憧憬「兩會」推刺激經濟政策 中資基建股逆市續受捧 中車屢探頂
港股繼昨天呈報復性反彈後,今天出現回吐,其中恆指及國指今早回落至20,321及6,810獲承接,曾回升至20,548及6,900,現報20,446及6,857,僅齊吐0.8%;總成交額僅848億元。
「兩會」即將召開,市場憧憬當局推大型基建項目刺激經濟,加上昨天公布建築業商務活動指數由前值56.4,急升至60.2。
中資基建股今天隨其A股逆市續受捧,尤其是中車(01766.HK)連續第二天創逾52周高,最高見3.92元創約年半高,現報3.9元,續升5.1%,成交急增至4,839萬股;中車A(601766.HK)也漲3%曾高見5.98元人民幣逾一年高。
中交(01800.HK)曾升破去年12月初所造高位4.22元,最高見4.3元,創逾八個月高,現報4.21元,續升逾4%,成交急增至5,280萬股;中交A(601800.SH)漲逾6.5%曾高見10.45元人民幣(暫受制52周高位11.16元人民幣)。
中鐵建(01186.HK)續升3.9%報5.27元創近三個月高,成交增至2,863萬股;中鐵(00390.HK)重越牛熊線(4.5元),最高見4.57元,現報4.53元,續升4.1%。
中國建築(03311.HK)及中國能源建設(03996.HK)高見9.31元及0.99元(暫受制牛熊線1元),現報9.25元及0.97元,續升逾2.5%-3%。
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