【财通建筑周报20251020】 “高切低”风格转换下建筑板块如何布局

财通建筑建材
Oct 20

重要提示本微信号推送的内容仅面向财通证券客户中符合《证券期货投资者适当性管理办法》规定的专业投资者。本微信号建设受限于难以设置访问权限,为避免不当使用所载内容可能带来的风险,若您并非专业投资者,请勿订阅、转载或使用本微信号的信息。核心观点前3季度基建投资趋弱,年底工作量改善尚需等待。从资金到位情况来看,截至10月19日专项债已发行3.7万亿元,同比增长2.01%。但受政府化债和保民生等影响,专项债...

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