盘前必读丨国资委推动央企扩大算力有效投资；电力市场重磅意见发布

Group 1 - The market is experiencing a "horizontal slightly strong" trend, with a judgment that the index will continue to consolidate before the Spring Festival due to the effects of the long holiday and risk-averse behavior leading to relatively low trading activity [1][13] - The State Council emphasized the importance of advancing AI technology innovation and industry development during a recent meeting, aiming to enhance productivity and promote high-quality development [2] - The Central State-Owned Enterprises (SOEs) are urged to strengthen investment traction and expand effective investment in computing power, focusing on autonomous innovation and the application of AI technologies [2] Group 2 - The implementation opinions for a unified national electricity market system were released, aiming to establish a market where 70% of electricity consumption is traded by 2030, with a fully operational spot market and unified pricing mechanisms [3] - The State Administration for Market Regulation introduced guidelines to prevent monopolistic behaviors in public utilities, aiming to enhance fair competition and protect consumer interests [4] - The Ministry of Finance announced that certain VAT exemption policies for imported cancer and rare disease drugs will continue to be effective until the end of 2027 [4] Group 3 - China Bank will adjust the minimum purchase amount for gold accumulation products starting February 12, 2026, increasing it from 950 yuan to 1200 yuan [5] - NetEase reported a stable performance for 2025, with Q4 revenue of 27.5 billion yuan and an annual total revenue of 112.6 billion yuan, reflecting a 21% year-on-year increase in operating profit [6] - Dongfeng Group announced plans for privatization through a merger, distributing shares of Lantu and achieving the necessary conditions for the merger [6] Group 4 - Meta Platforms Inc. plans to invest over $10 billion in a data center in Lebanon, Indiana, which will support over 4,000 construction jobs and create 300 long-term positions [8] - The U.S. House of Representatives passed a resolution to terminate President Trump's punitive trade measures against Canadian goods, reflecting ongoing trade policy discussions [8] - Major technology stocks showed mixed performance, with declines in Google and Microsoft, while storage and mining sectors saw significant gains [11]