异动解读 | 绿城中国股价盘中大涨9.33%,港股内房股集体走强

异动解读
Nov 10

今日盘中,绿城中国(03900.HK)股价强劲上涨,截至发稿时涨幅达9.33%,引发市场关注。这一涨势不仅限于绿城中国一家,整个港股内房板块呈现普遍上涨态势。

数据显示,除绿城中国外,远洋集团(03377.HK)涨幅超过8%,富力地产(02777.HK)上涨超过7%,世茂集团(00813.HK)涨幅超过5%。此外,建发国际集团(01908.HK)、华润置地(01109.HK)和中国金茂(00817.HK)均上涨超过4%,新城发展(01030.HK)和万科企业(02202.HK)涨幅也超过3%。

虽然目前尚未有明确消息解释这波涨势的具体原因,但分析人士推测,可能与市场对房地产行业政策预期改善有关。近期有券商研报指出,"十五五"规划建议强调了新型城镇化建设和城市更新将是投资重点方向,这可能为房地产行业带来新的发展机遇。投资者对此反应积极,推动了整个板块的上涨。然而,具体政策细节及其对房地产企业的实际影响还有待进一步观察。

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