摩根大通发表研报指，中央政治局会议再次表明要稳住楼市发展，更积极的宏观政策基调令人鼓舞，包括明确将实施更加积极财政政策和适度宽松货币政策，预期将为房地产市场发展提供支持，该行于内房行业中首选华润置地(01109.HK) 、华润万象生活(01209.HK) 及保利物业(06049.HK) ，均予“增持”评级，各予目标价30元、31元及35元。
该行强调，接下来将关注即将举行的中央经济工作会议上，会有对于房地产行业的更多类似政策叙述及政策论调转变，预期至中央经济工作会议举行前，内房股股价都会有正面反应，但提醒若中央经济工作会议上没有透露任何新消息，内房行业可能会再次转弱。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-10 16:25。)
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