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受惠國策中資基建股續受捧 中鐵(00390.HK)續漲半成創逾兩年半高
期結日,恆指及國指現報20,235及6,901,續升1.4%及1.7%,總成交額844億元。 受惠於國策,中資基建相關股今天延續升勢,尤其是中鐵(00390.HK)今天升破52周高位5.38元,最高見5.47元,創逾兩年半高,現報5.45元,續升4.8%,成交維持活躍達5,003萬股;中鐵A(601390.SH)升4.6%曾高見7.12元人民幣創逾52周高。 中鐵建(01186.HK)重上250天及100天線(5.14元及5.22元),最高見5.24元,現報5.22元,續升3.4%;中鐵建A(601186.SH)升3.4%曾高見8.33元人民幣。 中交建(01800.HK)承昨天重越250天線勢,今天股價進一步升破其餘四條主要平均線(4.31-4.4元),報4.52元,續升4.1%;中交建A(601800.SH)漲5.1%曾高見10.56元人民幣。此外,中車(01766.HK)升破10天線,報2.92元,續升2.1%。 建材股也普遍繼續造好,海螺水泥(00914.HK)、西部水泥(02233.HK)、山水水泥(00691.HK)及中建材(03323.HK)續升約2%-4%,後者最強報10.58元,股價三連漲。此外,重鋼(01053.HK)、中鋁(02600.HK)、江銅(00358.HK)、洛玻(01108.HK)、信義玻璃(00868.HK)、馬鋼(00323.HK)及鞍鋼(00347.HK)續漲逾1.5%-2%。 國家主席習近平日前主持中央財經委員會第十一次會議時強調,基礎設施是經濟社會發展的重要支撐,全面加強基礎設施建設構建現代化基礎設施體系要適度超前,佈局有利於引領產業發展和維護國家安全的基礎設施,同時把握好超前建設的度,引導好市場預期,講清楚政策導向和原則,穩定市場信心。
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