摩根士丹利的研究报告指，内地10月二手房价按月微升，主要受益于政策放宽及季节性因素，认为新盘减少及近期的正面销售增长或可持续支持第四季楼价，但在政策影响减轻下须留意可持续性。
该行指，在投资者信心回升，行业估值反弹至历史平均水平，认为持续的销售数字会维持好表现的关键，维持行业评级“符合预期”，并继续建议投资者选择入手楼市及消费的双重得益者，如华润置地(01109.HK) 和华润万象生活(01209.HK) ，以及国有地产商，包括绿城中国(03900.HK) 、中海外发展(00688.HK) 及越秀地产(00123.HK) ，称可因其潜在强劲销售而跑赢大市。(vc/w)
(港股报价延迟最少十五分钟。沽空资料截至 2024-11-01 16:25。)
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