《大行》汇丰研究升贝壳(02423.HK)目标价至69.68元 基本面改善

阿斯达克财经
Feb 27, 2025

汇丰研究报告指出,贝壳(02423.HK) 昨日(26日)股价上涨11%,该行认为这主要归因于投资者日益接受房地产市场复苏的论点,以及对中国资产整体风险偏好的提升。该行相信,即使两会未带来政策利好,这次涨势仍可持续,因为投资者已开始基于住房市场动态稳定,对中国房地产市场进行更长远的评估。该行预计贝壳将受益于互联网和房地产行业的双重复苏,而2024年第四季度业绩的影响将逐渐减弱。汇丰研究表示,参考...

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