【港股通】海螺水泥涨3.44% 机构指当前建材行业景气仍在左侧

金吾资讯
15 Jan

金吾财讯 | 海螺水泥(00914)股价反复向好,截至发稿,报20.15港元,涨3.44%,成交额9775.62万港元。消息面上,广发证券发布研报称,宽松的货币环境和积极的财政预期形成较强支撑,更多的增量政策也有望跟进,有利于后续基本面企稳,继续看好建材板块的投资机会。当前建材行业景气仍在左侧,但考虑到各板块陆续筑底,且在行业底部龙头经历了压力测试、经营韧性十足。建议关注成长性较强、估值弹性大的...

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