热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 继昨日A股实现新年"开门红"行情，1月6日沪指再次刷新十年高点，盘中涨幅接近1%。现货指数出 现"破顶"，沪深300、上证50、中证500、中证1000均刷新2025年高点，市场表现价涨量增。行业板块出 现普涨行情，保险、券商"大象起舞"拉动上证50指数站稳3100点，内外盘科技板块同步上涨，脑机接 口、半导体等大幅领涨，叠加贵金属、有色受地缘事件影响延续涨势，中证500和中证1000涨幅居前。 资金来看，昨日两市全天成交2.55万亿，大幅放量5011亿，另外近期人民币不断升值，后续或持续吸引 外资流入。接下来进入年报披露期，持续关注高成长的大科技成长板块，股指短期或偏强震荡。 行业政策持续加码，昨日政策端印发《关于实施绿色消费推进行动的通知》，加快消费模式绿色转型， 在大宗商品消费方面，提及做强汽车产业链，支持发展房车露营、汽车影院、自驾游等新型消费。宏观 方面，短期关注货币政策和财政政策是否进一步宽松。整体来看，春季躁动行情仍需要一定的条件，对 小盘指数而言，需要政策边际放宽流动性；对大盘而言，需要通胀预期的持续改善。 热点栏目 自选股 数 ...

机构观点方面，华西证券指出，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。 长江证券资深投资顾问刘浪表示，昨天脑机接口概念股全线爆发。据媒体报道，复旦大学附属华山医院 脑机接口植入技术再获突破。国内首款、国际第二款内置电池的全植入、全无线、全功能"三全"脑机接 口产品，成功完成首例临床试验。28岁高位截瘫8年的患者通过植入脑机接口系统，第一次用意念控制 轮椅、浏览网页……这项技术突破标志着中国在脑机接口领域已跻身全球顶尖序列。另外，近期埃隆· 马斯克表态，旗下Neuralink将在2026年启动脑机接口设备大规模生产。开源证券认为，脑机接口行业正 处 ...

Market Performance - The Shanghai Composite Index reached a new high since July 3, 2015, at 4061.12 points on January 6, with overall market trading activity being robust, as the combined trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan shortly after 10 AM [1] Sector Performance - The metal, insurance, and brokerage sectors showed significant gains, with Huayin Securities (002945) hitting the daily limit, and Huashan Securities (600909) rising over 9%. Other securities firms such as Northeast Securities, Huatai Securities, and Caida Securities also experienced upward movement [1] Concept Trends - The brain-computer interface concept continued its strong performance from the previous day, with related indices rising over 4%. Stocks like Aipeng Medical (300753), Xiangyu Medical, Meihao Medical (301363), and Innovation Medical (002173) reached their daily limits [3] - According to a report by Open Source Securities, the brain-computer interface industry is in a high-growth phase driven by technological breakthroughs, policy support, and expectations of robotic ecosystem collaboration [3] Solid-State Battery Developments - On January 5, Finnish electric mobility technology company Donut Lab announced it would debut the world's first commercially viable solid-state battery at the 2026 CES, emphasizing that it is now ready for production [3] - Guangfa Securities noted that solid-state batteries have entered the pilot production stage, with equipment manufacturers benefiting from industrial breakthroughs, and some companies have already shipped related equipment and are collaborating with downstream clients for process validation [3]

Core Viewpoint - The Shanghai Composite Index reaching a ten-year high signals a strong trend establishment, significantly boosting market confidence for the medium to long term [4] Market Overview - The market is experiencing a structural bull market, with the index hitting new highs and trading volume approaching 1.8 trillion yuan, with over 3,600 stocks rising [3] - Leading sectors include brain-computer interfaces, non-ferrous metals, and chemicals, with Zijin Mining's market capitalization surpassing 1 trillion yuan, indicating strong cyclical forces [3] - There is a clear market strategy of betting on disruptive technology while also holding onto cyclical recovery clues [3] Market Dynamics - There is a noticeable shift in market focus, with previously strong sectors like AI hardware showing weakness, indicating a "high-low switch" and "style rotation" within a stable total capital environment [3] - This internal rotation is seen as a healthy sign of a bull market, suggesting a layered market movement rather than a uniform rise [3] Investment Strategy - For investors already in leading sectors, the strategy is to "hold and observe," monitoring the strength of these sectors without rushing to increase positions [5] - Investors in adjusting sectors should differentiate between fundamentally strong leaders and mere speculative stocks, maintaining positions in the former while considering adjustments in the latter [5] - For those with lighter positions, it is advised to avoid chasing the leading sectors at emotional peaks and instead look for opportunities in potential stocks that align with main themes like economic recovery and technological innovation [5]

另外，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"。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688580 | 伟思医疗 | 1 | 20.01 | 66.75亿 | 44.01 | | 301293 | 三博脑科 | 1 | 20.01 | 175亿 | 44.01 | | 688626 | 翔宇医疗 | 1 | 20.00 | 139亿 | 44.00 | | 300753 | 爰朋医疗 | 1 | 20.00 | 50.37 乙 | 44.00 | | 301330 | 熵基科技 | 1 | 19.99 | 112亿 | 43.99 | | 301363 | 美好医疗 | 1 | 19.99 | 197亿 | 43.99 | | 688273 | 麦澜德 | 1 | 19.99 | 61.22 亿 | 43.98 | | 300430 | 诚益通 | 1 | 18.47 | 74.60亿 | 42.14 | | 30040 ...

