截至2026年1月5日 14:14，中证全指医疗保健设备与服务指数(H30178)上涨5.00%，样本股博拓生物 (688767)上涨20.01%，赛诺医疗(688108)上涨20.01%，三博脑科(301293)上涨20.01%，迈普医学 (301033)，美好医疗(301363)等个股均上涨。 近日，马斯克在社交媒体上表示，他的脑机接口公司Neuralink今年将开启"大规模量产"，推进全自动化 外科手术流程，让曾经的科幻黑科技正式迈入量产时代。据科普中国介绍，脑机接口是指在大脑与设备 之间建立直接连接，实现大脑与外部世界的信息交换与控制。这一技术让人们用意念操控设备成为可 能。 开源证券认为，脑机接口行业正处于技术突破、政策支持、机器人生态协同预期等多重因素驱动下的高 增蓄势期，根据Precedence Research数据，预计到2034年全球脑机接口市场规模将增长到约124亿美元， 2025-2034年CAGR为17%。在近期Neuralink规模化量产预期和技术突破的催化下，A股脑机接口相关标 的也有望受益。 国开证券指出，近期医药板块整体热点和活跃度相对较低，脑机接口领域相关进展市场关注度提升。 ...

Core Viewpoint - The healthcare equipment and services sector is experiencing a significant boost, driven by policy support for AI in healthcare, with notable stock price increases among key companies in the industry [1] Group 1: Market Performance - As of August 7, 2025, the CSI All Index for Healthcare Equipment and Services (H30178) rose over 2%, currently up by 1.00% [1] - Key stocks such as Diedeman (300289) increased by 20.02%, Sainuo Medical (688108) by 20.01%, and Zhonghong Medical (300981) by 19.99% [1] Group 2: Policy Support - The State Council's executive meeting approved the "Artificial Intelligence+" action plan on July 31, indicating strong and clear policy support for AI applications in healthcare [1] - The AI applications in healthcare, particularly in AI pathology diagnosis, AI imaging, and AI pharmaceuticals, are expected to accelerate their commercialization process [1] Group 3: Industry Initiatives - On August 1, the National Healthcare Security Administration held a press conference to introduce the "Inviting Talents to Assist Medical Innovation" 2025 National Smart Healthcare Competition, marking the official launch of the competition [1] - The CCB CSI All Index for Healthcare Equipment and Services ETF (159891) closely tracks the CSI All Index for Healthcare Equipment and Services, reflecting the overall performance of listed companies in the healthcare sector [1]