贝壳集团(BEKE)当日盘中股价大涨5%，引发市场广泛关注。消息面上，多家投行机构发布报告看好贝壳的前景。
汇丰银行研报指出，今年1月中国内地新屋销量超出预期，土地市场活跃，这为整体房地产市场转暖提供积极先行信号，将有助于楼价企稳。民生证券研报也认为，贝壳作为行业龙头平台，拥有4.8万多家门店、47.6万多名经纪人的规模优势，同时深耕高线城市，用户基础良好且付费能力强。在行情转好时期，存量房业务将快速受益；在行情低迷时，公司则易于扩大市场份额，从而提升盈利水平。
另有报告称，野村证券预计房企股价将现短期反弹，并在整个行业中继续看好贝壳。总的来说，分析师认为贝壳具备超越市场的"阿尔法"能力，其平台规模和用户质量优势将有利于公司把握市场复苏机遇，保持业绩增长。
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