南方财经1月6日电，Neuralink宣布将于2026年开始对脑机接口设备进行"大规模生产"。该动向被视为脑 机接口技术迈入商业化量产阶段的重要信号，引发资本市场高度关注，并驱动相关板块热度升温。在这 一全球产业化进程加速背景下，中国脑机接口产业依托"临床引领、产学研协同"的发展路径，已取得一 系列具有国际影响力的成果。记者获悉，国内多家顶尖医疗机构，如宣武医院、天坛医院、华山医院等 机构在临床试验、电极材料、无线系统等方面取得多项突破。其中，宣武医院赵国光教授团队与清华大 学合作的硬膜外脑机接口临床试验，成功帮助四肢瘫痪患者恢复运动功能，成为全球领先的临床应用案 例。同时，该团队积极推动产学研融合，与百洋医药共建神经网络疾病联合实验室，依托脑机接口与人 工智能大模型探索诊疗新方案，持续深化临床与产业化的对接。（21世纪经济报道） ...

来源：原点新财经 上证指数收报4023.42点，实现自去年12月17日以来的连续12个交易日上涨，全市场超4100只个股上涨，成交额激增超5000亿元。 2026年首个交易日，A股市场迎来"开门红"，上证指数上涨1.38%，收于4023.42点，重回4000点上方。这已是该指数自2025年12月17日以来连续第12个交易 日上涨，创下近33年来的最长连阳纪录。 与此同时，深证成指上涨2.24%，创业板指上涨2.85%，三大指数集体飘红。市场交易活跃，沪深北三市成交额达到25672亿元，较前一交易日放量5015亿 元。 市场普涨 新年首个交易日，A股市场呈现普涨格局。全市场超过4100只个股上涨，120余只个股涨停。 行业板块方面，保险、半导体、贵金属、医疗器械、游戏等板块领涨。尤为引人注目的是脑机接口概念股，博拓生物、三博脑科、伟思医疗等10余只个股涨 停。 这一行情爆发得到了外围市场的呼应。在元旦假期A股休市期间，香港股市已先行预热。 1月2日，香港恒生指数上涨707.93点，涨幅达2.76%。恒生科技指数表现更为强劲，涨幅一度超过4%。 国家统计局最新发布的数据显示，2025年12月份中国制造业采购经理指 ...

| 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 4069.38 | 45.96 | 1.14% | | 深证成指 | 2 | 13940.24 | 111.61 | 0.81% | | 科创综指 | 3 | 1713.58 | 17.74 | 1.05% | | 万得全A | 4 | 6611.54 | 73.60 | 1.13% | | 创业板指 | 5 | 3293.18 | -1.37 | -0.04% | | 北证50 | 6 | 1479.07 | 12.65 | 0.86% | | 沪深300 | 7 | 4772.17 | 54.42 | 1.15% | | 中证500 | 8 | 7766.29 | 115.09 | 1.50% | | 中证800 | O | 5279.36 | 65.13 | 1.25% | | 中证1000 | 10 | 7821.96 | 68.08 | 0.88% | 人脑工程概念股大爆发，多股连续20%涨停。有色金属概念股早间集体走强，个股大涨。 1月6日早盘，A股继续 ...

Core Viewpoint - The Shanghai Composite Index opened higher and rose over 1%, reaching a ten-year high, while the CSI A500 Index increased by 1.24% [1] Market Performance - The A500 ETF tracking the CSI A500 Index rose by over 1% by the morning close, with 12 related ETFs having a trading volume exceeding 100 million yuan, and 2 surpassing 10.6 billion yuan [1] - Specific A500 ETFs such as Huatai-PB and A500 Fund had trading volumes of 11.05 billion yuan and 10.65 billion yuan respectively [1] Sector Analysis - The brain-computer interface concept continued to show strong performance, while the financial sector also strengthened, and the non-ferrous metals sector was active [1] - Conversely, the computing hardware concept experienced a decline [1] Economic Outlook - Analysts from brokerage firms suggest that the A-share bull market is expected to continue due to resilient overseas economic conditions, likely ongoing dollar liquidity easing, and domestic policies maintaining a "double easing" tone [1] - The ongoing "anti-involution" trend is expected to boost price expectations, with technology growth remaining the long-term market focus [1]

非银金融板块盘中快速拉升，其中被视为"牛市旗手"或"市场风向标"的券商股强劲上行，华林证券（002945）冲上涨停，华安证券（600909）、东北证券 等多股大涨。 | < ロ | 券商指数(886054) 11968.03 392.47 +3.39% | | | O | | --- | --- | --- | --- | --- | | 资料 | 资讯 成分 | | 相关基金 | 月度收益 | | 华林证券 | | 17.84 | 9.99% | 0.00% | | 002945.SZ | | | | | | 华安证券 | | 7.58 | 9.70% | -0.26% | | 600909.SH | | | | | 1月6日，沪指高开高走，截至午盘收盘，沪指涨1.14%，创十年新高。深成指涨0.81%，创业板指跌0.04%。沪深两市半日成交额1.8万亿，较上个交易日放 量1455亿，全市场近3700只个股上涨。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4069.38 | 13940.24 | 1713.58 | | +45.96 +1.14% +111.6 ...