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機械股再度集體大漲:三一重工創逾3個月新高,濰柴動力創近5個月新高
格隆匯8月9日丨近期持續反彈的重型機械股今日再度集體走強。其中,中聯重科漲超6%創逾1個月新高;三一重工漲超6%創逾3個月新高,濰柴動力漲超5%創近5個月新高。港股中聯重科漲超7%,中國龍工漲超2%,三一國際漲近2%。招銀國際發研報指,近期內地監管風險籠罩市場,但工程機械和重卡行業提供防守性增長機會,因爲獲中國政策支持,配合於全球提升市佔率的戰略目標,而且7月底召開的政治局會議明確提出要加快地方政府專項債發行進度,及加快推進十四五規劃重大工程。

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