大基建超20股漲停 滬指大漲80點 漲幅擴大至2.8%
格隆匯3月2日丨A股三大指數漲幅進一步擴大,滬指漲超80點,漲幅擴大至2.8%,深證成指和滬深300漲超3%,創業板指漲2.4%。基建股全線大漲,中國鐵建、中國交建、龍建股份、騰達建設、安徽建工、北新路橋、富煌鋼構、東華科技、寧波建工等超20股漲停。格隆匯平台曾在2月12日發佈深度分析文章《央媽放水,財政放水,抄底基建正當時》指出,央媽放水,財政放水,在流動性氾濫的背景下,此前滯漲的基建板塊的投資機會一定會回來。文章指出,適當挪部分資金到基建上,進可攻,今年基建大概率加碼,基建投資增速重回雙位數是大概率事件。退可守,基建股的估值都已經到了歷史低位,無論是估值角度,還是技術角度,再往下殺的可能性極低。詳情可點擊下列鏈接。
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