异动解读|贝壳-W盘中上涨3.01%,国常会研究出台稳定房地产市场政策叠加沪现房销售细则落地

行情直击
Sep 29

9月29日,贝壳-W盘中上涨3.01%,报45.22港元,成交额2.23亿港元。

消息面上,9月28日国常会明确提出研究出台稳定房地产市场、促进就业增收等政策措施,要求加大宏观政策逆周期调节力度,推出一批务实管用的增量政策。同日,上海四部门联合印发商品住房销售制度改革实施意见,成为继北京之后第二个出台"828新政"系统性落地细则的城市,涉及现房销售、预售资金全额监管、土地款分期缴纳等核心制度安排。机构认为,京沪细则相继落地有望缓解市场观望情绪,核心城市有望率先企稳修复。此外,里昂维持贝壳-W"跑赢大市"评级,目标价62港元,认为其监管忧虑消退,仍是中国房地产板块首选股。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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