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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325652396">華泰證券:「雅下」催化引關注 低估值、高股息 基建股 迎估值修復</a>
							
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								<a name='news_summary' class="minitext">華泰證券研報表示，雅魯藏布江下游水電工程開工引發市場高度關注，基建股一方面由於受益需求提振獲得直接利好，另一方面，低配置、低估值、化債、「反內卷」等此前市場階段性忽視因素重</a>
							
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							<a name='news_doc_date' class="google-green-minitext">2025-07-24T08:</a>&nbsp;&nbsp;
							<a  name='news_tag0'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1552' >&nbsp;Infra&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325652401">傳統 基建 行業或迎來估值修復 融資客出手加倉6只低PE績優股</a>
							
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								<a name='news_summary' class="minitext">據數據寶統計,截至7月23日收盤,7月以來上述68只業績預增的基建股平均上漲15.82%。其中柳鋼股份、盛和資源、華新水泥、三和管樁、中材科技、北方稀土累計漲幅均超40%;柳鋼股份累計漲121</a>
							
							<br>
							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag1'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1552' >&nbsp;Infra&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325652399">尾盤突發,601868跳水!三大 基建 行業「反內卷」將有新動作,融資客...</a>
							
								<br>
								<a name='news_summary' class="minitext">據數據寶統計，截至7月23日收盤，7月以來上述 68只業績預增的基建股平均上漲15.82%。其中柳鋼股份、盛和資源、華新水泥、三和管樁、中材科技、北方稀土累計漲幅均超40%；柳鋼股份累計漲</a>
							
							<br>
							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag2'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1552' >&nbsp;Infra&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325652279">Meme股熱潮再現? 巴克萊 拉響「泡沫警報」:市場情緒過度高漲</a>
							
								<br>
								<a name='news_summary' class="minitext">Meme股熱潮再現？巴克萊拉響「泡沫警報」：市場情緒過度高漲 智通財經獲悉，巴克萊表示，是時候為推動科爾百貨(KSS.US)、Opendoor Technologies(OPEN.US)等公司股價暴漲的meme股熱潮踩</a>
							
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							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag3'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=51' >&nbsp;巴克莱&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325647343">港股 收評: 恆指 漲1.62%續創近4年新高,科技、金融領漲,反內卷板塊回調</a>
							
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								<a name='news_summary' class="minitext">今日,南向資金淨賣出 13.2 億港元,其中港股通(滬)淨賣出 9.28 億港元,港股通(深)淨賣出 3.92 億港元。 展望未來,中金認為,港股較低籌碼 + 政策催化帶來可觀交易行情,但持續性要觀察:1)</a>
							
							<br>
							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag4'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1557' >&nbsp;Stock&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325647294">港股收評:恆指漲1.62%站上25500點,科技與金融領漲大市, 基建 類股...</a>
							
								<br>
								<a name='news_summary' class="minitext">另一方面，此前連續上漲的雅下水電概念相關板塊集體回調，電力股、建材水泥股跌幅明顯，其中，山水水泥跌超13%，東方電氣跌超10%，重型機械股、高鐵基建股集體低迷，光伏股、軍工股、稀</a>
							
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							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag5'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1557' >&nbsp;Stock&nbsp;</a>
<a  name='news_tag5'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1552' >&nbsp;Infra&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325636716">巴克萊: 歐元 區7月通脹料下降</a>
							
								<br>
								<a name='news_summary' class="minitext">巴克萊：歐元區7月通脹料下降 來源：格隆匯APP 格隆匯7月23日｜巴克萊研究部分析師BalduinBippus和MarkCusBabic在一份報告中指出，歐元區本月通脹水平可能會回落。6月份，歐元區整體年通脹率小幅上升至歐洲央行的目標水平2.0%，此前5月一度低於該水平。但兩位分析師預</a>
							
							<br>
							<a name='news_doc_date' class="google-green-minitext">2025-07-23T16:</a>&nbsp;&nbsp;
							<a  name='news_tag6'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=51' >&nbsp;巴克莱&nbsp;</a>
<a  name='news_tag6'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1814' >&nbsp;EURO&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325654980">新興市場債爆火,與 美債 利差逼近2007年低點!</a>
							
								<br>
								<a name='news_summary' class="minitext">新興市場債爆火,與美債利差逼近2007年低點! 隨著傳統避險資產美債的吸引力下降,投資者正大舉湧入新興市場債券,推動高評級新興市場政府和企業債相對於美債的利差降至金融危機以來的最低水平。 最新數據顯示,投資級新興市場國家債券較美債的溢價已降至 1.04 個百分點,企</a>
							
							<br>
							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag7'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1366' >&nbsp;US Bonds&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325646816">商務部 :努力將海南自貿港打造成為引領我國新時代對外開放的重要門戶</a>
							
								<br>
								<a name='news_summary' class="minitext">商務部支持海南自貿港建設的同時,還推動設立了全島自貿試驗區、全島跨境電子商務綜合試驗區、服務業擴大開放綜合試點等開放平台,與海南省共同辦好中國國際消費品博覽會。將繼續支持海南做強各類開放平台,持續放大「1+1>2」的疊加效應,更好釋放政策制度紅利,形成更多改</a>
							
							<br>
							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag8'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1341' >&nbsp;Ministry of Commerce&nbsp;</a>

							
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							<a target="_blank" name='news_url'  class="imglink" href="n.html?id=101337880325652398">雅下水電概念持續火爆,融資余額攀升,這些 基建股 受關注</a>
							
								<br>
								<a name='news_summary' class="minitext">同時，水電概念持續火爆，昨日板塊內多只基建相關股票受關注，如三一重工（600031）、四川路橋（600039 ）、安徽建工（600502 ）等。對於股民而言，一方面關注融資余額增加能否持續助推</a>
							
							<br>
							<a name='news_doc_date' class="google-green-minitext">2025-07-23T</a>&nbsp;&nbsp;
							<a  name='news_tag9'  target='blank'  class='google-green-imgbutton'  style='font-size:12px'  href='keyword_news_redirect.html?id=1552' >&nbsp;Infra&nbsp;</a>

							
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