华润万象生活(01209.HK)今日盘中大涨5.63%,引发市场广泛关注。分析人士认为,这与投资机构对该公司的乐观预期有关。
消息人士透露,近期摩根士丹利发布的一份针对内地楼市前景的研究报告显示,尽管内地居民购房计划依然疲弱,但对房价前景的看法已略有改善。针对该情况,摩根士丹利建议投资者可在市场情绪改善带来的行业上涨中,选择性增持同时受益于住宅和消费领域的公司,并直接点名华润万象生活。
据了解,该报告认为,尽管近期相关部门的政策语调变化带来了一些积极影响,但恢复居民对未来收入的信心可能仍需时日。不过,报告对防守型国企房地产商的第四季度销售表现保持乐观态度,预计它们将表现优于市场。因此,华润万象生活作为同时受益于住宅和消费领域的公司,在楼市前景初见曙光的背景下,显然受到了机构投资者的青睐。
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