《大行》汇丰研究:人大会议加强该行对明年内房复苏及转势信心 解决地方政府债务问题对于长期房市健康至关重要

阿斯达克财经
Nov 11, 2024

汇丰研究发表报告指,刚结束的全国人大常委会会议加强了该行对明年内房复苏及转势信心,认为解决地方政府债务问题对于长期房市健康至关重要。该行提出,没有推出特别针对房市的措施,的确令人感到失望,不过政府明确表示致力收购楼市库存则代表会将会公布更多政策,反映出政府管理市场预期的能力。另外,该行提到,解决地方政府债务问题可在更多政策配合及稳定性、增加财政稳定、城市化2.0,以及重建信心等数个层面,建立一个...

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