港股异动 | 内房股继续回落 国庆假期多地商品房销量增长 短期市场整体仍将处于筑底阶段

智通财经
07 Oct 2024

智通财经APP获悉,内房股今日早盘继续回落,截至发稿,融创中国(01918)跌7.1%,报3.27港元;远洋集团(03377)跌7.27%,报0.51港元;万科企业(02202)跌4.36%,报10.52港元;新城发展(01030)跌4.29%,报2.9港元。

消息面上,住房和城乡建设部公布了近期全国楼市表现的数据。9月底以来,各地陆续出台房地产优化调整措施,市场积极反应。国庆期间,反映购房意愿的看房量、到访量大幅上升,多地商品房销量出现不同程度增长,市场信心有所恢复。

中指研究院指出,近期中央释放明确信号后,相关政策或将得到快速落实,配合财政货币政策加力,房地产预期有望有所好转,预计四季度市场销售将迎来边际改善,但市场拐点仍依赖于政策力度、落地节奏以及居民就业收入预期等因素,预计短期市场整体仍将处于筑底阶段。建银国际表示,虽然基本面复苏需要时间来观察,但该行认为估值重估会先一步发生并将持续更长时间。但该行提醒投资者关注近期的获利回吐和股权融资活动带来的风险。

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