宏观策略周报：DeepSeek带动中国科技股重估，美国加征关税落地

投资要点 ➢ ➢ ➢ 一、资讯要闻及点评.....................................................................................................................3二、市场概览...............................................................................................................................61.主要指数表现...............................................................................................................................................62.申万一级行业涨跌幅....................................................................................................................................73.两市交易额..................................................................................................................................................84.本周热点板块涨跌幅....................................................................................................................................8三、投资建议...............................................................................................................................9 .............................................................................................................................4......................................................................................................................................................5......................................................................................................................................................6....................................................................................................................................7...................................................................................................................................................8...........................................................................................................................................8 ...................................................................................................................................................7 ⚫ ⚫ ⚫ ⚫ ⚫