Core Viewpoint - Gestala (Chengdu) Technology Co., Ltd. has officially launched as China's first company focused on ultrasound brain-machine interface technology, aiming to provide innovative solutions for brain disease treatment and neuroscience research through non-invasive ultrasound technology [1][2][3]. Company Overview - Gestala was co-founded by Peng Lei, former co-founder and CEO of Brain Tiger Technology, and Chen Tianqiao, founder of Shanda Group and Tianqiao Brain Science Research Institute, focusing on the innovation of ultrasound brain-machine interface technology [3][5]. - The company is located in Chengdu's Tianfu International Biological City and has also established a presence in Shanghai's Brain Intelligence World, a hub for brain-machine interface industries [3]. Technology and Applications - Gestala's ultrasound technology features non-invasive, high spatiotemporal resolution, and full-brain coverage, targeting clinical interventions for central nervous system diseases such as chronic pain, depression, and Alzheimer's disease [1][6]. - The ultrasound brain-machine interface is expected to enable precise modulation of specific brain regions without the need for surgery, allowing for innovative treatments and exploration of new targets for related brain diseases [6][8]. - The company plans to launch its first magnetic resonance-guided device for chronic pain management and initiate the NMPA registration process by the end of 2026 [8]. Clinical Collaborations and Research - Gestala has established collaborative frameworks with top hospitals such as Huashan, Xiehe, and Huaxi, aiming to deepen the synergy between industry, academia, and clinical research [8][11]. - The company has reported significant clinical intervention results in chronic pain management and depression, with effects lasting up to seven days after treatment [8]. Market Potential and Competitive Landscape - The global ultrasound brain-machine interface financing boom positions China to potentially "leapfrog" in this field, with significant investments flowing into ultrasound technology as a disruptive alternative to invasive methods [9][10]. - The ultrasound route is gaining traction due to its ability to cover 25% of the brain volume, compared to traditional invasive methods that are limited to localized areas [7][11]. - Gestala's interdisciplinary team includes experts from neuroscience, AI, ultrasound engineering, and clinical medicine, enhancing its capability for research breakthroughs and clinical applications [11].

截至1月5日午间收盘，A股98只个股涨停，74只个股首板涨停，连板梯队中以2连板、3连板个股为主，最高6连板。脑机接口成为涨停主线，三博脑科、伟 思医疗、创新医疗等数十只相关概念股批量涨停，覆盖康复设备、神经医疗、AI应用等多个细分领域；商业航天板块表现强势，中国卫通、北斗星通、中 天火箭等多股实现2连板。 | 002766.SZ 索菱股份 | 10.08% | 2连板 | 09:32:06 | 09:32:06 | 智能舱驾+无人驾驶+车联网 | | --- | --- | --- | --- | --- | --- | | 600266.S 城建发展 | 10.06% | 2连板 | 09:31:34 | 09:35:07 | 商业航天+北京国资+房地产 | | 600498.S 烽火通信 | 10.01% | 2连板 | 09:42:04 | 09:43:13 | 商业航天+光通信 | | 003009.SZ 中天火箭 | 9.99% | 2连板 | 11:15:51 | 11:29:33 | 商业航天+小型固体火箭+军贸 | | 002151.SZ 北斗星通 | 9.99% | 2连板 | 11:02 ...

Group 1: Neuralink and Brain-Computer Interface Stocks - Neuralink, founded by Elon Musk, plans to start large-scale production of brain-computer interface devices in 2026, leading to a significant surge in related stocks [1] - Nanjing Panda Electronics (00553) saw a rise of over 44%, while other companies like Xinwei Medical-B (06609), Micron Brain Science (02172), and Brainhole Laser-B (06681) increased by 11.90%, 17%, and 19.8% respectively [1] Group 2: Pharmaceutical Sector Performance - The pharmaceutical sector showed strong performance, with China's innovative drug licensing exceeding $100 billion last year [1] - Companies such as Gilead Sciences-B (01672), Cloudtop New Medicine (01952), and Innovent Biologics (01801) experienced stock increases of 8.85%, 5.65%, and 6.28% respectively [1] Group 3: Robotics and Technology Stocks - Woan Robotics (06600) saw its stock rise by over 27%, with a midday increase of 19.57% as it prepares to launch its first humanoid household robot [1] - The company reported a compound annual growth rate of 49% in revenue over the past three years [1] Group 4: Other Notable Stock Movements - Kuaishou-W (01024) increased by over 9%, with foreign investors optimistic about its revenue outlook for next year [1] - Fuhong Hanlin (02696) rose by 7% after three of its innovative cancer drugs received IND acceptance [1] - Kelun-Biotech (06990) gained over 7% following the approval of its clinical trial application for the new drug ITGB6 ADC SKB105 [2] - The Golden Group (03939) increased by 3.94% due to the successful implementation of key projects at the Solomon Gold Mine [3]

