据新华社旧金山电，埃隆·马斯克2025年12月31日通过社交平台发布重磅消息，旗下脑机接口公司 Neuralink计划于2026年启动脑机接口设备大规模量产，并同步推出全自动化外科手术流程。这一规划标 志着脑机接口技术从临床验证阶段向产业化落地迈出关键一步，也成为A股人脑工程板块的强力催化， 截至1月5日上午收盘，该板块指数大涨12.56%至6245.59点，超十只概念股收获"20CM"涨停。 据Neuralink官网及马斯克公开发言内容，截至2025年9月份，该公司已完成12例脑机接口设备人体植入 手术，临床试验参与者累计使用设备时长超1.5万小时，患者可通过意念实现光标操控、文字输入甚至 机械臂辅助进食等操作，设备实际运行稳定性达标率超98%。同时，第二代手术机器人实现技术升级， 将单根电极植入时间从17秒压缩至1.5秒，整体手术时长从6小时缩短至20分钟内；成本端也实现大幅下 降，单台设备植入成本从早期百万美元级降至10万美元以内，全自动化手术落地后有望进一步下探至5 万美元区间。 《证券日报》记者注意到，A股相关上市公司早已在脑机接口赛道展开布局，从设备研发到临床应用多 维度切入，试图抢占行业发展先机 ...

脑机接口技术快速迭代升级，多家企业积极布局。当前，脑机接口技术正经历前所未有的高速迭代升 级。在信号采集端，非侵入式设备在信号质量与便携性上不断突破；在侵入式领域，柔性电极等核心器 件的研发将持续提升系统安全性、舒适度与长期稳定性。系统层面，肌电信号与脑电信号等多模态融 合，正成为提升整体稳定性与可靠性的关键趋势。与此同时，材料科学、微纳加工与芯片设计的多学科 协同创新，正持续推动核心器件性能提升与规模化生产成本下降。这些贯穿技术链条的突破性进展，共 同驱动脑机接口系统加速从实验室研究迈向实际应用，并为其从医疗级专业市场向广阔的消费级领域扩 展，并最终实现规模化商业应用提供强大技术支撑。 截至01月05日12:49，科创生物医药ETF（588250.SH）上涨4.93%，其关联指数科创生物（000683.SH） 上涨5.01%；主要成分股中，百济神州-U上涨11.46%，联影医疗上涨4.36%，益方生物-U上涨9.21%，泽 璟制药-U上涨6.74%，博瑞医药（维权）上涨7.58%。 今日早盘市场情绪积极，上证指数盘中重回4000点，科创板相关指数表现强势。盘面上，脑机接口概念 集体爆发，相关板块多只个股涨停 ...

①马斯克称，其脑机接口公司将于2026年启动大规模脑机输出，行业正从早期向初步商业化阶段过渡，这 两家企业已提前实现千万元左右脑机接口业务营收；②行业有望进入高速发展期，这家国内企业可为脑机 接口客户提供植入体等关键部件制造，拥有医疗行业精密制造优势；③马斯克旗下Neuralink在侵入式脑 机领域探索迅速，国内少有企业完成相关突破，这家企业参股的国内脑机龙头企业是该领域技术代表之 一。 《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品，结合财联社的媒体资源和行业圈层 优势，为投资者提供全面、深入的市场及行业洞察，以及专业分析和解读。 栏目专注于捕捉投资市场 的最新题材机会，通过一线记者的即时报道、资深编辑的专业整理，以及行业资深专家的深度访谈，为 投资者提供前瞻性、独家性、热门性及专业性的市场分析。 前言 ...

都回来了！ 1月5日早盘，沪指涨幅扩大至1%，沪指再度突破4000点。截至午间收盘，深证成指涨近2%，创业板指涨超 2%，脑机接口、存储芯片等方向领涨，沪深京三市上涨个股超4000只。其中，涨停及涨幅超过10%的股票一 度超过130只，强势霸屏！ 那么，究竟有何利好？分析人士认为，一是全球流动性宽松格局再度显现，这一点可以从最近虚拟货币的行情 得出一些结论；二是行业板块亦有显著利好，比如涨停板最多的脑机接口利好频频发酵。 流动性似乎回来了 1月份，资金又开始干活了。过去几天时间，比特币从8.7万美元涨至今天的9.3万美元，以太坊亦接近3200美 元，虚拟货币市场全线上涨。这便是全球流动性好转的显著特征。 国内方面，1月5日，Shibor短端品种多数下行。隔夜品种上行0.6BP报1.264%；7天期下行0.5BP报1.423%；14 天期下行6.1BP报1.457%；1个月期下行0.5BP报1.574%。与此同时，国债市场欲振乏力，流动性走强的同时， 风险偏好也回来了。 所以，有了股市集体走强的一幕。早盘，亚太市场全线发力，MSCI新兴市场指数涨1.1%，超过此前的历史收 盘纪录。日本和韩国的股市集体大涨。A股 ...

