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國務院會議提出加快新基建建設和減免稅收,關注5G和旅遊等板塊

央廣報道,中國總理李克強週一召開國務院常務會議,指出加快新型基礎設施等建設,擴大有效投資,同時對餐飲、零售、旅遊、交通、客運等特殊困難行業,加大階段性稅收減免。受此消息影響,新基建、旅遊等板塊或有異動。

股票關注

  • 新基建中的5G:中興通訊(000063 CH)、烽火通信(600498 CH)、長飛光纖(6869 HK)等
    • 特高壓:國電南瑞(600406 CH)、思源電氣(002028 CH)、 特變電工(600089 CH)等
    • 充電樁:許繼電氣(000400 CH)、萬馬股份(002276 CH)、中恆電氣(002364 CH)等
  • 餐飲:海底撈(6862 HK)、九毛九(9922 HK)、呷哺呷哺(520 HK)等
  • 旅遊:西藏旅遊(600749 CH)、黃山旅遊(600054 CH)、中青旅(600138 CH)、黃山旅遊(600054 CH )、西安旅遊(000610 CH )等
  • 航空:中國東航(600115 CH)、中國國航(601111 CH)、 南方航空(600029 CH)、吉祥航空(603885 CH)等
    • 港股:中國國航(753 HK)、中國東航(670 HK)、南方航空(1055 HK)等

來源:彭博

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