万科企业今日盘中大涨5.11%，成为市场关注的焦点。
消息面上，万科企业的美元债价格出现显著上涨。其中，2029年11月到期的美元债创下近一年来的最大涨幅，显示出市场对其信用状况的信心有所改善。与此同时，上海近期推进收储二手房的政策举措，被机构解读为有助于稳定房地产市场的价格预期，并可能通过提供资产退出渠道来重塑价格锚点，从而显著改善整体市场信心。
东方证券的研报指出，在房价经历深度调整的背景下，此类政策相当于为特定资产提供了退出渠道，并有助于稳定价格预期。若未来收储范围扩大，有望形成信用托底杠杆，进一步强化市场信心。2026年开年以来，稳预期的政策信号持续释放，市场对后续相关政策出台的节奏与力度保持关注。
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