宏观策略周报：前三季度国内GDP同比增长4.8pct，2024金融街论坛年会在京举行

4500 4000 3500 3000 2500 2000 1500 1000 500 0 2023-03 700 600 500 400 300 200 100 0 2024-03 成交额(亿元) 收盘价 投资要点     请阅读最后评级说明和重要声明 一、资讯要闻3 二、周观点9 三、市场概览11 1.主要指数表现11 2.申万一级行业涨跌幅11 3.两市交易额12 4.本周热点板块涨跌幅12 四、投资建议14 ....................................................................................................................................................3 ...........................................................................................................................................6 ................................................................................................................................7 ......................................................................................................................................9 .....................................................................................................................10 ..................................................................................................................................12 .................................................................................................................................................12 .........................................................................................................................................13 .................................................................................................................................................11 2            计算机传媒 国防军工 银行建筑装饰建筑材料社会服务房地产环保 电子机械设备 通信钢铁 有色金属纺织服饰轻工制造 综合交通运输基础化工公用事业 汽车农林牧渔非银金融 煤炭商贸零售家用电器医药生物电力设备石油石化美容护理食品饮料 2023-03 2023-04 2023-05 2023-06 2023-07 2023-08 2023-09 2023-10 2023-11 2023-12 2024-01 2024-02 2024-03 2024-04 2024-05 2024-06 2024-07 2024-08 2024-09 2024-10 8.0% 6.0% 4.0% 2.0% 0.0% -2.0% -4.0% -6.0% -8.0% 4500 4000 3500 3000 2500 2000 1500 1000 500 0 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 两市成交额(亿元) 沪深300收盘价 12