炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今日（1月5日），亚太主要股指全线大涨，日经225指数收盘上涨2.97%报51832.8点，韩国综合指数上 涨3.43%报4457.52点，续创历史新高。 A股市场迎来"开门红"，主要股指放量大涨，沪指12连阳，涨超1%重返4000点上方；科创50指数大涨超 4%。 具体来看，两市股指高开高走，创业板指涨近3%，科创50指数大涨超4%。截至收盘，沪指涨1.38%报 4023.42点，深证成指涨2.24%，创业板指涨2.85%，科创50指数涨4.4%，沪深北三市合计成交25674亿 元。 全A近4200股飘红，保险板块强势，新华保险大涨近9%，中国太保涨超7%，双双创出新高；人脑工程 概念爆发，倍益康、三博脑科、翔宇医疗、伟思医疗等逾10股涨停；创新药概念强势，乐普医疗、冠昊 生物等涨停，百济神州涨超10%；存储芯片概念活跃，恒烁股份、普冉股份等涨停；AI应用概念崛起， 当虹科技、蓝色光标等涨停。此外，锋龙股份连续7日涨停，雷科防务、南兴股份分别收获4连板和3连 板。 值得注意的是，今日A股市场近20股成交额超过100亿元，其中中国卫星、 ...

智通财经1月5日讯，市场高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方，录得十二 连阳。沪深两市成交额高达2.55万亿，较上一个交易日放量5011亿。盘面上，市场热点轮番活跃，全市 场超4100只个股上涨，其中127只个股涨停。从板块来看，脑机接口概念全天领涨，三十余只成分股涨 停，三博脑科、美好医疗、创新医疗涨停。保险板块爆发，新华保险、中国太保大涨续创历史新高。商 业航天概念反复活跃，雷科防务4连板，中国卫通5天3板。半导体产业链走强，亚翔集成、圣晖集成等 多股涨停。AI应用概念表现活跃，蓝色光标2连板。下跌方面，海南自贸概念集体大跌，海南发展跌 停。截至收盘，沪指涨1.38%，深成指涨2.24%，创业板指涨2.85%。 板块方面 脑机接口概念股全线爆发，倍益康、博拓生物、三博脑科、翔宇医疗、伟思医疗、谱尼测试、创新医 疗、塞力医疗、东方中科等20余股涨停。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"。 分析人士认为，马斯克的表态意味着脑机接口技术将在2026年迈向商业化，同时随着技术升级迭代，脑 机接口的应 ...

Group 1 - The Hang Seng Index closed at 26,347.24 points, up 0.03%, while the Hang Seng Tech Index rose 0.09% to 5,741.63 points. The National Enterprises Index fell 0.22% to 9,148.47 points, and the Red Chip Index increased by 0.07% to 4,086.74 points [1] - Brain-computer interface concept stocks led the market, with Nanjing Panda Electronics rising nearly 40% and Brain动极光 up over 15%. Meanwhile, domestic property stocks also saw gains, with融信中国 up over 6% and世茂集团 up over 5% [1] - New energy vehicle stocks continued to decline, with Great Wall Motors down over 6%, NIO down nearly 6%, and XPeng Motors down over 4% [1] Group 2 - GF Securities indicated that the recent rise in Hong Kong stocks is supported by fundamentals, with signs of structural recovery in profitability starting from the second half of 2024, driven by stable internal and external demand and macro policy support [1] - The report highlighted that most core companies in strategic technology sectors between China and the U.S. are listed in Hong Kong, with growth in high-end manufacturing and technology transitioning from "single-point breakthroughs" to "multi-point explosions" [1] - The weighting of new economy-related stocks in the Hang Seng Index has increased from 17% to nearly 50%, indicating a shift from traditional economic cycles to hard technology sectors such as AI applications, new energy, and semiconductors [1] Group 3 - Huajin Securities noted a correlation coefficient of approximately 0.5 between the performance of the Hang Seng Index during the New Year holiday and the performance of the Shanghai Composite Index in the following 10 trading days, suggesting that a strong performance in Hong Kong could positively influence A-shares [2] - The Hang Seng Index, Hang Seng Tech Index, and Hang Seng China Enterprises Index rose by 2.8%, 4%, and 2.9% respectively on January 2, indicating a potentially strong short-term outlook for A-shares following the holiday [2]

