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港股異動 | 多重利好疊加,港股基建板塊大漲
格隆匯1月7日丨港股基建板塊大漲,建築材料板塊漲幅居前,鋼鐵、重機械等板塊大漲靠前。個股方面,中國建材、重慶鋼鐵漲7%、中國中鐵漲5%,中國鐵建、中國中冶漲約4%。消息面上,發改委指適度超前開展基礎設施投資。此外,初步統計,四川、浙江、河南、上海浦東等多地舉行重大項目集中開工儀式,亦有多地在歲末年終公佈了新一年重點項目投資規模,重點佈局基建和新興產業。中信證券預計一季度基建投資將實現7%左右的高個位數的增長,全年基建增速也將有6.5%左右的亮眼表現,顯著高於去年同期和全年增長(剔除基數)。
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