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、 ...

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、三花智控分别成交194.5亿元、192.1亿元，分别位居成交额第一 和第二位，且两股盘中均创出新高。 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。 保险板块强势 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、 ...

格隆汇1月5日｜存储概念股盘前上涨，美光科技涨近3%，闪迪涨2.7%，西部数据涨2.1%，希捷科技涨 1.2%。消息面上，韩媒消息称，三星电子、SK海力士寻求将服务器DRAM价格上调至高70%。针对全 球内存芯片短缺问题，三星电子联席CEO卢泰文直言："由于这种状况前所未有，没有哪家公司能免受 影响"。他指出危机不仅波及手机，还覆盖电视、家用电器等其他消费电子产品。(格隆汇) ...

转自：北京日报客户端 2026年A股首个交易日，三大指数放量上涨。 1月5日，上证指数涨1.38%，实现日线12连阳，重返4000点，深证成指涨2.24%，创业板指涨2.85%。全 市场成交额近2.57万亿元，较上一交易日增超5000亿元，超4100个股上涨。 国金证券研报称，在AI强劲需求带动下，2025年存储芯片价格大涨，其中DDR416Gb涨幅达1800%， DDR516Gb涨幅达500%，512Gb NAND闪存涨幅达300%。2026年，全球存储芯片仍将供不应求，有望 持续涨价。 招商证券研报认为，AI需求增长带动全球存储及先进制程产能扩张，展望2026年—2027年，国内存储 及先进制程扩产有望提速，国内设备厂商订单持续向好，份额较高的存储设备公司有望受益。 脑机接口个股上演涨停潮 今日，脑机接口板块大涨，位列同花顺涨幅榜第一，板块内个股掀起涨停潮。其中，倍益康"30CM"涨 停，博拓生物、道氏技术、三博脑科、爱朋医疗等10余只个股"20CM"涨停。 | | | 脑机接口 1 | | | | --- | --- | --- | --- | --- | | | | 1861.12 13.70% | ...

Market Overview - On the first trading day of 2026, the three major indices in A-shares experienced significant gains, with the Shanghai Composite Index rising by 1.38% and returning to the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index increased by 2.24% and 2.85% respectively. The total market turnover reached approximately 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4100 stocks rising [1]. Sector Performance - The storage chip sector showed strong performance, with leading stock Zhaoyi Innovation seeing a net inflow of 2.046 billion yuan, ranking first in A-shares and being the only stock with net inflow exceeding 2 billion yuan. Zhaoyi Innovation's stock price hit the daily limit, closing at 235.68 yuan per share, with a total market capitalization of 157.4 billion yuan. The stock price increased by 101.17% in 2025 [3][4]. - Other stocks in the storage chip sector, such as Hengsuo Co., Yunhan Chip City, and Puran Co., also reached their daily limit, indicating a strong upward trend in this sector [5]. Future Outlook - According to research from Guojin Securities, the demand for AI is expected to drive significant price increases in storage chips, with DDR4 16Gb prices projected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% by 2025. The global demand for storage chips is anticipated to continue exceeding supply in 2026, leading to sustained price increases [9]. - Research from招商证券 suggests that the growth in AI demand will drive the expansion of global storage and advanced process capacities, with domestic storage and advanced process expansions expected to accelerate from 2026 to 2027, benefiting domestic equipment manufacturers with strong order flows [9]. Brain-Computer Interface Sector - The brain-computer interface sector experienced a surge, with stocks like Beiyikang and Botao Bio reaching their daily limits. The sector was the top performer on the Tonghuashun gainers list, with over ten stocks hitting the daily limit [11]. - The announcement by Elon Musk regarding Neuralink's plans to start large-scale production of brain-computer interface devices in 2026, along with nearly fully automated surgical procedures, marks a significant milestone for the sector, transitioning brain-computer interfaces from experimental tools to widely available products [11].