Market Performance - The A-share market opened strong in 2026, with the Shanghai Composite Index rising by 1.38% to return to the 4000-point level, while the ChiNext Index surged by 2.85% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 25,672 billion yuan, an increase of 5,015 billion yuan compared to the previous day [1] - Nearly 4,200 stocks experienced gains in the market [1] Sector Highlights - Sectors such as brain-computer interfaces, AI applications, commercial aerospace, memory chips, and innovative pharmaceuticals saw a wave of stocks hitting the daily limit up [1] - Insurance stocks performed notably well [1] - The semiconductor industry chain saw a significant surge, with the Huatai-PB Fund's China-Korea Semiconductor ETF soaring by 8.46% [1] - The Hong Kong stock market's innovative pharmaceutical sector rebounded strongly, with ETFs like the Fortune and Huatai-PB's Hong Kong Stock Connect Innovative Pharmaceutical ETF and the Huaxia Fund's Medical Device ETF rising by 7.13%, 6.97%, and 6.95% respectively [1] Underperforming Sectors - The tourism sector declined, with two tourism ETFs dropping by 1% [1] - The oil and gas sector also faced a downturn, with the Energy Chemical ETF and the Oil and Gas ETF falling by 1% and 0.63% respectively [1]

中国基金报记者泰勒 兄弟姐妹们啊，今天开门红，A股给大家发新年红包了，相信你们都没亏钱吧！ 一起回顾下市场发生了什么事情。 1月5日，A股三大指数高开高走，沪指重返4000点上方，创业板指涨近3%。截至收盘，沪指涨1.38%，深成指涨2.24%，创业板指涨2.85%。 市场共4185只个股上涨，127只个股涨停，1168只个股下跌。 【导读】A股大涨 | 880005 张跌家数 | | | | --- | --- | --- | | E | 涨停 | 127 | | 涨幅 | > 7% | 283 | | 掲載 | 5-7% | 234 | | 张旭 | 3-5% | 648 | | 涨幅 | 0-3% | 3020 | | 跌幅 | 0-3% | 1006 | | 跌幅 | 3-5% | 100 | | 跌幅 | 5-7% | 34 | | 跌幅 | > 7% | 28 | | 其中 跌停 | | 12 | | | | 4185 1168 | | 上競賽數 下载奇談 新聞 | | | | | | 116 | | | | 5469 | | 总成交额 | | 25672.40 乙 | | 总成交量 | | 14 ...

Market Performance - The A-share market opened positively on January 5, 2026, with the ChiNext Index leading the gains, and the Shanghai Composite Index returning above 4000 points, recording twelve consecutive days of gains [1] - By the close, the Shanghai Composite Index rose by 1.38%, the Shenzhen Component Index increased by 2.24%, and the ChiNext Index surged by 2.85% [1] - The total trading volume across the three markets reached 25,672 billion yuan, an increase of 5,015 billion yuan compared to the previous day, with over 4,100 stocks rising [1] Sector Highlights - The brain-computer interface sector led the market, with over thirty constituent stocks hitting the daily limit, including Sanbo Brain Science, Meihao Medical, and Innovation Medical [1] - The insurance sector experienced significant gains, with Xinhua Insurance and China Pacific Insurance reaching new historical highs [1] - The commercial aerospace concept remained active, with companies like Reco Defense achieving four consecutive limit-ups and China Satellite Communications securing three limit-ups in five days [1] - The semiconductor industry chain showed strength, with stocks such as Yaxiang Integration and Shenghui Integration hitting the daily limit [1] - The AI application concept also performed well, with BlueFocus Media achieving two consecutive limit-ups [1] Declines - The Hainan Free Trade Zone concept saw a collective decline, with Hainan Development hitting the daily limit down [2]

