《大行》招银国际:约70%概率次季内房板块受提振 上半年跑赢大市机会显著增

阿斯达克财经
Mar 10, 2025

招银国际发表报告指,销售数据显示内地一二手房今年首两个月表现稳定,3月势头初显,且前置指标持续向好,显示3月小阳春可期。第二季销售回落幅度和是否有政策出台是关注重点。建议投资者择机增配板块内优质标的。报告指,相较3月小阳春,市场更加担忧第二季销售回落幅度,该行对此持更乐观的态度,基于去年下半年监管对市场波动的密切关注及积极干预,认为其主动管理市场预期的决心已示;两会中关于出台政策的表述也给予进一步...

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