2026年A股首个交易日，三大指数放量上涨。 同花顺（300033）数据显示，脑机接口、医疗、存储芯片等板块今日表现活跃，海南自贸区、免税店、旅游及酒店等板块表现较弱。 今日，存储芯片龙头股兆易创新（603986）主力资金净流入达20.46亿元，位居A股第一名，也是今日唯一一只净流入超20亿元的个股。截至收盘，兆易创 新涨停，报235.68元/股，总市值达1574亿元。2025年，兆易创新股价涨幅达101.17%。 | 兆易创新 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 603986 融 沪股通 L1 | | | | | | | | 235.68 235.68 | | ■ | | 市值 1574.0亿 | 1.69 量比 | | | 221.00 | | | | 流通 1574.0亿 | 7.48% 换 | | | 21.43 10.00% 221.32 | | 开 | | 市盈 TIM 116.28 | 额 115.61亿 | | | 相关 ETF > | | | | 芯片 ETF 广发 4.55% 含兆易创新 6.8% > | ...

Market Overview - On the first trading day of 2026, the three major indices in A-shares experienced significant gains, with the Shanghai Composite Index rising by 1.38% and returning to the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index increased by 2.24% and 2.85% respectively. The total market turnover reached approximately 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4100 stocks rising [2]. Sector Performance - The storage chip sector showed strong performance, with leading stock Zhaoyi Innovation seeing a net inflow of 2.046 billion yuan, the highest in A-shares, and closing at a limit-up price of 235.68 yuan per share, giving it a total market capitalization of 157.4 billion yuan. Zhaoyi Innovation's stock price increased by 101.17% in 2025 [4][6]. - Other stocks in the storage chip sector, such as Hengluo Co., Yunhan Chip City, and Puran Co., also reached their daily limit-up prices, indicating a robust rally in this sector [6]. Price Trends and Forecasts - According to research from Guojin Securities, the prices of storage chips are expected to surge due to strong AI demand, with DDR4 16Gb prices projected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% in 2025. The global demand for storage chips is anticipated to remain high in 2026, leading to continued price increases [9]. - Research from招商证券 indicates that the expansion of storage and advanced process capacities driven by AI demand will accelerate in 2026-2027, benefiting domestic equipment manufacturers with a strong order flow [9]. Brain-Computer Interface Sector - The brain-computer interface sector experienced a significant surge, with stocks like Beiyikang and Botao Bio reaching their daily limit-up prices. This sector was the top performer on the Tonghuashun gainers list [10][11]. - The announcement by Elon Musk regarding Neuralink's plans to start large-scale production of brain-computer interface devices in 2026, along with nearly fully automated surgical procedures, marks a significant milestone for the sector, transitioning it from a "medical trial tool" to a "widely available product" [11]. Market Outlook - According to招商证券, the A-share market is expected to continue its upward trend in January, with an increased probability of hitting new highs. Factors contributing to this outlook include accelerated issuance of local government special bonds and improved government spending and investment data [15]. - The report suggests that the focus in January will be on performance disclosures, with particular attention to sectors such as commercial aerospace, AI applications, AI computing power, and semiconductor equipment, as well as consumer services and non-bank financials [16].

Market Overview - The market opened positively in 2026, with the ChiNext Index rising nearly 3% and the Shanghai Composite Index returning to 4000 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.55 trillion yuan, an increase of 501.1 billion yuan compared to the previous trading day [2] - The Shanghai Composite Index closed at 4023.42 points, up 1.38%, while the Shenzhen Component Index closed at 13828.63 points, up 2.24%, and the ChiNext Index closed at 3294.55 points, up 2.85% [2] Sector Performance - The AI application sector saw significant gains, with stocks like BlueFocus hitting the daily limit and reaching a ten-year high. Other stocks in the sector also performed well [5] - The brain-computer interface sector was strong throughout the day, with nearly 30 stocks hitting the daily limit [2][3] - The storage chip sector continued to rise, with stocks such as Puran and West Test hitting the daily limit, and others like Shannon Chip and Jiangbo Long rising over 10% [4] Key Developments - The price of storage chips is expected to surge due to strong demand from AI, with DDR4 16Gb prices increasing by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% by 2025 [4] - Beijing's artificial intelligence core industry is projected to reach a scale of 450 billion yuan by 2025, with over 2500 companies expected to be concentrated in the area [8] - The National Railway's total revenue is expected to exceed 1 trillion yuan for the first time, reaching 1.0204 trillion yuan in 2025, a year-on-year increase of 3.1% [8] Institutional Insights - Citic Securities anticipates that the biggest expectation gap in 2026 will stem from balancing external and internal demand, suggesting that external taxation and internal subsidies will be trends to watch [9] - Huatai Securities notes that while short-term market predictions are challenging due to geopolitical issues, the overall trend for the spring market remains upward, supported by improving PMI data and ample market liquidity [9]

