每经AI快讯，1月5日，美股存储芯片股盘前走高，美光科技涨3.5%，闪迪涨超4%，西部数据涨3.5%。 ...

1、行情 2026年的第一个交易日，A股迎来指数集体大涨的"开门红"。 题材方面，脑机接口全天大爆发，三博脑科（20CM）、美好医疗（20CM）、岩山科技、创新医疗、南京熊猫等集体一字板，盈趣科技、翔宇 医疗（20CM）、荣泰健康、国际医学、爱朋医疗（20CM）、麦澜德（20CM）、诚益通（20CM）、伟思医疗（20CM）、迈普医学 （20CM）、博拓生物（20CM）、航天长峰、东方中科、狄耐克（20CM）、高德红外、冠昊生物（20CM）、新华医疗等先后涨停； 存储板块同样高开高走，云汉芯城（20CM）、兆易创新、恒烁股份（20CM）、普冉股份（20CM）等纷纷涨停，江波龙、香农芯创、中微公 司、开普云等涨超10%； AI应用再度走强，南兴股份3连板，利欧股份、蓝色光标（20CM）二连板，当虹科技（20CM）、引力传媒涨停，福昕软件、汉得信息、易点 天下、福石控股等集体大涨； 此外，航天板块全天小幅震荡，医疗、量子科技、算力等均有局部强势表现，海南板块大跌。 截至收盘，沪指、深成指、创业板指分别收涨1.38%、2.24%、2.85%，市场超4100股上涨，1100余股下跌，两市明显放量至2.5万亿。 2、脑机 ...

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、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 ...

Core Viewpoint - The A-share market experienced a strong opening on the first trading day of the new year, with significant gains across major indices and a notable increase in trading volume [1][6]. Market Performance - On January 5, the Shanghai Composite Index rose by 1.38%, reclaiming the 4000-point mark, marking a 12-day consecutive rise, the longest since March 1992 [1][3]. - The Shenzhen Component Index increased by 2.24%, the ChiNext Index by 2.85%, and the Northbound 50 Index by 1.80% [1]. - Total trading volume across the Shanghai, Shenzhen, and North exchanges reached 25,672 billion yuan, an increase of 5,015 billion yuan compared to the previous trading day [1]. Historical Context - The 12-day consecutive rise of the Shanghai Composite Index from December 17, 2025, to January 5, 2026, set a new record since March 1992, where previous records included three instances of 11 consecutive days [3][4]. Sector Highlights - The brain-computer interface sector saw a surge, with nearly 30 stocks, including BeiYikang and MeiHao Medical, hitting the daily limit [4]. - Innovative drug concept stocks collectively surged, with GuanHao Biological reaching a 20% limit up, indicating sustained interest in this sector [4]. - The insurance sector performed strongly, with Xinhua Insurance and China Pacific Insurance both reaching historical highs during the trading session [4]. - The storage chip sector also experienced significant gains, with stocks like JiangBolong and XiangNong Chip rising sharply, reflecting renewed momentum in the technology sector [4]. - Other sectors such as gaming, commercial aerospace, and military equipment also showed robust performance during the trading day [5].

Core Viewpoint - Mingxin Qirui has successfully completed over 100 million RMB in Pre-A round financing, which will be used for RRAM core technology research and team expansion, aiming to accelerate the mass production of RRAM technology products and the application of storage-computing technology [1][3]. Financing and Investment - The financing round attracted national industrial capital, strategic capital, and leading market funds, reflecting high recognition of Mingxin Qirui's technological innovation and optimism about the potential of the new storage and computing industry [3]. - Investors include Guokai Kechuang and Lenovo Venture Capital, with continued support from existing shareholders like Zhongke Chuangxing and Xiaomi's investment arm [1][3]. Company Overview - Mingxin Qirui, established in May 2024, focuses on advanced resistive random-access memory (RRAM) technology, integrating storage-computing solutions and advanced packaging technology to address the "memory wall" bottleneck [3][6]. - The company aims to provide high-performance integrated solutions and customized storage IP/chip products for consumer, industrial, and data center sectors [6]. Technological Development - The company has made significant progress in commercializing high-density storage, having established collaborations with multiple upstream and downstream enterprises to tackle storage manufacturing technology [3]. - Mingxin Qirui has successfully completed product engineering batch verification and is accelerating the development of storage-computing technology products to offer higher value AI computing solutions [3]. Investor Insights - Guokai Kechuang emphasizes RRAM's potential in advanced embedded storage and integrated computing, highlighting Mingxin Qirui's deep understanding of RRAM technology [4][5]. - Lenovo's representative notes the explosive growth in AI computing demand and positions RRAM as a key direction for the next generation of computing architecture [5]. - Zhongke Chuangxing stresses the importance of breakthroughs in next-generation computing architecture starting from the material and device level, supporting Mingxin Qirui's innovative capabilities [5].

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].