中金公司研报称，基建投资将继续成为稳增长的重要手段，预计2026年基建投资增速为4.5%。建议围绕“高股息央国企、高弹性西部基建、高景气专业工程、高需求海外市场”投资主线积极布局：看好西部基建区域性投资机会，特别是四川省基建投资高景气度；看好化债+国企改革背景下估值修复空间较大的建筑央企；制造业投资有望企稳回升，看好受益于半导体资本开支景气上行的洁净室工程；海外市场有望成为第二增长曲线，关注建筑...
Source Link中金公司研报称，基建投资将继续成为稳增长的重要手段，预计2026年基建投资增速为4.5%。建议围绕“高股息央国企、高弹性西部基建、高景气专业工程、高需求海外市场”投资主线积极布局：看好西部基建区域性投资机会，特别是四川省基建投资高景气度；看好化债+国企改革背景下估值修复空间较大的建筑央企；制造业投资有望企稳回升，看好受益于半导体资本开支景气上行的洁净室工程；海外市场有望成为第二增长曲线，关注建筑...
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