贝壳(BEKE)今日夜盘大涨5.03%,引发市场广泛关注。消息面上,中国正考虑取消地方政府收购存量商品房的价格上限,这被视为内房相关股的利好政策。
报道指出,中国政府此举旨在加快去库存,助力房地产市场企稳。市场看好该政策将有利于提振房地产行业以及相关产业链的发展。作为房地产中介领域的龙头企业,贝壳未来业绩有望获得提振,股价因而大涨。
分析人士表示,该政策有望促进二手房市场交易,扩大贝壳等房产中介公司的业务空间。如果政策落实后能够取得预期效果,相关股票有望延续升势。不过,投资者仍需密切关注后续政策细节,审慎评估投资风险。
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