金吾财讯 | 贝壳(BEKE)涨超4%,截至发稿,报20.315美元。消息面上,开源证券发布研报称,9月底以来房地产政策持续宽松,同时货币和财政政策持续降低购房成本,受此影响,10月销售数据如预期改善,创2023年小阳春以来单月最小降幅,房企到位资金中销售回款改善明显。根据Wind数据,11月前两周一线城市新房和二手房成交热度仍维持高位,年内累计销售降幅持续收窄,政策效果充分释放后11月销售数据表现值得期待。
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