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憧憬政策扶持 万科/海螺/金隅/中铁建/中交/中冶随A股逆市反覆升逾2%-3%
阿思达克 02-26 14:57
沪指三连吐,今天反覆跌0.99%报2,985,深成由逾四年高位回吐3%报11,496,结束连日逆市探顶强势。不过,市场憧憬人行降准,内银、内房及钢铁板块逆升0.5%-0.7%。 憧憬中央加快基建项目刺激经济及人行降准,A+H三大钢铁股、中铝(601600.SH)、海螺水泥(600585.SH)、万科(000002.SZ)、金隅(601992.SH)及北辰(601588.SH)升2.5%-5%,後两者最强报3.48元及2.93元人民币。中冶(601618.SH)更涨停报2.73元;中冶(01618.HK)也反覆升3.3%报1.56元。 此外,四大基建股中铁建(601186.SH)、中铁(601390.SH)及中车(601766.SH)涨5%-6%,分别报9.42元/5.45元/6.64元人民币;中交(601800.SH)更涨停报8.53元人民币。 於本港上市H股以万科(02202.HK)、海螺(00914.HK)、金隅(02009.HK)、中铁建(01186.HK)及中交(01800.HK)表现较好,股价逆市反覆升逾2%-3%,分别报30.65元/56元/2.24元/8.56元/5.73元。
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