Market Overview - On January 5, 2026, A-shares saw a collective rise, with the Shanghai Composite Index surpassing 4000 points, closing at 4011.45, up 1.07% [1][2] - The trading volume reached 3.82 billion shares, with a total market capitalization of 65.50 trillion [2] Sector Performance - The semiconductor, insurance, and medical device sectors experienced significant gains, while the oil and gas, and tourism sectors faced declines [3] - Brain-computer interface (BCI) concept stocks surged, leading to a "limit-up" phenomenon in several stocks [5] Key Stocks in BCI Sector - Notable BCI stocks included Xiangyu Medical, Guanhao Biological, Meihao Medical, Aipeng Medical, and Lepu Medical, all achieving a 20% limit-up [5][7] - Other stocks like Sanqi Interactive Entertainment and Innovation Medical recorded a 10% limit-up [5] Semiconductor Sector Highlights - The semiconductor sector also showed strength, with stocks like Dongwei Semiconductor and *ST Tianlong hitting the 20% limit-up [11][12] - TSMC announced it received U.S. government approval to import chip manufacturing equipment to its Nanjing facility, which is expected to boost the sector [15] Insurance Sector Insights - The insurance sector saw a rise, with Xinhua Insurance up 7.53%, China Pacific Insurance up 6.16%, and China Life Insurance up over 5% [17] - The insurance industry reported a total premium income of 57,629 billion for the first 11 months of 2025, a year-on-year increase of 7.6% [17]

今日，是2026年第一个交易日，A股开门红，上证指数高开高走突破4000点大关，科创50大涨逾4%， 盘中也一度站上1400点，深证成指、创业板指、北证50等均高开高走。超4100只个股上涨，成交呈快速 放大趋势。 盘面上，人脑工程、医药生物、芯片、航天装备等板块涨幅居前，油气开采、海南自贸、酒店餐饮、航 空机场等板块跌幅居前。 人脑工程概念飙升 人脑工程概念股早间大幅高开高走，板块指数放量飙升逾11%，创历史新高，开盘不到1小时成交就超 过前一交易日全天成交。板块内个股掀涨停潮，倍益康开盘秒速30%涨停，博拓生物、三博脑科、翔宇 医疗批量20%涨停，创新医疗、国际医学等近40股涨停或涨超10%。 | ▼指 | 名称 代码 | | 涨幅%, | 现价 | 涨跌 | 洪价 | 河价 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 920199 倍益康 | R | 29.98 | 44.96 | 10.37 | 44.96 | | | 2 | 688767 博拓生物 | K | 20.01 | 45.34 | 7.56 | 45.34 | | | ...

1月5日，时隔34个交易日，上证指数盘中重回4000点。 商业航天概念大面积高开 1月5日早盘商业航天概念大面积高开，金风科技、雷科防务、联创光电等多股涨停，久之洋、北斗星通、中国卫星、顺灏股份等高开超5%。 板块题材上，脑机接口、保险、半导体、商业航天、创新药、游戏、有色金属板块涨幅居前；海南自贸区、旅游及酒店、银行、跨境支付、猪肉板块跌幅 居前。 脑机接口板块掀涨停潮 脑机接口板块早盘掀起涨停潮，倍益康30cm涨停，三博脑科（301293）、美好医疗（301363）、翔宇医疗等超20股涨停。 消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行"大规模生产"，并同步推进一种流程高度精简、 几乎完全自动化的手术方案。 马斯克表示，接下来设备中的电极丝将直接穿过硬脑膜，而无需将其切除——这是一项非常重大的突破。 | 大盘 | 板块 | 个股 | 看盘广场 | | --- | --- | --- | --- | | 图午间休盘 | | | -21.47亿 大盘资金净流入 | | 13:00 继续开盘 | | | | | 上证指数 | 深证成指 | | 创业板 ...

