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A股異動 | 基建股繼續走強 多隻個股漲停
格隆匯2月8日丨昨日掀漲停潮的基建股今日繼續走強,華藍集團大漲18%,此前一度20CM漲停;宏潤建設、中巖大地、浙江建投漲停,設研院、浙江交科、山東路橋、重慶建工等跟漲。多方正加緊繪製新一輪“新基建”規劃圖。包括工信部、國家發改委等多部門明確將適度超前部署5G、數據中心等新型基礎設施建設。包括上海、福建、湖南等20多個省(區、市)明確了2022年5G、數據中心等建設計劃,並提出進一步發揮5G等“新基建”的規模效應和帶動作用,打造經濟增長重要引擎。此外,1月以來,地方兩會密集召開。着眼於穩經濟,重點發力穩投資成為地方兩會一大共同特徵,多地將“着力擴大有效投資”作為今年的首要任務。不少業內人士預計,今年上半年基建項目將加快落地,基建投資有望提速。

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