在港股近期波动加剧的情况下,投资者正寻求更具防御性的板块。今日,中国交通建设股份大涨5.15%,引发市场关注。
分析人士指出,中国交通建设作为基建板块龙头之一,受益于政府日前力挺基建投资的利好政策。国家发改委表示,2025年将继续发行超长期特别国债,同时提前下达明年1,000亿元中央预算内投资计划和1,000亿元"两重"建设项目清单,支持地方加快基建前期工作。
作为业内领军企业,中国交通建设专注于基础设施建设业务,预计将从政策利好中获得直接利益。在经济不确定性较高、市场波动加剧的背景下,优质基建股凭借其较强的防御性和估值优势受到资金青睐,体现在股价上的表现亦较为突出。
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.