越秀地产(00123)今日盘中股价大跌5.15%，引发了市场关注。
消息面上，交银国际发布报告显示，房地产行业4月销售数据出现环比下滑。根据克而瑞的初步数据，4月前百开发商全口径销售总额环比下降4.3%至2,706亿元。该机构跟踪的22家主要上市开发商4月销售额环比下跌5.4%。尽管报告中长期继续看好越秀地产等国企开发商，但短期行业整体销售数据的疲软可能引发了投资者对板块基本面的担忧，从而导致股价承压。
报告同时指出，4月份房地产政策整体保持宽松导向，中央及地方层面出台多项政策为市场筑底提供支撑。市场分析认为，二级市场需求预计将持续改善并好于一级市场。
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