消息面上,建筑与工程板块当日普遍承压,同行业个股中美国舒适系统跌5.92%、Emcor Group Inc跌3.24%、广达公司跌2.54%,板块整体情绪偏弱。公司基本面方面,此前Sterling Infrastructure曾宣布将循环信贷额度扩大至15亿美元、到期日延长至2031年,并完成Stone Ridge收购以拓展电子基础设施业务,短期利好已于前几个交易日兑现。在缺乏新增利好催化的背景下,前期涨幅回吐叠加行业联动下跌共同施压股价。
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