Market Overview - The A-share market opened positively in 2026, with the Shanghai Composite Index rising for 12 consecutive days, closing above 4000 points at 4023.42, up 1.38% [1][2] - The Shenzhen Component Index increased by 2.24% to 13828.63, while the ChiNext Index rose by 2.85% to 3294.55 [1][2] - Total market turnover reached 2.57 trillion yuan, an increase of 501.5 billion yuan from the previous trading day, with nearly 4200 stocks rising [1] Sector Performance Brain-Computer Interface Sector - The brain-computer interface sector experienced a surge, with over 30 stocks hitting the daily limit, driven by Elon Musk's announcement of large-scale production of brain-computer interface devices by Neuralink in 2026 [4] - Notable stocks include: - BeiYikang: +29.98% [5] - DaoShi Technology: +20.01% [5] - Sanbo Brain Science: +20.01% [5] - MeiHao Medical: +20.00% [5] Insurance Sector - The insurance sector saw significant gains, with New China Life Insurance rising over 8% and China Pacific Insurance increasing by 7.52% [7] - 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% [6] Storage Chip Sector - The storage chip sector also performed well, with stocks like Yunhan Chip City and Puran Shares hitting the daily limit, and Zhongwei Company rising over 14% [8] Gaming Sector - The gaming sector rebounded, with stocks such as Tom Cat rising over 16% and Sanqi Interactive Entertainment hitting the daily limit [9] Precious Metals Sector - The precious metals sector saw gains, with Hunan Silver hitting the daily limit and Western Gold rising over 6% [10] Innovative Drug Sector - The innovative drug sector experienced a broad increase, with stocks like GuanHao Biological hitting the daily limit [11] - In 2025, 76 innovative drugs were approved for market, setting a historical record, with total licensing transactions exceeding 130 billion USD [11] Hainan Free Trade Zone Sector - The Hainan Free Trade Zone sector faced a collective adjustment, with Hainan Development hitting the daily limit down and Haiqi Group falling over 8% [13] Transportation and Tourism Sector - The transportation and tourism sectors showed weakness, with Hainan Airport down 4.69% and various tourism stocks declining [15][14] Market Outlook - Looking ahead, the market may continue to exhibit structural trends, supported by positive investor sentiment from the strengthening of the Hong Kong market and the renminbi exchange rate [18] - The upcoming Spring Festival may trigger an early market rally, with a focus on technology leaders and cyclical sectors benefiting from price recovery expectations [18]

Market Overview - The A-share market opened positively on January 5, 2026, with the Shanghai Composite Index rising 1.38% and surpassing the 4000-point mark, marking a twelve-day winning streak [1] - The total market turnover reached 2.57 trillion yuan, an increase of 501.5 billion yuan compared to the previous trading day, with nearly 4200 stocks rising, including 127 stocks hitting the daily limit [1] Sector Performance - The brain-computer interface (BCI) concept led the market, with over thirty constituent stocks hitting the daily limit, and the BCI index rising by 13.7% [4][7] - The insurance sector saw significant gains, with companies like Xinhua Insurance and China Pacific Insurance reaching new historical highs [4] - The commercial aerospace concept remained active, with stocks like Leike Defense and China Satellite Communications showing strong performance [4] - The semiconductor industry chain also performed well, with stocks such as Yaxin Integration and Shenghui Integration hitting the daily limit [4] Key Stocks - Notable stocks in the BCI sector included: - Beikang (920199) with a rise of 29.98% - Botao Bio (688767) increasing by 20.01% - Sanbo Brain Science (300409) also up by 20.01% [5][6] - In the precious metals sector, silver and gold prices surged due to geopolitical tensions, with silver rising over 5% and gold recovering above 4400 USD [7] - The storage chip sector experienced a significant boom, with companies like Yunhan Chip City and Puran Shares hitting the daily limit [8][11] Industry Insights - The semiconductor supply shortage is described as "unprecedented" and "extremely severe," which is expected to impact prices of end products like smartphones [11] - Analysts predict that the storage chip supply shortage will persist into 2026, benefiting companies like Micron Technology [11] - The domestic semiconductor equipment market is expected to grow, with increased production capacity and technological advancements [11]