今日盘中，碧桂园（02007）股价大跌5.88%，引发市场广泛关注。这一跌势与整个中港地产板块的疲软表现相呼应。
消息面上，中共中央政治局会议于周三召开，会议对房地产市场的表述引发市场失望情绪。会议要求"落实好中央城市工作会议精神，高质量开展城市更新"，但并未提出具体的房地产支持政策。分析人士认为，这表明楼市仍处于下行期，政策支持力度可能不及预期。
此外，中国恒大因未能重整债务而面临清盘，可能将于下月从香港交易所退市，进一步打击了投资者对房地产行业的信心。国际评级机构穆迪最新报告指出，未来12-18个月，中资银行个人住房不良贷款将继续上升。这些因素共同导致整个房地产板块承压，碧桂园作为行业龙头之一，股价也随之大幅下挫。
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