天风建筑建材团队安全边际角度重视低估值及高股息投资机会核心观点本周(1117-1121)建筑指数下跌5.13%,建筑板块跑输大盘2.64pct。本周大盘回调较多,房建、基建板块相对抗跌。牛市短期回调后,安全边际角度我们建议重视低估值周期方向。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相关品种,如洁净室、化工工程、矿产等方向安全边际...
Source Link天风建筑建材团队安全边际角度重视低估值及高股息投资机会核心观点本周(1117-1121)建筑指数下跌5.13%,建筑板块跑输大盘2.64pct。本周大盘回调较多,房建、基建板块相对抗跌。牛市短期回调后,安全边际角度我们建议重视低估值周期方向。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相关品种,如洁净室、化工工程、矿产等方向安全边际...
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