jewelry is expected to continue rising, reflecting a structural change in consumer preferences towards smaller, high-design products and investment gold products [8] Market Outlook - Goldman Sachs has maintained an "overweight" rating on the A-share market, projecting a target increase of 15%-20% for the Shanghai Composite Index in 2026 [9] - Other institutions also express optimism for the A-share market, predicting a transition from valuation recovery in 2025 to profit-driven growth in 2026 [9]

截至收盘，上证指数报收4083.67点，上涨1.50%；深证成指收于14022.55点，上涨1.40%。创业板指上 涨0.75%；科创50指数上涨1.84%。 不含未开板新股，今日（1月6日）可交易A股中，上涨个股超4100只，占比超75%，下跌个股有1222 只。其中，收盘封死涨停的有144只，30股封板未遂，整体封板率为82.76%。 | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | --- | --- | --- | --- | --- | | | | (亿元) | 情況 | | | 002195 岩山科技 | | 22.12 | 2连板 | 脑机接口+具身智能+AI应用 | | 002931 | 锋龙股份 | 13.87 | 8连板 | 优必选拟入主+机器人+复牌 | | 002173 | 创新医疗 | 13.52 | 2连板 | 脑机接口+民营医院+高压氧舱 | | 600775 | 南京龍猫 | 7.98 | 2连板 | 脑机接口+卫星通信+智能制造+央企 | | 301293 | 一博脑科 | 7.25 | 2连板 | 脑机接口+神经专科+基金布局 | | 301363 | ...

2026年首个交易日，A股市场迎来"开门红"，上证指数重新站上4000点。1月6日，上证指数又走出13连 阳的新纪录，报收4083.67点，再创十年新高；两市及北交所共4101只股票上涨。 从板块来看，脑机接口概念延续强势，十余只成分股涨停，三博脑科、美好医疗、创新医疗2连板。被 视为"牛市旗手"或"市场风向标"的券商股强劲上行，华林证券冲上涨停，华安证券、东北证券等多股大 涨。有色金属板块表现活跃，洛阳钼业、紫金矿业等多股创历史新高。商业航天概念反复活跃。 这种从"模式创新"向"底层技术创新"的偏好反转，体现了投资者对中国经济高质量发展的坚定信心。科 技不再是市场的点缀，而是成为了定盘星，重构了资本市场的估值体系与成长逻辑。 与此同时，作为"牛市旗手"的券商股与作为"价值压舱石"的有色金属板块交相辉映，构成了市场上涨的 双翼。券商股的爆发，折射出市场信心的全面修复以及对资本市场制度改革红利的预期；而洛阳钼业、 紫金矿业等资源巨头创下历史新高，则反映了在全球通胀预期与工业硬需求下，中国核心资产在全球配 置中的独特性与稀缺性。 这种"科技领航、金融助攻、资源筑底"的良性互动，标志着市场进入了一个更加成熟、更加均 ...

Core Viewpoint - The A-share market saw a collective rise in its three major indices, with the Shanghai Composite Index reaching a ten-year high, driven by strong performance in the brain-computer interface sector [1] Group 1: Market Performance - On January 6, the A-share market indices collectively rose, with the Shanghai Composite Index opening high and continuing to climb [1] - The brain-computer interface concept stocks maintained strong momentum, with companies like Beikang and Sanbo Brain Science hitting their daily price limits [1] Group 2: Company Developments - Elon Musk announced via social media that his company Neuralink plans to start large-scale production of brain-computer interface devices by December 31, 2026, and will advance nearly fully automated surgical procedures [1] - Merge Labs, a startup co-founded by OpenAI CEO Sam Altman, announced its spin-off to focus on non-invasive brain signal reading technology using ultrasound, aiming for broader and more precise interpretation without electrode implantation [1] Group 3: Industry Insights - According to a report by Guokai Securities, brain-computer interfaces are at the forefront of artificial intelligence technology and are expected to accelerate applications in medical, mental health, rehabilitation, and health management sectors with policy support [1] - Since 2025, both domestic and international AI technologies, products, and commercial applications have rapidly developed, with the pharmaceutical industry being a key application area, indicating significant potential for AI in drug development, auxiliary diagnosis, and services [1]

今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002195 | 岩山科 技 | 10.00 | 1.28 | 49272.01 | 80.37 | | 300430 | 诚益通 | 19.99 | 34.79 | 18886.96 | 7.85 | | 301293 | 三博脑 科 | 20.01 | 2.21 | 14128.55 | 46.71 | | 002173 | 创新医 疗 | 10.02 | 1.26 | 11284.03 | 82.52 | | 000516 | 国际医 学 | 9.96 | 2.16 | 9211.37 | 37.34 | | 603716 | 塞力医 疗 | 10.00 | 3.53 | 7079.50 | 38.34 | | 300753 | 爱朋医 | 20.00 | 17.90 | 7057.72 | 11.41 | | --- | --- | --- ...