市场的热度直观地体现在成交量上。A股半日成交额达1.65万亿元，较上一交易日大幅放量超过3200亿 元。这种典型的量价齐升格局，是判断反弹能否延续的最重要基石。 从盘面结构看，今日的上涨并非普涨，而是由清晰的主线与坚实的逻辑所驱动。涨幅榜上，脑机接口、 商业航天、创新药、存储芯片以及保险板块成为最耀眼的明星。 1月5日的A股市场，为投资者献上了一份扎实的"开年礼"。主要指数放量上攻，市场情绪显著回暖，为 2026年的交易周带来了一个强劲的开局。 截至午盘，A股主要指数全线飘红。其中，上证指数强势上涨1.07%，成功收复4000点整数关口，这不 仅是技术层面的关键突破，更是市场信心转向乐观的标志。深市表现更为活跃，深证成指与创业板指分 别上涨1.87%和2.15%。而真正引领市场人气的，是半日暴涨4.05%的科创50指数，它清晰地揭示了资金 对科技创新主线的强烈追捧。 当然，市场并非全然欢腾，海南自贸区、稳定币等概念板块出现调整，这反映了资金正从旧主题向新主 线进行切换的动态过程。 展望后市，今日的放量长阳为潜在的"春季行情"奠定了良好基础。市场主线清晰，围绕 "硬科技"与"新 成长" 展开。脑机接口、商业航天 ...

盘面上看，保险、半导体、医药板块涨幅居前，有色、家电、券商、地产等板块均上扬，人脑工程概念 爆发，创新药、存储芯片、光刻机概念等活跃。 5日早盘，两市股指盘中强势拉升，沪指涨超1%重返4000点上方，科创50指数大涨超4%，全A超4000股 飘红。 截至午间收盘，沪指涨1.07%报4011.45点，深证成指涨1.87%，创业板指涨2.15%，科创50指数涨 4.05%，沪深北三市合计成交16491亿元。 华西证券表示，春季躁动提前，牛市格局依旧未改。2026年是多个正面因素叠加的"大年"，牛市基础仍 扎实，且春季躁动已提前演绎：一是宏观政策周期来看，2026年作为"十五五"开局之年，多部门正密集 出台配套产业政策和投资规划，同时财政货币政策的协同发力，为市场营造了友好的流动性环境；二是 资金层面，12月以股票型ETF为代表的机构资金出现抢跑，后续保险资金"开门红"叠加汇率升值驱动下 外资回流，增量资金入市有望强化春季行情趋势；三是基本面预期与产业周期来看，随着PPI降幅收 窄，预计2026年企业盈利进入温和复苏通道，对盈利拐点的博弈将成为行情的重要支撑。 （文章来源：证券时报网） ...

Market Overview - The electronic sector is experiencing a strong market performance, with a net inflow of 26.8 billion yuan from major funds, leading all 31 primary industries in the Shenwan classification [1] - The electronic ETF (515260) has seen a significant increase of 3.35% in its market price, indicating strong buying interest [1] Key Stocks Performance - Notable stocks include: - Zhaoyi Innovation reached the daily limit increase - Zhongwei Company surged over 12% - Lanke Technology, Lens Technology, and Tuojing Technology all rose by over 6% [3] - Major weighted stocks such as SMIC increased by over 5%, while Luxshare Precision and Industrial Fulian rose by more than 3% [3] ETF and Investment Tools - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, focusing on semiconductor and consumer electronics sectors [6] - This ETF serves as an efficient tool for investors to gain exposure to core assets in the electronic sector, including AI chips, automotive electronics, 5G, and cloud computing [6] Industry Trends - The National Integrated Circuit Industry Investment Fund has significantly increased its stake in SMIC, raising its holding from 4.79% to 9.25% [5] - Major North American cloud service providers are expected to invest a total of $600 billion in AI infrastructure by 2026, driving demand for storage chips [5] - The prices of storage chips are projected to rise significantly, with DDR4 16Gb chips expected to increase by 1800% and DDR5 16Gb chips by 500% by 2025 [5] - The electronic industry is currently in an innovation phase, with expectations for rapid growth driven by AI demand and subsequent breakthroughs in terminal innovation and profit release [5]

（原标题：A股午评：沪指收复4000点大关！创业板指涨2.15%，脑机接口概念现涨停潮） 盘面上，脑机接口概念大面积涨停，创新医疗、三博脑科、美好医疗等超20股涨停，马斯克旗下 Neuralink将开始大规模生产脑机接口设备。保险板块大涨，中国太保、新华保险双双创新高。存储芯 片、贵金属、商业航天等板块走强，海南自贸区板块回调。 2026年首个A股交易日，三大指数强势大涨，截至午间收盘，沪指涨1.07%报4011.45点，深成指涨 1.87%，创业板指涨2.15%，北证50指数涨1.31%。沪深京三市半日成交额16489亿元，较上日放量3240 亿元，全市场超4000只个股上涨。 ...

