在地产政策预期和销售数据喜忧参半的背景下,保利物业(06049.HK)股价今日大跌逾10%,引发市场关注。
针对内地9月房地产销售情况,多家机构发表评论认为,虽然中央已出台了一系列房地产支持政策,但市场持续疲软的状态仍未根本改观。中金公司分析指出,9月新房和二手房销售环比均出现下滑,整体情况较8月有所走弱,景气度仍处低位。
与此同时,市场对政府进一步大规模投放财政政策刺激的预期降温。摩根大通警告称,如果中央政府的数据或政策支持低于预期,内房股可能会出现大幅调整。在开发商和物管板块,摩通和中金均看好保利物业等估值相对较低的标的,这可能意味着保利物业等个股在此前已出现一定程度的反弹。
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