大华继显发表报告指，在今年春节期间，中国和香港的房地产销售均有所减弱。另一个与春节相关的重要发展是万科(02202.HK) 的管理层变动，该行认为由于深铁集团的财务限制，无法消除万科面临的风险。
香港在春节期间的旅游人数增长偏低。大华继显认为需要进一步的政策支持，且这是可能的。该行维持各自的行业评级，内房为“增持”，香港地产发展为“与大市同步”，香港收租行业为“减持”。首选股票为华润置地(01109.HK) 、新地(00016.HK) 和领展(00823.HK) 。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-04 12:25。)
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