绿城中国(03900)今日盘中大跌5.1%,引发了市场的广泛关注。
消息面上,中金公司发布报告认为,当前楼市正处于政策出台后的脉冲式反应期,中央经济工作会议提出"持续用力推动房地产市场止跌回稳,加力实施城中村和危旧房改造,充分释放刚性和改善性住房需求潜力"相关措施对趋势延续至关重要。
针对后市走势,中金公司建议关注有助于稳定居民收入预期的宏观政策,以及调节供需关系、稳定房价预期的地产政策进展,其对基本面修复的持续性至关重要。并推荐港股中的绿城中国、华润置地、中国海外发展等品种。
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