基建水泥相關股逆市續彈逾2%-4% 料內地加快基建投資項目抗衡疫情對經濟影響
繼本月中旬野村認為,中國政府可能放鬆政策刺激基建投資,從而緩解新冠肺炎疫情肆虐造成經濟影響後,穆迪也預計中央或增加基建支出,以應對經濟遭受疫情衝擊。據《經濟參考報》報道,內地一批能源、交通、5G等重點項目啟動,數萬億人民幣基建投資將加速落地。
本港基建水泥相關股今天逆市繼續反彈,尤其是海螺水泥(00914.HK)連升第二天,股價重越10天線(56.22元),最高見57.8元,現造57.35元,反覆續升逾3.3%,成交678萬股;其A股續漲3.8%曾高見56.45元人民幣。
中建材(03323.HK)重越10天線,最高見9.25元,現造9.13元,反覆續升3.2%;金隅(02009.HK)續升逾2%報2.27元,股價重越100天線(2.26元);華潤水泥(01313.HK)重越10天線(9.67元),報9.84元(即市高位),續升2.6%;西部水泥(02233.HK)反覆續升2.3%報1.33元,股價重越10天、20天及50天線(1.32元)。
四大基建股中鐵(00390.HK)、中交(01800.HK)、中車(01766.HK)及中鐵建(01186.HK)續升逾2%-4%,後者升幅最大報8.84元,股價重越100天及10天線(8.5-8.6元)。
恆指及國指分別低見26,419及10,415喘定,跌幅收窄至0.6%及0.2%,分別報26,526及10,476,總成交額528億元。
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