观点网讯:3月24日,美国银行下调万物云(02602.HK)及绿城服务(02869.HK)的投资评级至“跑输大市”。美银认为,内地物业管理股作为内地房地产复苏的代理股,受益于投资者情绪改善,股价自2025年以来已升值10%以上,与内地房地产股相同。但该行更偏好内地房地产股,基于物业管理股地域敞口多元,而主要内地房地产股集中于核心城市。美银认为,近期股价反弹缺乏基本面支持,基于估值,下调万物云(...
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