2026-01-06 15:24:26

In recent weeks, major industries have been releasing significant signals, and there are quite a few noteworthy tracks to watch.

Brain-computer interfaces are particularly hot. Elon Musk's Neuralink plans to start large-scale mass production in 2026, with surgical procedures also upgrading automation, which has made institutions very optimistic about the human-robot collaboration ecosystem—related US stocks have already risen over 32%. Domestic concept stocks like Sanbo Brain Science, Xiangyu Medical, and Chuangxin Medical are also following the trend upward.

The commercial aerospace sector is equally exciting. The national team is increasing investments and obtaining trademark approvals on multiple fronts, and Blue Arrow Aerospace has recently secured new patents. Overseas, SpaceX's lunar landing plan has been accelerated, while domestically, several new rockets are scheduled to debut in 2026, including a 5-meter reusable rocket that will have its first flight—such news is very favorable for companies like Leike Defense, China Satellite Communications, and Aerospace Development.

Consumer electronics are also active. The CES conference will be held from January 4-9 in Las Vegas, showcasing various new tech products, including both market-ready and conceptual models. Suppliers like Goertek, Luxshare Precision, and Crystal-Optech are expected to benefit.

AI applications are accelerating under the dual drive of policy and enterprise initiatives. Tencent has launched a mini-program support plan, and Beijing has initiated nine major actions to build the AI first city, aiming for the core industry scale to surpass one trillion yuan within two years. Companies like Nanxing Shares, Lio Shares, and BlueFocus are worth paying attention to.

The surge in storage chip prices has already begun. Samsung and SK Hynix increased DRAM prices by 60%-70% in Q1, affecting servers, PCs, and mobile devices. Companies such as Jiangbolong, Buwei Storage, and GigaDevice are likely to see opportunities.

Additionally, several other directions deserve attention: Alibaba's layout of the Amap World Model is preparing for open source, and related applications will be launched gradually—companies like NavInfo, SuperMap Software, and Huace Navigation are expected to benefit; ByteDance's Doubao AI glasses have entered shipment phase, and supply chain news indicates industry chain opportunities; TSMC's Nanjing plant has obtained US equipment import licenses, which requires attention for companies like Chuan Technology, Yaxiang Integration, and Shenghui Integration; breakthroughs in solid-state batteries have also occurred, with the world's first commercially viable all-solid-state battery launched, and companies like Lead Intelligent and Honggong Technology are worth tracking.

Furthermore, in the lithium mining industry chain, Tianci Materials has halted production for maintenance, and developments at Tianji Shares and Fluorine Multi are worth monitoring; green consumption policies are gaining momentum, with Jinjiang Hotels and Haier Smart Home also included in support measures. On the US stock side, the three major indices are all rising, with the Dow reaching a record high, Tesla up over 3%, and Apple experiencing a slight pullback.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

24 Likes

Reward
24
9
Repost
Share

Comment

0/400

LiquidityHunter

· 01-09 11:17

I only noticed this information gap at 2 a.m... The 32% increase has already been priced in. Now, jumping in depends on whether the liquidity depth is sufficient. The 60%-70% bid increase for DRAM is too outrageous. That's the real arbitrage opportunity—domestic manufacturers' price difference window might only be two weeks. I need to review the slippage data for the brain-computer interface concept trading pairs; it feels a bit overheated.

View OriginalReply0

BlockBargainHunter

· 01-07 23:43

Brain-computer interface has already taken off with a 32% increase. Can I still get on this wave? Feels late.

View OriginalReply0

LootboxPhobia

· 01-07 00:41

Brain-computer interface 32% surge is a bit outrageous. Is this the bottom-fishing rhythm or is it really about to take off? --- Chip prices up 60-70%? Fine, phones are going to cost more again. --- So many tracks are going crazy, feels like everyone wants to get on board... --- CES releases new products every year like this, really keeps people on the hook. --- Solid-state batteries finally commercialized? Now it's the turn for the electric vehicle show. --- Brain-computer interfaces will be mass-produced by 2026. Will it still be affordable then? Feels like a game for the wealthy anyway. --- TSMC's Nanjing plant gets the green light, this is getting interesting. --- AI's first city with a trillion-yuan goal? Just hype isn't enough. --- Tianci Materials has halted production, quietly laying out plans. --- So many tracks emerging all at once, but it doesn't seem that simple.

