智通财经APP获悉，物管股早盘随内房股走高，截至发稿，万物云(02602)涨10.59%，报19.84港元；保利物业(06049)涨7.6%，报27.6港元；华润万象生活(01209)涨6.88%，报25.65港元；雅生活服务(03319)涨6.31%，报2.36港元；碧桂园服务(06098)涨5.11%，报4.32港元。
消息面上，统计局此前发布1-8月份全国房地产市场基本情况。华泰证券指出，开发投资降幅收窄，竣工降幅大幅走阔；销售同比降幅收窄，房价指数环比降幅扩大；“融资协调机制”持续落地有望持续缓释房企融资压力。在“稳地产”诉求下，517的降息与收储政策逐步在实操层面落地，有望推动房地产市场信心修复并尽快筑底，为板块提供估值修复空间。
此外，中信证券认为，政策的空间仍然十分充足，比如按揭贷款利率、公积金贷款额度、个人所得税按揭贷款利息抵扣、存量房收储、购房落户等都有发力空间。光大证券此前表示，美联储降息预期升温，国内地产政策持续优化，物管风险因子逐步出清，板块配置价值凸显。
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