天风建筑建材团队继续推荐传统高股息品种及高景气细分下游龙头核心观点本周(1108-1114)建筑指数上涨0.30%，沪深300板块下跌0.16%，建筑 板块跑赢大盘0.46pct。建筑装修、园林工程、建筑设计板块涨幅靠前。当前时点，半导体洁净室、固态电池材料、建筑转型等相关标的涨幅居前。 当前时点，我们认为部分区域基建存在回暖预期，结合股息率，推荐高分红地方国企品种，同时重点挖掘高景气赛道的建筑...
Source Link天风建筑建材团队继续推荐传统高股息品种及高景气细分下游龙头核心观点本周(1108-1114)建筑指数上涨0.30%，沪深300板块下跌0.16%，建筑 板块跑赢大盘0.46pct。建筑装修、园林工程、建筑设计板块涨幅靠前。当前时点，半导体洁净室、固态电池材料、建筑转型等相关标的涨幅居前。 当前时点，我们认为部分区域基建存在回暖预期，结合股息率，推荐高分红地方国企品种，同时重点挖掘高景气赛道的建筑...
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