医疗器械行业周报

中信建投证券01-11

核心观点：本周脑机接口板块迎来新年开门红，多只个股持续大涨，脑机接口板块的科技属性正在被认可，越来越多的资金关注和投资脑机接口相关公司；本周OpenAI推出ChatGPT Health模块，AI医疗相关公司大涨，建议关注AI医疗在toC端健康管理和AI医生等方面的落地加速趋势，以及AI+家用器械相关产品的商业化进展。建议2026年加配医疗器械板块，板块主要投资机会来自业绩复苏、出海、脑机接口、AI...

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