贝壳(BEKE)今日盘中大涨5%,引起了市场的广泛关注。
消息面上,国资开发商近期重启高价购地,押注楼市反弹。上海、深圳等一线城市与杭州等"强二线"城市,自年初以来楼市行情就有所好转。相关专家分析,开发商高价购地的背后,是看好这些地块性价比较高,以及对未来楼市的乐观预期。
值得关注的是,如果3月份全国范围内楼市普遍出现"小阳春",那么房地产行业2025年将有望迎来复苏。对于贝壳这样的房地产交易平台而言,行业的回暖将直接拉动业务量和收入的增长。市场对贝壳的长期增长前景重燃信心,因此股价今日出现明显上涨。
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