港股市场今日震荡，碧桂园（02007.HK）股价表现疲软，盘中大跌8.7%，领跌港股内房板块。与此同时，其他内房股如金辉控股、中梁控股、世茂集团等均出现不同程度的下跌。
造成碧桂园股价下跌的主要原因是近期公布的房地产行业数据不佳。国家统计局最新数据显示，1-8月份全国房地产开发投资同比下降12.9%，住宅投资下降11.9%。此外，1-8月房地产开发企业到位资金同比下降8%，其中个人按揭贷款下降10.5%。这些数据反映出中国房地产市场基本面持续走弱，给投资者信心带来打击。
尽管近期北京、上海、深圳等城市陆续出台放松限购限贷的地产新政，但国信证券分析认为，考虑到当前地产基本面尤其是房价走势，地产股很难有趋势性行情。不过，9月仍然是地产股政策博弈的窗口期，投资者需密切关注后续可能出台的利好政策。在当前市场环境下，碧桂园等内房股的表现仍面临较大压力。
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