Domestic News:
1. "Guidelines on Anti-Monopoly in the Public Utilities Sector" issued.
2. Yu Yuan Tan Tian: China could initiate anti-dumping and countervailing duty investigations on French wines.
3. Three departments released information on the transition of import VAT preferential policies after the implementation of the VAT Law.
4. The General Office of the State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System."
5. Premier Li Qiang emphasized during a study session the need to comprehensively promote technological innovation, industrial development, and application empowerment of artificial intelligence.
6. The State-owned Assets Supervision and Administration Commission of the State Council proposed that central enterprises should strengthen investment-driven development, actively expand effective investment in computing power, promote the coordinated development of "computing power + electricity," enhance the data governance capabilities across the entire chain, and continuously consolidate the foundation of the artificial intelligence industry.
International News:
1. Sources: Trump privately weighs whether to withdraw from the USMCA.
2. India asks refiners to consider increasing purchases of US and Venezuelan crude oil.
3. The US pressures Ukraine to hold presidential elections and a referendum on the Russia-Ukraine peace agreement this spring. 4. Trump plans to push for the operation of US coal-fired power plants to provide power support for military operations.
5. The Central Bank of Kenya joins the ranks of African countries increasing their gold reserves, planning to purchase gold to strengthen its buffer capacity.
6. The US House of Representatives narrowly rejected a motion, allowing Trump's tariff resolution to be put to a full House vote.
7. The US Congressional Budget Office projects a deficit of $1.9 trillion in 2026, roughly the same as in 2025.
8. The Central Bank of Serbia: As of the end of January, Serbia's gold reserves reached a record high of 53.08 tons.
9. Ukrainian President Zelensky: He is ready to negotiate in the US on February 17 or 18, with territorial issues being the focus of the next round of negotiations.
10. OPEC maintains its forecasts for global oil demand growth in 2026 and 2027 at 1.38 million barrels per day and 1.34 million barrels per day, respectively.
11. US Non-Farm Payrolls Report—
① US seasonally adjusted non-farm payrolls increased by 130,000 in January, far exceeding market expectations and marking the largest increase since April 2025.
② Following the release of the non-farm payrolls data, traders lowered their expectations for a Fed rate cut, causing gold and silver to briefly plunge, the dollar to surge, and non-US currencies to generally decline. The three major US stock indices opened collectively higher.
③ Trump praised the non-farm payrolls data and again urged the Fed to cut interest rates to the "lowest in the world."
④ US Labor Secretary Dremer: The January jobs report shows a strong US economy.
