Market Overview - The Shanghai Composite Index has reached a new ten-year high, surpassing the previous peak of 4034.08 points, closing at 4054.30 with a gain of 0.77% [4][5] - A total of over 4000 stocks rose in the market, indicating a broad-based rally [2] Sector Performance - Non-bank financial stocks, often seen as the "flag bearers" of the bull market, have shown significant gains, with stocks like Huayin Securities and Huatai Securities hitting their daily limits [12][13] - The semiconductor sector and precious metals have also performed well, while some concepts like optical modules and optical communication have seen pullbacks [5][6] Brain-Computer Interface Sector - The brain-computer interface concept stocks have remained active, with companies like Aipeng Medical and Xiangyu Medical hitting their daily limits with gains of 20% [9][10] - Neuralink's announcement of large-scale production of brain-computer interface devices by 2026 has been highlighted as a significant milestone for the AI industry, indicating a shift towards human-machine symbiosis [11] Stock Highlights - Notable stock performances include: - Aipeng Medical (300753) at 39.96, up 20.00% - Xiangyu Medical (688626) at 87.12, up 20.00% - Meihua Medical (301363) at 34.63, up 19.99% [10] - In the software trading sector, stocks like Zhinanzhen and Tonghuashun have surged over 8% [15][16] Summary of Key Stocks - Huayin Securities (002945) rose to 17.84, up 9.99% - Huatai Securities (601688) increased to 25.33, up 4.02% - Zhinanzhen (300803) reached 147.06, up 8.35% [14][16]

1月6日盘中科创板股伟思医疗涨停，截至09:54，股价报69.70元，成交5.86亿元，换手率9.06%，振幅 10.00%。 科创板个股中，截至发稿上涨的有405只，下跌的有190只，涨停的有伟思医疗、翔宇医疗等，跌幅居前 的有新光光电、华曙高科、兴图新科等，分别下跌8.64%、8.30%、5.50%。 资金面上，伟思医疗上一交易日主力资金净流入7765.42万元，近5日净流入8384.72万元。 融资融券数据显示，该股最新（1月5日）两融余额为2.02亿元，其中，融资余额为2.02亿元，较上一个 交易日增加2034.02万元，增幅为11.21%；融券余额为15.10万元，较上一个交易日增加5.42万元，增幅 为56.00%。近10日两融余额合计增加2458.46万元，增幅为13.87%，其间融资余额增长13.89%，融券余 额下降7.01%。 从机构评级来看，近一个月该股获1家机构买入评级。12月25日西部证券发布的研报给予公司增持评 级。 （文章来源：证券时报网） ...

来源：市场资讯 交易所数据显示，截至9时51分，伟思医疗涨幅为20.01%，已连续2个交易日涨停。最新价69.70元，总 市值66.75亿元，封板资金1.73亿元，成交额5.86亿元，换手率9.06%。 声明：本内容由AI生成，数据资料来自于交易所及第三方公开信息，仅供参考，不构成投资建议。 市场炒作伟思医疗的核心逻辑围绕脑机接口概念展开，公司在非侵入式脑机接口领域拥有丰富的产品与 技术储备，涵盖脑电信号采集、干扰校正、传输解析、机器学习算法及非侵入式电极等核心技术，构建 了"诊断—治疗—康复"全周期的闭环神经康复体系。 消息面上，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、全功能脑机接口产品，成功完成首例临床试验。马斯克旗下Neuralink将于2026年启动脑机 接口设备的大规模生产，并推进几乎完全自动化的手术方案。OpenAI首席执行官Sam Altman支持的 Merge Labs正分拆独立，主攻利用超声波读取脑部活动的新技术路线。脑机接口已被列为中国"十五 五"规划明确布局的未来产业，国家医保局发文要求做好脑机接口等创新医用耗材产品申报赋码工作， 国 ...

Core Viewpoint - The medical ETF (512170) has shown significant performance, with a daily increase of over 5% and reaching a 20-day high, indicating strong market interest and potential growth in the healthcare sector [1]. Group 1: ETF Performance - The medical ETF opened high on January 6 and saw a peak increase of over 1%, with a trading volume exceeding 350 million yuan [1]. - The ETF has recorded five consecutive days of gains, reflecting a robust upward trend in the healthcare sector [1]. Group 2: Component Stocks - Brain-computer interface stocks, specifically Sanbo Brain Science and Meihua Medical, both hit the daily limit up of 20%, marking two consecutive days of gains [1]. - Conversely, the CXO sector experienced a pullback, with Tigermed seeing a decline of over 1% [1]. Group 3: Market Insights - Tesla CEO Elon Musk announced that Neuralink plans to start large-scale production of brain-computer interface devices in 2026, which could accelerate the commercialization of this technology [2]. - The National Medical Products Administration of China held a meeting to expedite the review and approval of related medical devices, indicating regulatory support for the industry [2]. Group 4: Industry Outlook - CITIC Securities highlighted that China's brain-computer interface technology is relatively advanced globally, which may lead to the emergence of leading companies in this field and enhance valuations in the secondary market [3]. - Zhongtai Securities noted a potential rebound in the pharmaceutical sector after four years of decline, driven by the realization of innovative drug export logic and industry recovery due to policy reforms [3].

