从连续两个月投资数据来看,政府加快铁路建设的效应日益显现。虽然目前两家铁路建筑公司的估值已经不低,但在宏观经济仍然不确定的情况下,两者抗周期的投资特质将越发凸显,仍维持长期“买入”的投资评级。 Judging from the investment data for two consecutive months, the effect of accelerating railway construction by the government is increasingly apparent. Although the valuation of the two railway construction companies is not low at present, the investment characteristics of the anti-cyclical investments will become more prominent and the investment rating of long-term “buy ” will be maintained despite the uncertain macroeconomic conditions.