热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　贝壳-W（02423）早盘上涨5.34%，现报58.25港元，成交额4.16亿港元。

　　中金此前研报指出，贝壳三月经历入通利好兑现、以及2024年全年利润和前向指引弱于预期，股价较入通前高点累计回撤26%，同期恒生科技累计回撤21%、港股通内房指数累计回撤8%；往前看，该行认为房地产基本面边际走弱态势渐趋明朗，外部环境扰动下市场对国内支持性政策的预期或更为乐观积极，房地产相关板块交易情绪或有所提振。公司作为基本面扎实、市场地位稳固的白马标的，在回撤中逐步展示出布局性价比；交易层面，其积极的股东回报态度亦为市值提供底部支撑。

　　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。东方证券认为，贝壳作为国内房产经纪龙头，不断塑造平台价值以强化市占优势，在地产修复周期中向上弹性较大，并且 “三翼”业务具备发展潜力。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：卢昱君

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.