金融数据开门红，国产AI密集炸场｜一周热点回顾

Economic Indicators - In January, the Consumer Price Index (CPI) increased by 0.2% month-on-month and year-on-year, with the annual growth rate dropping by 0.6 percentage points compared to December [2] - The core CPI, excluding food and energy, rose by 0.8% year-on-year, marking the highest increase in six months [2] - The Producer Price Index (PPI) increased by 0.4% month-on-month, continuing a four-month upward trend, with the growth rate expanding by 0.2 percentage points from the previous month [2] Monetary Policy - As of the end of January, the broad money supply (M2) reached 347.19 trillion yuan, growing by 9% year-on-year, exceeding market expectations [4] - The total social financing stock was 449.11 trillion yuan, with an annual growth rate of 8.2%, indicating a stable growth in credit [4] - The central bank plans to maintain a moderately loose monetary policy, utilizing various tools to ensure ample liquidity and relatively loose financing conditions [4] Internet Platform Regulation - The State Administration for Market Regulation released the "Antitrust Compliance Guidelines for Internet Platforms," outlining four categories of antitrust risks and providing examples of potential violations [5][6] - The guidelines serve as a non-binding action guide for platforms, aiming to promote fair competition and transparency in the industry [6] AI Industry Developments - Major Chinese companies like ByteDance and Alibaba have launched flagship AI models, leading to significant market enthusiasm and stock price increases [7][8] - The Seedance 2.0 model from ByteDance supports multi-modal input and has reduced video generation costs significantly, showcasing advancements in video generation technology [7] - The release of these models indicates a competitive push in the AI sector, with potential implications for global AI market dynamics [8] Low-altitude Economy Policies - A series of policy documents supporting the low-altitude economy were released, aiming to enhance infrastructure and insurance services by 2027 [9][10] - The policies are expected to facilitate the growth of the low-altitude economy, transitioning it towards a more systematic and standardized development phase [10] Pharmaceutical Regulation - The National Health Commission revised the "National Essential Medicines Directory Management Measures," establishing a rigid adjustment cycle for the essential medicines list [11] - The new measures emphasize the clinical value of drugs and aim to align the essential medicines directory with healthcare policies and practices [11]