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港股異動丨高鐵基建股普升 中國中車升3% 中國中冶升近2%
港股高鐵基建股普遍上升,其中,中國中車升3%,中國中冶升近2%,時代電氣升1.36%,中國通號、中國中鐵跟升。消息上,招商宏觀此前研報稱,下階段可重點關注基建相關財政支出增速的回補效應,或對當前相對疲弱的基建投資增速形成顯著支撐,同時也構成上游“反內卷”需求側政策的重要部分。為完成全年支出預算,後續基建領域支出進度須有明顯加速。1-7月一般公共預算支出基建領域支出累計同比增速僅為-5%,8-12月增速中樞有望反彈至7%以上。近期高鐵基建股的利好消息,主要源於粵港澳大灣區互聯互通深化帶來的過港高鐵需求增長、新基建項目的持續推進以及設備更新與智能化轉型的政策推動。這些因素共同為板塊注入了活力。(格隆匯)

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