中国铁建调整不必惊慌，依旧是不错的投资标的。当然，我们需要挑选真正估值低的股票而不是盲目买入。除了看 PE 和 PB，还需要注意股票的概念热度。比如移动、数字经济、人工智能、6G 等科技概念，以及一带一路等国际化预期，这些都是很具有投资价值的。而像中国铁建这样的央企大基建，订单充足，四大行的国内业务也没有问题，未来跨境业务会是看点。今年很可能是外交大年，因此人民币国际化和一带一路仍然是热门的概念。而且，这些股票的估值都远低于净资产。所以，不要惊慌，冷静思考，逻辑合理的股票，长期来看还是会有好的表现的。
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