汇丰研究发表报告指，内房新盘销售显示出持久韧性，料持续的动力将超过5月刺激措施的影响，二手楼交易上升以及土地市场复苏为市场信心改善的良好讯号。该行偏好润地(01109.HK) 、中国海外(00688.HK) 、龙湖(00960.HK) 、华润万象生活(01209.HK) 及贝壳(BEKE.US) ，皆予评级“买入”。
该行维持对第四季内房销售正面的看法，认为可继续受惠于利好的政策背景以及低基数效应。该行亦提及，9个重点城市在十月首21日的二手楼交易录得按年22%的升幅，其中深圳、上海及北京录得按年升100%、66%及42%。另外，强劲的土地拍卖也反映了地产高的风险胃纳有重大改善。
该行对内房股的评级及目标价详见另表。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-23 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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