智通财经APP获悉，瑞银发布研报称，该行将绿城中国(03900)、越秀地产(00123)、建发国际投资集团(01908)评级由“中性”调至“买入”，分别将目标价上调至19港元、6.5港元及19港元，认为地产商的分化会更明显，因为只有一线及核心二线城市靠稳，偏好地区性的国营地产商多于全国性的国营地产商。同时该行亦因为其在上海高级住宅市场的项目，而看好嘉里建设(00683)及太古地产(01972)。
瑞银指出，内地一线及核心二线城市的市场回稳之讯号增强，包括在没有政策放宽下首两个月的现楼交易复苏、一线城市的库存月数回落至水平以下、土地拍卖溢价上升，以及二手楼挂牌稳定。该行料全国楼价会在明年初回稳，上调今明两年的一手楼销售预测7%至16%，现楼销售预测7%至10%。
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