宏观策略周报：5月核心CPI同比涨幅扩大，出口同比增幅收窄

01002003004005006007000100020003000400050002023-032024-032025-03成交额(亿元)收盘价 一、资讯要闻及点评.....................................................................................................................3二、周观点...................................................................................................................................7三、市场概览...............................................................................................................................71.主要指数表现...............................................................................................................................................72.申万一级行业涨跌幅....................................................................................................................................83.两市交易额..................................................................................................................................................94.本周热点板块涨跌幅....................................................................................................................................9四、投资建议.............................................................................................................................10 2......................................................................................................................................................3......................................................................................................................................................4......................................................................................................................................................6....................................................................................................................................8...................................................................................................................................................9...........................................................................................................................................9...................................................................................................................................................8 ⚫ 3 4 5⚫ 6⚫⚫ 7⚫ -5.0%-4.0%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%4.0%5.0%有色金属石油石化农林牧渔传媒医药生物非银金融国防军工综合 8银行公用事业交通运输纺织服饰钢铁基础化工社会服务轻工制造电力设备通信汽车煤炭机械设备环保美容护理建筑装饰商贸零售房地产电子计算机建筑材料家用电器食品饮料 050010001500200025003000350040004500 10 11