智通财经APP获悉,物管股随内房股走高,截至发稿,世茂服务(00873)涨10.1%,报25.6港元;万物云(02602)涨9.87%,报25.6港元;远洋服务(06677)涨7.94%,报0.68港元;雅生活服务(03319)涨6.1%,报3.48港元;恒大物业(06666)涨5.81%,报0.91港元。
消息面上,据克而瑞研究中心监测,10月前20日,重点28城新房日均成交规模较9月日均增长11%,重点16城二手房成交较9月前20日增长11%。汇丰则表示,房企在债务重组上取得进展被视为新一种正面催化剂,可提振投资者情绪,提升交易流动性。
国联证券表示,当前A股与港股地产板块市净率估值均处于历史低位水平,随着政策效果逐步显现,市场信心有望得到提振,带动销量企稳。建议关注重点布局一线及核心二线城市,主打改善性产品,具备持续拿地能力的房企,以及具备规模优势,运营效率高的头部物业管理公司。
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