@枯藤樹下月:
最近彭博報(bao)告中(zhong)國(guo)將推出2.3萬億美元基建(jian)投資計劃,疊加當前環(huan)境(jing)下(xia)穩增(zeng)長系列預期舉措,使(shi)得各省(sheng)基建(jian)題材持續發(fa)酵。目前看(kan)(kan)中(zhong)國(guo)中(zhong)鐵一(yi)季度經營數據是大超預期的,從(cong)中(zhong)鐵各業務類型(xing)拆(chai)解看(kan)(kan),公路、市政(zheng)、勘察設計等增(zeng)速均在100%+,也暗含基建(jian)在這(zhe)個(ge)領(ling)域增(zeng)速會(hui)更高。看(kan)(kan)今年各省(sheng)年度計劃投資額平(ping)均同(tong)比(bi)增(zeng)長10%+,公布
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