Intensively "checking in" on popular targets, institutions are actively seeking A-share opportunities at the beginning of the year

Wallstreetcn
2026.01.20 22:57

Since 2026, popular concept sectors such as brain-computer interfaces, commercial aerospace, and embodied intelligence have been actively rotating, leading to structural opportunities in the A-share market. From the path of institutional research on listed companies at the beginning of 2026, several listed companies closely related to the aforementioned popular concept sectors have become "hot commodities." The research minutes indicate that topics such as the progress of commercialization of brain-computer interface products by listed companies in 2026 and the current production capacity of commercial aerospace rocket structural components are receiving significant attention. In recent trading days, the A-share market has experienced fluctuations and adjustments, cooling down several popular concept sectors. However, industry institutions believe that under the influence of policy support, important industry events as catalysts, and continuous technological breakthroughs, investment opportunities in multiple industries such as brain-computer interfaces and satellites are still worth noting. (China Securities Journal)

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