Market Overview - The Shanghai Composite Index returned to 4000 points for the first time in 34 trading days, closing at 4011.45 points, up 1.07% [2] - The Shenzhen Component Index rose 1.87% to 13777.32 points, while the ChiNext Index increased by 2.15% to 3272.07 points [2] Key Sectors - The brain-computer interface sector saw significant gains, with over 20 stocks hitting the daily limit, including companies like Lepu Medical and 37 Interactive Entertainment [4] - The semiconductor industry continued to strengthen, with multiple stocks, including Dongwei Semiconductor, also reaching the daily limit [2] - The innovative drug sector was active, with BeiGene rising over 10% [2] Notable Performances - The insurance sector performed well, with New China Life Insurance increasing over 7% and China Pacific Insurance rising over 6%, both reaching historical highs [5] - The insurance industry reported a total premium income of 57,629 billion yuan for the first 11 months of 2025, a year-on-year increase of 7.6% [5] Economic Indicators - Beijing's artificial intelligence core industry is projected to reach a scale of 450 billion yuan by 2025, with over 2,500 companies expected to be concentrated in the area [6] - The China Logistics and Purchasing Federation reported a rise in the commodity price index to 117.9 points in December 2025, marking a 3.2% month-on-month increase and the highest level since June 2024 [7] Institutional Insights - Huaxi Securities anticipates a bullish market in 2026, driven by favorable macro policies and increased liquidity, with a focus on sectors like semiconductors and AI [9] - CITIC Construction Investment expects a strong start to the A-share market in 2026, with a favorable liquidity environment and multiple positive factors driving growth [9]

Core Viewpoint - The A-share market shows a strong upward trend, with major indices such as the Shanghai Composite Index surpassing 4000 points, driven by sectors like insurance, brain-computer interface, and semiconductors [3][10]. Market Performance - As of midday, the Shanghai Composite Index rose by 1.07% to 4011.45, the Shenzhen Component Index increased by 1.87% to 13777.32, and the ChiNext Index climbed 2.15% to 3272.07 [4]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.64 trillion yuan, an increase of 323.8 billion yuan compared to the previous trading day, with over 4000 stocks rising, including 98 hitting the daily limit [5]. Sector Highlights - The brain-computer interface sector saw significant gains, with stocks like Aipeng Medical and Meihua Medical hitting the daily limit, following news that Elon Musk's Neuralink plans to start mass production of brain-computer interface devices in 2026 [8][9]. - The insurance sector also performed well, with companies like Xinhua Insurance and China Pacific Insurance seeing increases of nearly 7% and 4% respectively, supported by a reported 7.6% year-on-year growth in insurance premium income for the first 11 months of 2025 [12]. Notable Stocks - Stocks such as Beiyikang and Sanbo Brain Science surged by 29.98% and 20.01% respectively, reflecting strong investor interest in the brain-computer interface and medical sectors [9]. - The semiconductor industry also showed robust performance, with companies like Zhongwei Company and Xidian Technology rising over 10% following positive developments in the sector [13]. Trading Dynamics - The market's upward momentum is characterized by a broad-based rally, with significant participation from various sectors, including commercial aerospace and gaming, which also saw rebounds [16][21]. - The trading environment is marked by increased investor confidence, as evidenced by the substantial trading volume and the number of stocks hitting their daily limits [5][15].

Market Performance - The A-share market experienced a significant increase, with the Shanghai Composite Index recovering above 4000 points, closing at 4011.45, up 1.07% [1] - The Shenzhen Component Index rose by 1.87% to 13777.32, while the ChiNext Index increased by 2.15% to 3272.07 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 16357.79 billion, with over 4000 stocks rising [1] Sector Highlights - The insurance sector led the market, with stocks like New China Life Insurance rising over 8%, reaching a historical high [3] - The insurance industry reported a total premium income of 57629 billion for the first 11 months of 2025, a year-on-year increase of 7.6% [3] - The semiconductor sector saw a collective surge, with stocks like Jiangbolong rising over 14% due to a worsening DRAM supply shortage, with contract prices expected to rise by up to 50% in Q1 2026 [3] - The innovative drug sector was active, with stocks like Guanhao Bio hitting the daily limit, supported by the approval of 76 innovative drugs in 2025, a historical high [3] Analyst Insights - CITIC Securities highlighted that balancing external and internal demand will be a major expectation for 2026, suggesting a trend towards taxing external demand and subsidizing internal demand [4] - Huatai Securities noted that overseas Chinese stocks' performance positively impacts investor sentiment, although geopolitical issues may create short-term volatility [4] - CITIC Jiantou indicated that post-holiday, investor risk aversion is easing, leading to a more active search for opportunities, with a high probability of continued upward trends in A-shares [4]