①马斯克称，其脑机接口公司将于2026年启动大规模脑机输出，行业正从早期向初步商业化阶段过渡，这 两家企业已提前实现千万元左右脑机接口业务营收；②行业有望进入高速发展期，这家国内企业可为脑机 接口客户提供植入体等关键部件制造，拥有医疗行业精密制造优势；③马斯克旗下Neuralink在侵入式脑 机领域探索迅速，国内少有企业完成相关突破，这家企业参股的国内脑机龙头企业是该领域技术代表之 一。 《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品，结合财联社的媒体资源和行业圈层 优势，为投资者提供全面、深入的市场及行业洞察，以及专业分析和解读。 栏目专注于捕捉投资市场 的最新题材机会，通过一线记者的即时报道、资深编辑的专业整理，以及行业资深专家的深度访谈，为 投资者提供前瞻性、独家性、热门性及专业性的市场分析。 前言 ...

Market Performance - On January 5, 2026, the A-share market opened strongly, with the Shanghai Composite Index returning to 4000 points after 34 trading days, closing at 4011 points with an increase of over 1% [1] - The Shenzhen Component Index and the ChiNext Index rose by 1.87% and 2.15% respectively, with over 4000 stocks in the market experiencing gains [1] Brain-Computer Interface Sector - The brain-computer interface sector showed significant activity, rising over 13% by midday, with key stocks such as Beikang reaching a 30% limit up, and others like Sanbo Brain Science, Aipeng Medical, and Dineke hitting 20% limit up [1] - Elon Musk announced that his brain-computer interface company, Neuralink, plans to begin large-scale production of brain-computer interface devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process [1] Aerospace and Precious Metals - In the commercial aerospace sector, stocks like Huazhu Gaoke and Feiwo Technology saw increases of 13.87% and 12.95% respectively, while Aerospace Hanyu rose over 10% [1] - In the precious metals sector, Hunan Silver and Hunan Gold increased by 9.68% and 2.7% respectively [1] - In the smart medical field, stocks such as Kefu Medical, Guhan Medicine, and Dahu Co. rose over 6% [1]

都回来了！ 1月5日早盘，沪指涨幅扩大至1%，沪指再度突破4000点。截至午间收盘，深证成指涨近2%，创业板指涨超 2%，脑机接口、存储芯片等方向领涨，沪深京三市上涨个股超4000只。其中，涨停及涨幅超过10%的股票一 度超过130只，强势霸屏！ 那么，究竟有何利好？分析人士认为，一是全球流动性宽松格局再度显现，这一点可以从最近虚拟货币的行情 得出一些结论；二是行业板块亦有显著利好，比如涨停板最多的脑机接口利好频频发酵。 流动性似乎回来了 1月份，资金又开始干活了。过去几天时间，比特币从8.7万美元涨至今天的9.3万美元，以太坊亦接近3200美 元，虚拟货币市场全线上涨。这便是全球流动性好转的显著特征。 国内方面，1月5日，Shibor短端品种多数下行。隔夜品种上行0.6BP报1.264%；7天期下行0.5BP报1.423%；14 天期下行6.1BP报1.457%；1个月期下行0.5BP报1.574%。与此同时，国债市场欲振乏力，流动性走强的同时， 风险偏好也回来了。 所以，有了股市集体走强的一幕。早盘，亚太市场全线发力，MSCI新兴市场指数涨1.1%，超过此前的历史收 盘纪录。日本和韩国的股市集体大涨。A股 ...

2026年A股开市了！首个交易日，三大指数早盘集体上涨，上证指数盘中重回4000点。盘面热点快速轮 动，脑机接口板块掀起涨停潮，倍益康"30cm"涨停，三博脑科等超20只个股涨停。保险板块表现活 跃，中国太保、新华保险盘中双双创历史新高。商业航天板块延续强势，金风科技等近20只个股封板。 此外，创新药、有色金属、游戏等板块盘中均表现积极。 您觉得哪个板块能成为2026年首周A股最热赛道？ 人脑工程板块掀涨停潮 创新药概念飙升 截至今日午间休市，沪指涨1.07%，深证成指涨1.87%，创业板指涨2.15%，沪深北三市半日成交16489 亿元，较上个交易日同期放量3240亿元。全市场超4000只个股上涨。人脑工程板块掀涨停潮，博拓生 物、熵基科技、三博脑科等10余只个股"20cm"涨停。 消息面上，埃隆·马斯克2025年12月31日在社交媒体上表示，其脑机接口公司"神经连接"（Neuralink） 将于2026年开始对脑机接口设备进行"大规模生产"，并转向"更加精简和几乎完全自动化的外科手术流 程"。（详见马斯克发声！301293，开盘"20cm"涨停） 开源证券最新研报表示，上述行业事件印证了脑机接口技术预计将 ...

