A股異動丨個別港口股逆勢走強 BDI指數連漲港口受益
格隆匯3月4日丨個別港口股逆勢走強,其中錦州港(600190.SH)接近漲停,南京港(002040.SZ)漲5%。波羅的海BDI指數2月10日至2月28日,連續14個交易日,累計漲幅近30%,利好港口股。國泰君安證券指出,疫情過去後,港口吞吐量仍將回升;基建刺激政策和外部環境改善,有望帶來板塊投資機會;偏寬鬆的貨幣環境,提供了板塊投資的良好條件。港口股的上漲主要是估值變化驅動的,而短期估值提升主要由主題投資機會催化。2020年的疫情導致基建開工普遍延後,開工後可能出現趕工現象,港口具備投資的基本面支持。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.