芝麻AI速递：昨夜今晨财经热点要闻｜2026年2月13日

Group 1 - The A-share market is expected to revolve around two main themes in 2026: technological innovation and profit recovery amid anti-involution, with overseas expansion and domestic consumption as important supporting factors [2] - China Shenhua received approval from the CSRC for a major acquisition worth 133.598 billion yuan, marking the largest asset purchase under the simplified review process, which will enhance its business scale and profitability [2] - The U.S. labor market data showed a significant increase in non-farm employment, but concerns about data accuracy and structural unemployment issues have led to reduced market confidence and uncertainty regarding the Fed's monetary policy [3] Group 2 - The construction of a unified national electricity market in China is set to enter a new phase, with specific development goals for 2030 and 2035, aimed at improving energy efficiency and enhancing global competitiveness [3] - The rare earth sector in A-shares has seen significant price increases, driven by supply constraints and rising demand from emerging fields, with over 60% of related concept stocks expected to report improved performance [4] - Analyst Hong Hao expressed a positive outlook for A-shares in the short term, predicting that the PPI has bottomed out and the appreciation of the RMB is just beginning, which will lead to a revaluation of Chinese assets [5]