美股又回高位
上周市场多空消息交织，但美股返回历史高点。
一方面，市场对贸易战始终保持警惕，另一方面CPI数据的回升使得降息预期成为泡影。俄乌冲突现转机，PPI中的PCE价格指数的成分表现疲软，缓解了市场对通胀失控的担忧。
全周标普500指数累计上涨1.47%，道指周累涨0.55%，纳指涨2.58%。
有分析认为投资者将关税政策当作特朗普政府谈判中筹码，而非单纯的经济破坏工具。这使得关税的敏感度降低，从而减少了关税对股市的负面影响。
但高盛集团全球市场董事总经理认为美股即将面临下行压力。
本周重要事件：美联储公布1月货币政策会议纪要；阿里、百度等中概股财报来袭；马斯克宣布Grok 3大模型将发布；中国2月LPR出炉将出炉。
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