隔夜美元指数直线拉!国务院、国资委,重磅表态“人工智能+”!镍矿,煤炭,利好;MSCI中国指数调整
Jin Rong Jie·2026-02-12 00:12

Group 1: Artificial Intelligence and Industry Development - The State Council emphasized the need to promote AI technology innovation and industry development to enhance productivity and drive high-quality growth [1] - The State-owned Assets Supervision and Administration Commission (SASAC) held a meeting to deepen the "AI+" initiative, focusing on effective investment in computing power and fostering core technology breakthroughs [1] - The AI industry is expected to benefit from the collaboration between state-owned enterprises and the demand for AI applications in various sectors [1] Group 2: Economic Indicators and Market Reactions - The U.S. added 130,000 jobs in January, significantly exceeding the market expectation of 55,000, with the unemployment rate at 4.3% [1] - Despite the strong job growth, the labor market shows signs of downward revisions, affecting traders' expectations for Federal Reserve interest rate cuts [1] - The MSCI Asia-Pacific index reached a new high, with a 7.5% increase in January, outperforming the S&P 500 index [5] Group 3: Commodity Market Developments - WTI crude oil futures rose by 1.05% to $64.63 per barrel, while Brent crude increased by 0.87% to $69.40 per barrel [2] - The global nickel mine in Indonesia is required to cut its output significantly, reducing the ore quota by 70% to 12 million tons [2] Group 4: Corporate Developments and Innovations - Samsung Electronics is confident in its leading position in the sixth-generation high-bandwidth memory (HBM4) and plans to supply it to Nvidia soon [5][6] - The launch of the "抖省省" app by Douyin marks a shift in its local life services strategy, focusing on enhancing transaction efficiency [11] - The introduction of the Gino 1 humanoid robot by a global logistics robotics company aims to revolutionize warehouse operations [8] Group 5: Financial Market Trends - The onshore RMB closed at 6.9115 against the USD, marking a 14-point increase and reaching a new high since May 5, 2023 [5] - The Southbound capital recorded a net purchase of approximately HKD 4.816 billion, with Tencent and Zijin Gold International being the top net buyers [5]