高开高走后震荡上行，截止午盘三大指数集体收涨，其中沪指上涨1.07%，深成指上涨1.87%，创业板 指上涨2.15%。两市合计超3800只个股上涨，合计成交额1.64万亿。 海南自贸概念低开低走陷入调整，截止午盘下跌3.06%，其中海南发展跌停。免税店、航空机场、旅游 酒店等紧随其后，且跌幅均在1%上方。石油、银行、彩票等行业板块紧随其后。 消息面：盐湖股份日前发布2025年度业绩预告，预计实现归母净利润82.9亿元至88.9亿元，同比增长 77.78%至90.65%。2025年我国已批准上市的创新药达76个，创历史新高，对外授权交易总金额超过 1300亿美元。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 脑机接口概念高开高走强势爆发，截止午盘大涨12.56%，包括三博脑科、博拓生物、道氏技术、翔宇 医疗等在内的超10纸个股20CM涨停，共计超二十余只个股涨停。商业航天概念反复活跃，其中中国卫 通5天3板。保险板块走强，其中新华保险、中国太保双双续创历史新高。半导体产业链表现活跃，其中 亚翔集成、圣晖集成涨停。 ...

A股复盘 | 马年炒马斯克 / 2026.01.05 预期到会有开门红，竟然红成这样，沪指强势收复4000点，成交量超过2.5万亿，百股涨停！群里小伙伴纷纷发问，这还是缅A吗？ 沪指自2025年12月17日至2026年1月5日实现日线12连阳，创1992年3月以来最长连阳纪录。 | | 1992年以来沪指连阳时间记录 | | --- | --- | | 连阳长度 | 时间区间 | | 12连阳 | 2025.12.17-2026.1.5 | | 11连阳 | 2017.12.28-2018.1.12 | | 11连阳 | 2006.6.15-2006.6.29 | | 11连阳 | 1992.5.5-1992.5.25 | | 12连阳 | 1992.2.25-1992.3.11 | 图片来源：上证报 盘面上，昨天写周报的时候以为今天芯片会大涨的，没想到王者是脑机接口！ 路边社新闻传：委内瑞拉马杜罗被美军抓住后，送往了实验室，接入脑机接口终端，进行洗脑，已经完成了反美治疗，转住院观察，据称马 杜罗经历脑机洗脑后，嘴里一直在说：Make America Great Again！ | ম | | | --- | ...

元旦假期后的首个交易日，A股市场迎"开门红"，上证指数收复4000点。 1月5日，上证指数高开高走，盘中突破4000点大关，截至收盘，上证指数报4023.42，涨1.38%。Wind 数据显示，A股4180只股票上涨，全市场成交额2.57万亿元，较前一交易日增量5015亿元。 "2026年的行情有望延续自2024年9月份开启的这轮慢牛、长牛行情。"前海开源基金首席经济学家、基 金经理杨德龙指出，2025年大盘一度站上4000点，确立了这轮牛市的走势，在四季度出现了一定回调， 而在元旦之前市场走出11连阳，重新开始上攻，节后延续了上攻走势，大盘再次站上4000点关口，并实 现12连阳，牛市氛围愈发浓厚。 三大指数大幅上涨 "科技牛"行情有望延续 1月5日，A股三大指数均高开高走。截至收盘，沪指涨1.38%报4023点，深证成指涨2.24%，创业板指涨 2.85%。板块方面，脑机接口、创新药、保险、存储芯片、AI应用、军工装备、有色金属板块涨幅靠 前。 1月5日，A股三大指数均大幅上涨。Wind数据截图 盘面上，脑机接口板块全线大涨，创新医疗、岩山科技、三博脑科、南京熊猫、塞力医疗、爱朋医疗、 国际医学、伟思医疗 ...

熵基科技股份有限公司投资者关系活动记录表 编号：2026-02 | 投资者关系活 | 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 | | --- | --- | | 动类别 | 路演活动 现场参观 其他（电话会议） | | 参与单位名称 | 国泰海通证券股份有限公司、中国平安人寿保险股份有限公司、立格资本投资有限公司、 | | | 兴合基金管理有限公司、农银汇理基金管理有限公司、大家资产管理有限责任公司、兴 | | | 银理财有限责任公司、天治基金管理有限公司、敦和资产管理有限公司、中银基金管理 | | | 有限公司、上海健顺投资管理有限公司、汇泉基金管理有限公司、国金证券股份有限公 | | | 司、Enreal Limited、和谐健康保险股份有限公司、华西基金管理有限 Asset Management | | | 责任公司、国民养老保险股份有限公司、Oceanpine Capital Inc.、China Merchants Fund | | | Management Company, Limited、东吴基金管理有限公司、合众资产管理股份有限公司、 | | | 农银人寿保 ...

