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《大行報告》摩通對內地基建相關行業基本面維持正面看法 首選中國建築國際(03311.HK)、中鐵(00390.HK)、時代電氣(03898.HK)及濰柴(02338.HK)等
摩根大通發表報告指,由於內地放寬疫情相關管控,上海亦正式解除封鎖,主要投資者焦點已轉至基礎經濟活動反彈,在持續資金輪動並重回增長板塊下,導致基建相關股份出現沽售。 不過,該行認為內地為解決資金限制問題,加快推進基礎設施建設,包括進一步擴大基礎設施REIT和建立可負擔房屋REIT;發行鐵路建設債券;及為國有政策性銀行增加資金以紓緩經濟壓力。 因此摩通對內地基建相關行業基本面維持正面看法,行業首選中國建築國際(03311.HK)、中鐵(00390.HK)、時代電氣(03898.HK)及濰柴動力(02338.HK)。
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