《股市簡訊》香港內房板塊走強，券商稱基本面下行壓力會孕育更大力度政策

路透中文

2025/06/25

* 中港股市地產股周三早盤走強，恒生中國內地地產指數.HSMPI一度漲2.2%。

* 年初迄今，該指數升逾一成。

* 廣發證券研報稱，目前房地產行業預期方向有所調整，但市場對政策出台內容有所分歧，2025年整體政策基調清晰，穩定行業發展是下限，基本面下行壓力會孕育更大規模與力度的政策。

該機構認為，大方向是解放或提高更大規模的資金入市力度，更進一步放鬆穩定資產價格的限制；建議提高房地產板塊配置比例。（完）

更多股市簡訊請點選CN-CMN-HOT

(發稿劉珞焱；審校楊淑禎)

((luoyan.liu@tr.com; +86 021 2083 0166;))

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