前言 ②2026年或成中国商业火箭可回收发射元年，机构前瞻商业航天投资机遇：重视火箭核心"铲子 股"及3D打印新技术路线标的； ③上海低空经济布局再升级，eVTOL产业链风口已至； ④马斯克按下"量产快进键"，脑机接口产业迎来关键拐点。 点击付费阅读，解锁市场最强音，把握投资机会！ 券商研报信息复杂？机构调研数据过时？屡屡错失投资机会？那是你不会挖！想知道哪份研报有用？什 么时候该看？《研报金选》满足你！每日拆解热门产业链或核心公司，快市场一步的投研思维+严苛的 研报选择标准+几近偏执的超预期挖掘，游资私募都在用！ 【今日速览】 ①无光不AI！新一轮算力革命的关键推手，引爆10倍市场空间，产业链利润正向这个环节集中！硅 光产业投资全梳理：从Fab厂到光模块，这些公司卡位算力新基建； ...

Group 1 - The A-share market experienced a strong opening on the first trading day of 2026, with the Shanghai Composite Index surpassing 4000 points, closing up 1.38% at 4023.42 points [1] - Various sectors such as AI, insurance, and pharmaceuticals showed significant activity, with brain-computer interface stocks seeing a surge, including companies like BeiYikang and Sanbo Brain Science reaching their daily limit [1] - The AI application sector saw a notable explosion in the afternoon, with multiple companies hitting their daily limit, indicating strong investor interest and market momentum [1] Group 2 - Recent positive developments in the AI industry include Neuralink's announcement of large-scale production of brain-computer interface devices in 2026, marking a significant breakthrough in AI's integration with biological intelligence [2] - Domestic company Aowei New Materials launched the world's first "backpack-level" humanoid robot, promoting the development of embodied intelligence at lower costs [2] - The financing of over 50 million yuan by Silicon Valley startup Traini for its AI pet collar project expands the boundaries of AI in vertical consumer scenarios, enhancing the emotional interaction and health management service chain in the pet market [2] Group 3 - There is an increasing expectation for a "spring rally" in 2026, driven by favorable factors such as improved overseas conditions, currency appreciation, and proactive domestic policies [3] - The current A-share market is seen as entering a prelude to the "spring rally," characterized by structural leadership and opportunity rotation, unlike previous broad market rallies [3] - The technology sector is expected to maintain its leading position in the market, supported by high-risk appetite and favorable liquidity conditions [3][4] Group 4 - The current market risk appetite remains high, providing room for high-elasticity technology themes to continue their upward trajectory [4] - Despite the technology sector's overall valuation being relatively high, it has not yet reached a frenzy stage, indicating potential for further growth [4] - The strong performance of the AI sector in the US stock market is providing valuation support for corresponding sectors in the A-share market [4]

Market Overview - The A-share market opened strongly in 2026, with the Shanghai Composite Index surpassing 4000 points, closing up 1.38% [1] - The total trading volume reached 2.57 trillion yuan, an increase of 501.5 billion yuan compared to the previous trading day [1] - The market saw over 4100 stocks rise, indicating broad-based gains across sectors [1] Historical Context - The Shanghai Composite Index achieved a record 12 consecutive daily gains from December 17, 2025, to January 5, 2026, marking the longest streak since 1993 [3] - Previous records included an 11-day streak in 2006 and 2017-2018, while extreme cases like the 99-day streak in 1991-1992 are less relevant due to the smaller market size at that time [3] Sector Performance - The brain-computer interface sector led the market, with over thirty stocks hitting the daily limit up, including Sanbo Brain Science and Meihao Medical [6] - The insurance sector also saw significant gains, with Xinhua Insurance and China Pacific Insurance reaching new historical highs [6] - The commercial aerospace sector remained active, with stocks like Reco Defense and China Satellite Communications showing strong performance [6] - The semiconductor industry showed strength, with stocks such as Yaxin Integration and Shenghui Integration hitting the daily limit up [6] Investment Insights - Analysts suggest focusing on the pressure level around 4034 points for potential breakthroughs, indicating a continuation of the short-term bullish trend [5] - The brain-computer interface sector is expected to benefit from policy support, with the inclusion of high-end medical devices in priority approval lists [8] - The semiconductor market is projected to benefit from ongoing supply shortages and strong demand, with companies like Micron expected to perform well [16] Future Outlook - Goldman Sachs released a report recommending an overweight position in Chinese stocks for 2026, highlighting structural growth in exports and investment rebound supported by policy [18] - The report anticipates a 15% to 20% annual increase in the Chinese stock market for 2026 and 2027, driven by a focus on modernizing the industrial system and enhancing technological self-reliance [18]