1月5日，A股市场高开高走迎来2026年开门红，创业板指领涨，沪指重回4000点上方。截至收盘，沪指涨1.38%，录得十二连阳，深成指涨2.24%，创业板 指涨2.85%。全市场成交额高达2.57万亿，较上一个交易日放量5015亿，近4200只个股上涨，其中127只个股涨停。 消息面上，据智通财经报道，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"。 21世纪经济报道记者获悉，去年年初，国家医保局发布对脑机接口康复收费的指导意见，直接推动了脑机接口产业快速发展。目前已有约11个省市出台脑 机接口相关收费标准，且不少公司也透露最新商业化进展。 午后贵金属板块持续走强，兴业银锡封涨停，此前湖南白银涨停，西部黄金、山东黄金等涨幅靠前。消息面上，贵金属市场受突发地缘政治事件催化，现 货白银日内一度涨超5%，站上75美元大关，此外现货黄金日内涨超2%，收复4400美元关口。 板块方面，脑机接口概念全天领涨，三十余只成分股涨停。保险板块爆发，新华保险、中国太保大涨续创历史新高。商业航天概念反复活跃，雷科防务4 连板，中国卫通5天3板。半导体产业链走强，亚翔集 ...

保险板块走强，新华保险、中国太保均涨超7%，股价齐创历史新高。 | 代码 名称 | 涨幅� 现价 | | --- | --- | | 601336 新华保险 | +8.87% 75.88 | | 601601 中国太保 | +7.52% 45.06 | | 601628 中国人寿 | +6.09% 48.27 | | 601318 中国平安 | +5.79% 72.36 | | 601319 中国人保 | +5.36% 9.43 | 沪深两市成交额高达2.55万亿，较上一个交易日放量5011亿。市场近4200股上涨，其中127只个股涨停。 | | | 第口财经 ---- 两市近5日成交额 (单位：亿元) 25462 21601 21393 21423 20451 12月30日 12月26日 12月29日 12月31日 1月5日 1月5日，A股主要指数集体高开后震荡走强，沪指时隔34个交易日重回4000点。截至收盘，沪指涨1.38%，深成指涨2.24%，创业板指涨 2.85%。科创综指涨3.61%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | -- ...

2026年首个交易日，A股主要股指高开高走，沪指涨超1%重返4000点上方，创业板指涨近3%，科创50 指数大涨超4%。 盘面上看，保险、半导体、医药、有色等板块走强，券商、地产、石油、酿酒等板块上扬，人脑工程概 念爆发，存储芯片、创新药、AI应用概念等活跃。 中信证券认为，2026年最大的预期差来自于外需与内需的平衡，对外"征税"、补贴内需应是大势所趋， 今年是个重要的开端。站在开年，考虑到去年末的资金热度并不算高，人心思涨的环境下开年后市场震 荡向上的概率更高。前期共识性品种"调整后再上车"大概率是机构资金主要的考虑方向，例如有色、海 外算力、半导体自主可控等，当然有些偏游资风格的品种也属于这一类别，比如商业航天、机器人等。 反共识品种是一些配置型增量资金的考虑，典型的方向就是通过内需消费的小仓位增配去捕捉年内的超 预期政策变化，免税、航空等出行服务相关的行业应该是增量布局重点，优质的地产开发商也是考虑对 象。 （文章来源：证券时报网） 截至收盘，沪指涨1.38%报4023.42点，深证成指涨2.24%，创业板指涨2.85%，科创50指数涨4.4%，沪 深北三市合计成交25674亿元。 ...

2026.01. 05 本文字数：743，阅读时长大约2分钟 作者 | 一财阿驴 1月5日，A股主要指数集体高开后震荡走强，沪指时隔34个交易日重回4000点。截至收盘，沪指涨 1.38%，深成指涨2.24%，创业板指涨2.85%。科创综指涨3.61%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | ww | 4023.42c | 54.58 | 1.38% | | 399001 | 深证成指 | S rum | 13828.63c | 303.61 | 2.24% | | 399006 | 创业板指 | 5 | 3294.55c | 91.38 | 2.85% | | 000680 | 科创综指 | Umm | 1695.84c | 59.14 | 3.61% | 盘面上，脑机接口、AI应用、商业航天、存储器、创新药概念股掀涨停潮，保险股表现抢眼。海南自 贸区等题材出现调整。 机构观点 金元证券： 今年大盘有望继续延续慢牛走势。 具体来看， 脑机接口概念掀涨停潮，三博脑科、美 ...