金吾财讯 | 贝壳(BEKE)盘前涨超1%，截至发稿，报23.2美元。消息面上，华泰证券认为，房地产“止跌回稳”是2025年要一鼓作气完成的目标，并不会半途而废。相较于2024年的整体性房价调整，2025年有望看到结构性“止跌回稳”，看好重点城市区域市场的量价回升，以及在对应区域拥有储备或新获取资源的房企的估值修复，同时业绩与现金流稳健的物管公司亦有望受益于市场止跌回稳。汇丰研究发表报告指，随著更广泛地认同内地房地产市场已见底的观点，投资者从科技股转向地产股。根据以标准化长期盈利计算的不同估值方案估计，内房股隐含上升空间最高达42%。
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