The #CPI数据来袭 agrees with economists' predictions that tariffs will lead to localized inflation, but the overall CPI remains constrained by weak demand and declining energy prices. Tariff-sensitive areas such as automobiles and food will experience structural price increases, but core CPI is unlikely to rebound significantly. Recommendations include:

- Domestic manufacturing benefiting from tariff protection;

- Inflation-resistant assets;

- Interest rate-sensitive sectors.

If geopolitical conflicts push up oil prices or tariff policies escalate further, the current low inflation balance may be disrupted, necessitating dynamic adjustments to the forecasting model.