中国房地产股大跌 政策信号令人失望 数据疲软拖累市场

华尔街洞察
Jul 15, 2025

下午交易时段,中国房地产股普遍承压走低。高层会议未能提振投资者对额外刺激政策的期望,市场情绪持续低迷。早间公布的数据显示,行业下滑态势未改,房价、销售额及投资额均呈下降趋势。投资者原本寄望中国领导人主持的会议能推出新支持措施,但这一预期最终落空。会议公报虽提及将探索房地产发展新模式,分析师却未发现任何具体政策即将落地的迹象。恒生内地房地产指数下跌1.5%。主要开发商股价大幅回落:雅居乐集团重挫7.8%,远洋集团下滑6.0%,世茂集团下跌5.8%,佳兆业集团跌幅达3.5%。

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