宏观策略周报：1月全国CPI涨幅扩大，特朗普宣布对美贸易伙伴征收“对等关税”

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..................................................................................................................................................74.本周热点板块涨跌幅....................................................................................................................................8三、投资建议...............................................................................................................................9 ......................................................................................................................................................3......................................................................................................................................................4......................................................................................................................................................5...........................................................................................................................................5....................................................................................................................................7...................................................................................................................................................7...........................................................................................................................................8 ...................................................................................................................................................6 ⚫ ⚫ ⚫