金吾财讯 | 内房股集体走强，远洋集团(03377)涨8.11%，龙光集团(03380)涨5.19%，旭辉控股集团(00884)涨4.11%，新城发展(01030)涨2.72%，雅居乐集团(03383)涨2.67%。消息面上，中金公司发研报指，当前楼市量、价表现均面临一定压力，该行认为在维护行业平稳健康发展、防范风险蔓延的基调下，未来一段时间相关政策仍有进一步优化调整的可能，包括存量和新增房贷利率下调、一线城市“四限”调整、收储政策在融资利率和收储范围上的进一步改善、财政发力拉动经济企稳向好等。该行续指，当前楼市量、价表现均面临一定压力，开发商经营与业绩或难现拐点，板块或较难出现长期趋势性投资机遇，但中短期维度上政策潜在调整仍可能带来一定交易性机会。
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