贝壳涨超6% 汇丰指内地房市呈结构性复苏

金吾资讯
23 Apr

金吾财讯 | 贝壳(BEKE)涨超6%,截至发稿,报21.63美元。消息面上,汇丰环球研究指,低利率、供应紧张和信贷正常化正推动内地房地产市场结构性复苏,已见到如深圳等一些区域复苏超出预期。持续的宽松政策将支撑增长,内房股已相应上调今年销售目标。该行预计领先开发商的股本回报率将复苏,主要受惠利润率提升带来盈利增长。预计今年卖方分析师将逐步上调对内房股的盈利预测。该行修订内房股目标价,显示平均22%...

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