2024年9月19日,保利物业(06049)股价盘中大涨7.8%,报收于27.6港元。市场关注度攀升。
分析人士指出,地产政策持续利好或是推动该股大涨的重要原因之一。最新数据显示,8月份内地房地产市场数据企稳回升,开发投资和新房销售降幅双双收窄。有机构预计,在"稳地产"需求下,按揭利率、公积金贷款额度等领域政策仍有较大发力空间,有望进一步修复市场信心。
此外,物管板块近期也受益于美联储预期降息的利好氛围。调整后的利率环境或将为物业股注入新的增长动能。保利物业作为行业龙头,在资金流入和估值修复上将望率先受益。
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