摩根大通发表报告,指香港上市的内房股昨日(26日)上涨7%。该行认为这归因于以下几点:(1)资金追逐落后板块;(2)下周全国人大会议可能出台新政策的“以防万一”空头回补;(3)在广泛市场反弹中,内房的高贝塔特性;(4)房地产销售稳定迹象增加;(5)预计周五(2月28日)公布的内地百大房企销售数据将实现按年正增长(部分因低基数)。目前,该行认为这波反弹未必由政策支持的特定市场投机驱动,因为A股房地产...
Source Link摩根大通发表报告,指香港上市的内房股昨日(26日)上涨7%。该行认为这归因于以下几点:(1)资金追逐落后板块;(2)下周全国人大会议可能出台新政策的“以防万一”空头回补;(3)在广泛市场反弹中,内房的高贝塔特性;(4)房地产销售稳定迹象增加;(5)预计周五(2月28日)公布的内地百大房企销售数据将实现按年正增长(部分因低基数)。目前,该行认为这波反弹未必由政策支持的特定市场投机驱动,因为A股房地产...
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