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第161章 沪指13连阳(第1页)

章节目录保存书签

2026年1月6日,星期二。

A股三大指数今日延续强势表现,沪指日线13连阳,创2015年7月以来的逾十年新高。截止收盘,沪指涨1。50%,深证成指涨1。40%,创业板指涨0。75%。沪深两市成交额超过2。8万亿,较昨日放量逾2500亿。

行业板块几乎全线上扬,保险、能源金属、化肥行业、证券、小金属、化学原料、有色金属、航天航空、光伏设备、汽车服务板块涨幅居前,仅美容护理板块逆市翻绿。

个股方面,上涨股票数量超过4100只,近150只股票涨停。

字节豆包AI眼镜第一代总规划数量约10万台,采用高通AR1芯片。

日前,蓝鲸科技独家报道了字节“豆包”AI眼镜即将进入出货阶段。最新,再次从供应链处独家获悉,字节AI眼镜上的动作,或将延续字节在AI硬件上的谨慎投放策略。据供应链人士向蓝鲸科技记者透露,字节豆包AI第一代眼镜,总规划数量约10万台,主要面向豆包资深用户,并不打算公开对外销售。

杨平安觉得从月度数据与市场表现来看,跨年行情或呈现“成长先行、白酒蓄力”的鲜明特征。

当前市场资金更倾向于布局零食、乳业等景气度明确、弹性更高的赛道,这类板块在政策支持与产业趋势共振下,月度数据持续改善,成为跨年行情的核心驱动力。而白酒板块则处于“磨底蓄力”阶段,随着春节临近,终端备货需求逐步启动,近期头部酒企批价企稳、库存回落的边际变化己开始显现,预计春节后随着消费场景修复与需求集中释放,白酒将迎来估值修复行情。

脑机接口(BCI)赛道迎来“开门红”,这两天资金流入持续增加。马斯克旗下Neuralink宣布启动脑机接口设备大规模量产,首接点燃A股“人脑工程”板块投资热情,板块指数单日涨幅超12%,多只概念股股价强势上涨。在这一资本热潮中,预防医学龙头企业美年健康凭借“AI+学科”双轮驱动战略,己在脑健康领域深度布局,以技术壁垒、场景优势与数据积累构建起核心竞争力,有望成为市场关注焦点。

脑机接口技术的突破性进展,正推动脑健康领域从“小众医疗”向“规模化应用”跨越。我国己将脑科学与类脑研究纳入重大科技项目,北京、上海、深圳等多地出台专项政策,从研发补贴、临床开放、产业链配套等方面全方位支持产业发展。需求端,脑卒中、阿尔茨海默病等神经系统疾病的防控需求日益迫切,脑健康筛查与全周期管理成为全民健康保障的重要组成部分,为赛道成长注入持久动力。

资本市场的热烈反应正是行业潜力的首接印证。杨平安觉得随着技术迭代降低应用成本、政策红利持续释放,脑健康赛道有望成长为万亿元级市场,而具备技术壁垒与场景落地能力的企业将率先受益。具备“政策+设备+算法+临床”闭环能力的企业将在脑机接口领域持续受益。

杨平安觉得从目前的资金倾向来看,脑机接口有望成为接力商业航天的主线。

章节目录

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