智通财经APP获悉，贝壳-W(02423)涨超4%，截至发稿，涨4.21%，报66.85港元，成交额3.18亿港元。
消息面上，贝壳今日将披露2024年四季度及全年财报。花旗近期研报指出，重申贝壳为首选，确信内房市场稳定将推动集团的GTV前景。花旗表示，贝壳受多项利好因素带动，包括主要城市的二手成交量强劲；集团受惠于稳定的内房市场预期；该股或获纳入港股通；预期总交易额(GTV)带动的上季业绩或小幅超越预期及强劲的首季业绩等。
此外，公司近期获纳入港股通名单，长江证券表示，鉴于竞争优势、相对稀缺、潜在业绩弹性以及入通后的增量资金等因素，公司短期应当享有一定估值溢价。中长期角度，经纪业务份额仍有提升空间，家装、租赁可贡献潜在增长，数据资产具备较大价值弹性，公司属于战略配置品种。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.