摩根士丹利发表研究报告指，政策影响减弱，中国主要城市去年12月二手房价一如预期转弱，呈现波动性按月下跌，结果对上连续两个月的升势，考虑到放盘略为增加及季节性因素影响，目前预测今年首季内地住宅销售可能面临下行压力。
该行认为，由于二手楼价更具竞争力，以及一手新盘因土地出让量减少而持续下滑，因此二手房销售表现会持续较一手房优胜。至于未来住房销售的复苏步伐能否持续，大摩相信仍要取决于已公布的政策如何快速协调和实施，以及当局可否为政策的推展提供充足资金，从而强化市场信心。
大摩建议投资者选择性地投资双重受惠于住宅开发及消费行业的企业，例如华润置地(01109.HK) 及华润万象生活(01209.HK) ，同时看好绿城中国(03900.HK) 、中国海外(00688.HK) 及越秀地产(00123.HK) 等国有房企，因拥有较强防守能力。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-02 16:25。)
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