Core Viewpoint - The three major indices in the Chinese stock market opened higher and showed strong performance, with the Shanghai Composite Index surpassing 4000 points for the first time in 34 trading days, indicating a positive market sentiment and investor confidence [1] Market Performance - The Shanghai Composite Index rose by 1.07% at midday, while the Shenzhen Component Index increased by 1.87%, and the ChiNext Index gained 2.15% [1] - The market saw a surge in various sectors, particularly in brain engineering, insurance, semiconductor, innovative pharmaceuticals, and commercial aerospace [1] Sector Highlights - The brain engineering concept experienced a wave of stocks hitting the daily limit, with over 20 stocks including Sanbo Brain Science, Xiangyu Medical, Meihao Medical, and Aipeng Medical reaching the limit [1] - The insurance sector showed strong performance, with New China Life Insurance and China Pacific Insurance both reaching historical highs [1] - The storage chip concept also saw gains, with stocks like Zhaoyi Innovation and Yunhan Chip City hitting the daily limit [1] - The innovative pharmaceutical sector rose, with stocks such as Zhaoyan New Drug, Fuyuan Pharmaceutical, and Lepu Medical also reaching the limit [1] - The commercial aerospace sector remained active, with stocks like Reco Defense, Goldwind Technology, and Fenghuo Communication hitting the daily limit [1] Sector Performance - The leading sectors in terms of gains included insurance, healthcare, semiconductors, and the internet [1] - Conversely, sectors that experienced declines included hotel and catering, tourism, public transportation, and Hainan Free Trade [1]

Market Performance - The electronic sector is experiencing a strong market performance with a net inflow of 26.8 billion yuan, leading among 31 primary industries [1][7] - The electronic ETF (515260) has seen a price increase of 3.35%, indicating strong buying interest and potential new investments [1][7] Key Stocks - Notable stocks include Zhaoyi Innovation, which hit the daily limit, and Zhongwei Company, which surged over 12% [9][10] - Other significant gainers include Lanke Technology, Lens Technology, and Tuojing Technology, all rising over 6% [9][10] - Major weighted stocks like SMIC and Luxshare Precision also showed positive performance, increasing over 5% and 3% respectively [9][10] Industry Developments - Changxin Technology has submitted an IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan for various technology upgrades, with a total investment of 34.5 billion yuan [2][11] - The National Integrated Circuit Industry Investment Fund has increased its stake in SMIC from 4.79% to 9.25%, indicating strong institutional support [2][11] - The semiconductor industry is expected to benefit from the rise of domestic chip design companies and localization trends, with opportunities anticipated to open up by 2026 [2][11] AI and Market Trends - Major North American cloud service providers are significantly increasing investments in AI infrastructure, with total investments projected to reach a historical high of $600 billion by 2026 [2][11] - The demand for storage chips is expected to surge, with prices for DDR4 16Gb chips projected to rise by 1800% and DDR5 16Gb chips by 500% in 2025 [2][11] - The electronic industry is in an innovation phase, with expectations for rapid growth driven by AI demand and subsequent breakthroughs in terminal innovation and profit release [3][11] Investment Tools - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, focusing on sectors like semiconductors, consumer electronics, and AI chips [3][12] - This ETF serves as an efficient tool for investors looking to gain exposure to core assets in the electronic sector [3][12]

记者丨黎雨桐 编辑丨金珊 视频丨 柳润瑛 1月5日早盘，A股三大指数集体高开。截至发稿，上证指数时隔34个交易日盘中重回4000点。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4007.66 13773.56 | | 1685.94 | | +38.82 +0.98% +248.54 +1.84% +49.24 +3.01% | | | | 万得全A | 创业板指 | 北证50 | | 6511.30 | 3274.98 | 1456.52 | | +101.06 +1.58% +71.81 +2.24% +16.09 +1.12% | | | | 沪深300 | 中证500 | 中证A500 | | 4702.83 | 7615.14 | 5741.80 | | +72.89 +1.57% +149.56 +2.00% +98.98 +1.75% | | | | 中证1000 | 深证100 | 中证红利 | | 7702.87 | 5910.30 | 5518.07 | | +107.58 +1.42% | | +92.83 +1.60% +14.09 +0 ...

A股三大股指集体高开，沪指涨0.46%，创业板指涨0.84%。盘面上，脑机接口、商业航天、存储芯片板 块涨幅居前，人形机器人、免税概念、海南自贸板块跌幅靠前。 机构看后市 中信建投：为什么继续看好跨年行情? 中信建投认为，A股跨年行情如期展开，今年元旦市场面临的流动性环境和汇率环境明显好于前两年， 多重利好推动港股大涨，A股有望迎来开门红行情。行业主要围绕半导体、AI和未来产业热点展开。行 业重点关注：半导体、AI、非银、新能源，机械设备;中长期看好：有色(工业金属、小金属)、创新药 等;主题重点关注：商业航天、核电、人形机器人、海南(免税)。 中国银河表示，节后来看，假期期间港股市场与人民币汇率走强表现有助于提振投资者信心，A股市场 或将延续结构性行情。后续上行节奏还要观察政策预期与产业趋势突破，在上述因素支撑下，春季躁动 行情可能提前开启。同时，仍需关注海外地缘风险等不确定性因素的短期扰动。展望2026年，"十五 五"开局之年改革政策预期强化，人民币汇率向上等价格因素支撑流动性向好，市场信心有望得到提 振。关注盈利修复逻辑下，具备业绩兑现能力的科技龙头、受益于价格水平回暖预期的周期板块。 华安证券：A股" ...

每经AI快讯，存储芯片概念快速拉升，香农芯创涨超10%，大为股份、德明利、江波龙、北京君正、佰 维存储、矽电股份跟涨。消息面上，美股存储芯片大涨，美光科技上涨涨10.51%，刷新历史新高； SanDisk上涨15.95%，西部数据上涨8.96%。 ...

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