Market Overview - On January 5, 2026, A-shares saw a collective rise, with the Shanghai Composite Index surpassing 4000 points, closing at 4011.45, up 1.07% [1][2] - The trading volume reached 3.82 billion shares, with a total market capitalization of 65.50 trillion [2] Sector Performance - The semiconductor, insurance, and medical device sectors experienced significant gains, while the oil and gas, and tourism sectors faced declines [3] - Brain-computer interface (BCI) concept stocks surged, leading to a "limit-up" phenomenon in several stocks [5] Key Stocks in BCI Sector - Notable BCI stocks included Xiangyu Medical, Guanhao Biological, Meihao Medical, Aipeng Medical, and Lepu Medical, all achieving a 20% limit-up [5][7] - Other stocks like Sanqi Interactive Entertainment and Innovation Medical recorded a 10% limit-up [5] Semiconductor Sector Highlights - The semiconductor sector also showed strength, with stocks like Dongwei Semiconductor and *ST Tianlong hitting the 20% limit-up [11][12] - TSMC announced it received U.S. government approval to import chip manufacturing equipment to its Nanjing facility, which is expected to boost the sector [15] Insurance Sector Insights - The insurance sector saw a rise, with Xinhua Insurance up 7.53%, China Pacific Insurance up 6.16%, and China Life Insurance up over 5% [17] - The insurance industry reported a total premium income of 57,629 billion for the first 11 months of 2025, a year-on-year increase of 7.6% [17]

今日，是2026年第一个交易日，A股开门红，上证指数高开高走突破4000点大关，科创50大涨逾4%， 盘中也一度站上1400点，深证成指、创业板指、北证50等均高开高走。超4100只个股上涨，成交呈快速 放大趋势。 盘面上，人脑工程、医药生物、芯片、航天装备等板块涨幅居前，油气开采、海南自贸、酒店餐饮、航 空机场等板块跌幅居前。 人脑工程概念飙升 人脑工程概念股早间大幅高开高走，板块指数放量飙升逾11%，创历史新高，开盘不到1小时成交就超 过前一交易日全天成交。板块内个股掀涨停潮，倍益康开盘秒速30%涨停，博拓生物、三博脑科、翔宇 医疗批量20%涨停，创新医疗、国际医学等近40股涨停或涨超10%。 | ▼指 | 名称 代码 | | 涨幅%, | 现价 | 涨跌 | 洪价 | 河价 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 920199 倍益康 | R | 29.98 | 44.96 | 10.37 | 44.96 | | | 2 | 688767 博拓生物 | K | 20.01 | 45.34 | 7.56 | 45.34 | | | ...

一、【早盘盘面回顾】 智通财经1月5日讯，市场早盘高开高走。时隔34个交易日，上证指数重回4000点，创业板指涨超2%。 沪深两市半日成交额1.64万亿，较上个交易日放量3238亿。盘面上热点快速轮动，全市场超4000只个股 上涨，其中98只个股涨停。从板块来看，脑机接口概念爆发，二十余只成分股涨停，三博脑科、美好医 疗、创新医疗、倍益康、塞力医疗涨停。商业航天概念反复活跃，中国卫通5天3板。保险板块走强，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，亚翔集成、圣晖集成涨停。下跌方面， 海南自贸概念集体大跌，海南发展跌停。截至收盘，沪指涨1.07%，深成指涨1.87%，创业板指涨 2.15%。 个股来看，今日早盘涨停数量为79家（不包括ST及未开板新股），封板率为77%，连板股数量为14家， 锋龙股份7连板，雷科防务4连板，南兴股份3连板，农心科技、利欧股份、北斗星通、友邦吊顶、王子 新材、索菱股份、中天火箭、顺控发展、城建发展、烽火通信、中国卫通2连板。 板块上，脑机接口全线爆发，博拓生物、航天长峰、倍益康、三博脑科、翔宇医疗、伟思医疗、诚益 通、爱朋医疗、创新医疗等20余股涨停。 | | | ...