View OriginalReply0

OnchainDetective

· 01-06 15:54

Brain-computer interfaces, space exploration, AI... This wave of market activity is really intense, a 32% increase makes my eyes water. Storage chip prices have risen by 60-70%? How many people must be feeling the pinch on their computer wallets, but institutions probably already have their positions set. I just want to know how long this market trend will last; it feels like the hotspots are changing a bit too quickly. Has solid-state battery commercialization really happened? This time it's not just a PPT, worth paying attention to. Elon Musk is about to revolutionize again, but we have to wait until 2026. Never mind, I’ll just focus on what’s in front of me.

View OriginalReply0

BoredApeResistance

· 01-06 15:54

Brain-computer interfaces and commercial spaceflight are both taking off, but I still believe in the rise of storage chips. The 60% increase in DRAM prices is really something to pay attention to.

View OriginalReply0

DAOdreamer

· 01-06 15:51

Brain-computer interfaces and commercial spaceflight are both taking off. 2026 is really coming, it seems like both the crypto and stock markets are dreaming in sync.

View OriginalReply0

FreeMinter

· 01-06 15:51

The 32% increase in brain-computer interfaces... Is this really the wave coming or just another group of bagholders? --- In the past few days at CES, keep an eye on consumer electronics. Supply chain players like Goertek and Luxshare should have some action. --- Elon Musk's large-scale mass production of Neuralink in 2026? Let's see if they can avoid delays first, haha. --- The AI trillion-dollar market is so tempting, but I'm afraid it's just hype again. Real implementation might still take two more years. --- Storage chips up 60%-70%? Is this the start of a price hike cycle? Mobile phone users might be crying. --- Are Doubao AI glasses shipping out? The industry chain is probably about to take off. Need to check the supplier list. --- Solid-state batteries have commercialized... Can this change the new energy landscape? Feels like we've heard this kind of news too many times. --- TSMC Nanjing has obtained US approval, another new story in the semiconductor sector. --- Green consumption is now supported; Jinjiang and Haier are set to benefit from this policy dividend. --- US stocks hit new highs, but Apple pulled back. This signal is a bit interesting.

View OriginalReply0

WhaleShadow

· 01-06 15:49

Elon Musk's side is set to mass-produce brain-machine interfaces by 2026, and the speed is truly impressive. Domestic concept stocks are following suit and rising, quite interesting. --- The 32% increase in brain-machine interfaces... The recent rally in US stocks is quite fierce. When will our A-shares join in? --- Storage chip prices are rising again. Samsung and SK Hynix's moves are really aggressive. Should I upgrade my PC first? --- CES starts next week, and it feels like a wave of cutting-edge technology is coming. Gree, Luxshare, and other supply chain companies need to benefit. --- Is solid-state battery commercialization really happening? If they can achieve stable mass production, the future potential is quite large. --- Beijing aims to become the AI capital, with a trillion yuan in two years? That's quite ambitious. Let's see how it finally unfolds. --- SpaceX's lunar landing is moved up, and our rockets are also in the pipeline. The commercial space sector is definitely hot this year. --- Has Doubao AI glasses shipped out? ByteDance is moving pretty quickly, and the supply chain is also benefiting. --- TSMC's Nanjing factory received import approval, which is a significant signal. --- Chips, aerospace, brain-machine interfaces... many sectors are moving. 2026 looks set to be a watershed year.

View OriginalReply0

OldLeekConfession

· 01-06 15:39

Brain-computer interfaces are joining commercial spaceflight. By 2026, this timeline is truly incredible, and it feels like the entire industry is ramping up.

View OriginalReply0