1月6日盘中科创板股翔宇医疗涨停，截至09:34，股价报87.12元，成交4.86亿元，换手率3.55%，振幅 6.97%。 融资融券数据显示，该股最新（1月5日）两融余额为2.06亿元，其中，融资余额为2.05亿元，较上一个 交易日增加1088.40万元，增幅为5.60%；融券余额为45.74万元，较上一个交易日增加7.62万元，增幅为 20.00%。近10日两融余额合计增加3433.94万元，增幅为20.05%，其间融资余额增长20.01%，融券余额 增长42.10%。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的有389只，下跌的有198只，涨幅居前的有翔宇医疗、高测股份、伟思医 疗等，分别上涨20.00%、16.73%、16.60%，跌幅居前的有新光光电、兴图新科、源杰科技等，分别下 跌8.91%、5.47%、5.30%。 资金面上，翔宇医疗上一交易日主力资金净流入7339.93万元，近5日净流入1.29亿元。 ...

Core Insights - The medical device sector is experiencing a strong upward trend, with the CSI All Index Medical Device Index rising by 1.25% and significant gains in key stocks such as Meihua Medical and Xiangyu Medical reaching the daily limit of 20% [1] - Neuralink, owned by Elon Musk, plans to begin large-scale production of brain-machine interface devices in 2026, aiming for a streamlined and automated surgical process, with the goal of helping paralyzed individuals regain full body function [1] - The brain-machine interface has been included in China's 14th Five-Year Plan, with specific targets set for technological breakthroughs by 2027 and industry strength to rank among the world's top by 2030 [1] Industry Developments - Domestic high-end medical device market share is increasing, with over 70% penetration of domestic DR and ultrasound diagnostic equipment in grassroots medical institutions, and rising application rates of high-end CT and MRI in tertiary hospitals [2] - The brain-machine interface industry is expected to enter a growth phase due to policy support, accelerating the transition from research to commercialization [2] - The brain-machine interface market is projected to grow at a CAGR of 17% from 2025 to 2034, reaching an estimated market size of $12.4 billion by 2034 [2] ETF Insights - The medical device ETF (159883) has the highest exposure to brain-machine interfaces, accounting for over 23% of its holdings, and is the largest ETF focused on the medical device sector [3] - The Hong Kong medical ETF (159366) tracks the CSI Hong Kong Stock Connect Medical Theme Index, providing access to high-quality assets in the medical device and biotechnology sectors [3] - Both ETFs are positioned to benefit from the growth in domestic innovation, export acceleration, and new technology advancements in the medical device industry [3]

Core Insights - The medical device sector is experiencing a strong upward trend, with the CSI All Index Medical Device Index rising by 1.25% and significant gains in key stocks such as Meihua Medical and Xiangyu Medical [1] - Neuralink, owned by Elon Musk, plans to begin large-scale production of brain-machine interface devices in 2026, aiming for a streamlined and automated surgical process [1] - The brain-machine interface has been included in China's 14th Five-Year Plan, with specific goals for technological breakthroughs by 2027 and industry strength by 2030 [1] Market Performance - The medical device ETF (159883) has seen a 1.16% increase, with net subscriptions exceeding 400 million units [1] - The latest net inflow into the medical device ETF is 274 million yuan [1] Industry Developments - Domestic high-end medical device market share is increasing, with over 70% penetration of domestic DR and ultrasound diagnostic equipment in grassroots medical institutions [2] - The brain-machine interface industry is expected to enter a growth phase, transitioning from research to commercialization, supported by policy and technological advancements [2] - The brain-machine interface market is projected to grow at a CAGR of 17% from 2025 to 2034, reaching an estimated $12.4 billion by 2034 [2] ETF Insights - The medical device ETF (159883) has the highest brain-machine interface content in the market, accounting for over 23% of its holdings, and focuses on innovative domestic companies [3] - The Hong Kong medical ETF (159366) tracks a medical theme index, providing exposure to high-quality assets in the medical device sector, including minimally invasive brain science and robotics [3]

据交易所数据显示， 爱朋医疗连续两个交易日涨停，晋级2连板。该股今日于9时31分封涨停，成交额 5.59亿元，换手率16.20%。金融界App AI线索挖掘：近期 脑机接口概念相关技术突破消息引发市场关 注，国内首款内置电池的全植入全无线全功能脑机接口产品完成首例临床试验；同时有关部门明确推动 脑机接口等领域成为新的经济增长点，行业发展预期得到提升，相关概念股受到市场关注。 风险提 示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容 不构成投资建议。） ...

Group 1 - The medical ETF (512170) opened high on January 6, rising over 1% and reaching a 20-day high, with real-time transaction volume exceeding 350 million yuan. The ETF recorded a daily increase of over 5%, marking five consecutive days of gains [1][5] - Brain-computer interface stocks, including Sanbo Brain Science and Meihua Medical, both hit the 20% daily limit up, achieving two consecutive boards. Conversely, the CXO sector saw a pullback, with Tigermed falling over 1% [1][5] Group 2 - On January 5, 2026, Elon Musk announced that Neuralink plans to start large-scale production of brain-computer interface devices, advancing the commercialization of the technology. Concurrently, the National Medical Products Administration held a meeting to expedite the review and approval of related medical devices [3][6] - According to CITIC Securities, China's brain-computer interface technology is relatively advanced globally, with potential to cultivate leading companies in the sector. This could enhance the valuations of related listed companies in the secondary market and stimulate financing in the primary market, creating a synergy between capital and industry development [7] - Zhongtai Securities noted that the pharmaceutical sector is expected to rebound in 2025 after four consecutive years of decline, driven by the realization of innovative drug export logic and industry recovery post-policy reform. Certain areas of the medical device sector may also see a reversal of difficulties [7]

北京商报讯（记者 丁宁）1月6日，延续前一交易日大涨走势，人脑工程板块涨幅明显。 具体来看，三博脑科、美好医疗开盘"20cm"涨停，爱朋医疗、翔宇医疗等高开超10%。 ...