《大行》花旗料基建和铁路设备股短期出现一些调整 提供更佳买入机会

阿斯达克财经
Oct 14, 2024

花旗发表报告,指国家财政部上周六(12日)举行记者会,宣布化解地方政府债务风险及稳定楼市措施。在地方政府有更多资金支付未付账及启动新项目下,应对中国基建建筑商及铁路设备供应商有正面影响。报告指,记者会没有公布处理地方债务问题的预算详情,规模料在全国人大会议通过后披露。基于已高企的市场预期,预计短期股价有一些调整,提供更佳买入机会。该行在基建建筑商中,偏好中国建筑国际(03311.HK) 多于中铁(...

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