Group 1 - The brain-computer interface (BCI) sector in A-shares experienced a strong opening on January 5, with the concept index rising over 13%, making it the strongest sector of the day. Stocks within the sector saw a surge, with companies like Beiyikang hitting a 30% limit up, and others like Sanbo Brain Science and Xiangyu Medical achieving 20% limit up [1] Group 2 - Elon Musk announced a production timeline for brain-computer interface devices from Neuralink, aiming for large-scale production to start in 2026. The innovative surgical process will significantly reduce operation time from 6 hours to under 20 minutes, with 12 patients already implanted with the device, accumulating over 15,000 hours of use [4] Group 3 - The global competition in the brain-computer interface field is intensifying, with the U.S. leading in invasive and semi-invasive technologies, while China is advancing in non-invasive methods. Companies like MergeLabs and Brain Tiger Technology are at the forefront of these developments [5] Group 4 - The brain-computer interface has been included in China's "14th Five-Year Plan" as a key future industry, with goals set for technological breakthroughs by 2027 and industry strength to rank among the world's top by 2030. Policies are facilitating market entry, with companies like Xiangyu Medical targeting over 1,000 hospitals by next year [6] Group 5 - The long-term prospects for the brain-computer interface industry are viewed positively by institutions, with predictions of the global market reaching $12.4 billion by 2034 and $320 billion by 2045. Recent capital inflows into the sector indicate a strong interest in its commercial potential [6]

随着马斯克明确给出脑机接口设备的量产时间表，这一前沿赛道正从实验室的科学探索加速走向商业化落地，行业或将迎来从"医疗试验品"向"大众消费品"跨越 的关键转折点。 2026年A股开盘首日，脑机接口板块表现强势。倍益康30CM涨停，三博脑科、翔宇医疗、美好医疗、爱朋医疗、诚益通、伟思医疗等多股20CM涨停，市场资 金对脑机接口商业化前景展现出极高预期。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 涨跌 | 换手率 | | --- | --- | --- | --- | --- | --- | | 688108 | 赛诺医疗 | 23.09 | 20.01% | 3.85 | 14.83% | | 300238 | 元 | 16.62 | 20.00% | 2.77 | 13.53% | | 300753 | 爱朋医疗 | 33.30 | 20.00% | 5.55 | 21.10% | | 301363 | 美好医疗 | 28.86 | 20.00% | 4.81 | 1.93% | | 688626 | 翔宇医疗 | 72.60 | 20.00% | 12.10 | 3.36% | | 300003 | ...

（原标题：重回4000！超级赛道攻势延续） 2026年第一个交易日，A股马上迎来了开门红。沪指拉升涨超1%，时隔34个交易日，盘中重回4000点；创业板指涨超2%，科技股、金融、周期板 块纷纷上涨。 随着"新质生产力"从政策概念走向产业落地，商业航天已不再是遥不可及的题材炒作，而是正在成长为大国博弈与经济转型的硬核引擎。 2025年见证了国防军工板块的强势复苏，尤其是涵盖卫星互联网的商业航天细分赛道，在年末更是呈现出加速上攻的态势。 元旦回来赛道延续攻势，卫星产业ETF(159218)跟踪的标的指数大涨3.78%，盘中资金抢筹积极，净流入量直接创下单日新高。 这种超额收益的背后，是资金对中国航天从"试验探索"迈向"工业化量产"这一历史性跨越的敏锐捕捉。 01 2026，开门红 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。 具体来看，脑机接口板块早盘掀起涨停潮，倍益康30cm涨停，三博脑科、美好医疗、翔宇医疗等超20股涨停。 据报道，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 ...