智通财经APP获悉，贝壳-W(02423)再跌超4%，截至发稿，跌4.24%，报53.05港元，成交额1.69亿港元。
消息面上，贝壳第四季度实现净收入总额311.25亿元人民币，同比增加54.05%；归属公司普通股股东的净利润5.7亿元，同比减少14.88%。美银证券指出，第四季度收入超预期，主要由于住房政策利好以及市场份额提升；期内盈利表现逊预期，经调整净利润录13亿元，弱于市场预期的18亿元，相信是受到毛利率下降及营运支出增加的拖累。
瑞银发布研究报告指，将贝壳评级由“买入”降至“中性”。该行指出，尽管公司年初至今现楼交易录得同比30%的增长，但见今年盈利上行的空间有限，主要因为代理成本更高。该行认为，公司今年会因为其贝好家业务而继续买地，或限制了公司估值数倍扩张。
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