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A股異動 | 大基建板塊走強 多隻個股漲停
格隆匯2月16日丨大基建板塊走強,創業板股杭州園林2連板,浙江建投、誠邦股份、粵水電、全築股份、元成股份等多股漲停,園林股份、成都路橋、東南網架等漲幅居前。消息面上,昨日國務院常務會議強調,推進製造業強鏈補鏈,加快新型基礎設施等建設,擴大有效投資。中信證券研報指出,穩增長基調下,基建投資有望託底經濟,綜合考慮專項債及地方政府隱性債務監管等資金因素,預計全年實現6.5%增速,基礎設施REITs有望成為潛在的增量基建資金來源。基建產業鏈或將迎來基本面積極變化,當前整體板塊低估值、低配置。

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