《大行》汇丰研究升内房股目标价 推荐越秀地产(00123.HK)、绿城(03900.HK)、中国海外(00688.HK)、润地(01109.HK)、龙湖(00960.HK)、华润万象生活(01209.HK)及贝壳(BEKE.US)

阿斯达克财经
Oct 02, 2024

汇丰发表研究报告指,宽松的融资环境及更多支持政策出台,推动内房股表现更早出现转折的预期。该行认为,市场似乎已消化房地产市场触底的确定性,并普遍认为内房股表现出现转折的时间点为2025年,而并非早前预计的2026年。另外,投资者现时担心在强劲的政策顺风中错失良机,从而推动持续的风险态度。汇丰提及,发展商或会在黄金周期间迅速采取行动,乘势而上。该行指,广州、深圳、成都的部分土地以高溢价出售,至于上海的...

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