国庆长假期间,基建央企板块受到资金追捧,股价持续走高。2024年10月7日,中国中铁盘中股价大涨10.43%,引发市场关注。
分析人士指出,此轮基建央企上涨主要受到多重利好政策的提振。近期一线城市放松了地产限购政策,同时国家发改委也将释放增量政策。在资本市场、地产和财政等方面都将出台利好措施,有望直接受益于基建和房地产投资增长。
另外,在连续调整之后,建筑央企估值已经出现明显修复。数据显示,港股在岸上市的5家建筑央企,国庆长假期间平均上涨21.5%,A股板块投资性价比显著提高。分析师表示,预计利好政策还将持续释放,看好该板块未来表现。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.