港股異動 | 高鐵基建股爆發 中國鐵建(1186.HK)上揚8%領漲
格隆匯11月11日丨港股高鐵基建股全線大漲,中鐵建大漲8%領銜上漲,中交建、中國中鐵、中國中車均升超4%。A股中鐵建、中國中鐵、中國中車均有漲幅。小摩指出,目前四家基建商給予的指引都相對正面,受惠於政府在第四季和明年的基建投資預算穩健支持,而過去受到應對疫情的影響,加上明年是十四五規劃的首年,相信城市化相關的建設將是主要的投資範圍。未來持續的資金支持將是市場關心的重點。小摩對四大基建股的偏好排序依次為中鐵、中國建築、中國鐵建和中交建。另外,日前國資委在中國鐵建召開座談會,強調加快建設世界一流綜合性建築企業。

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