高盛发表研究报告指,预期中国今年第一季75个城市的房屋销量及整体二手市场的销量按年将有正面改善,二手楼市仍然是亮点。但全国一手楼市场、土地销售、开工和竣工量的按年跌幅或会持续。3月份将会是发展商流动资金的重要时期,因为这是今年债券还款的第一个压力点。该行相信,在没有额外政策支持的情况下,内房市场价格稳定的能见度较低。因此,预期第一季估值回升的动力来自政策持续宽松及更多的楼价复苏迹象。该行吁“买入”...
Source Link高盛发表研究报告指,预期中国今年第一季75个城市的房屋销量及整体二手市场的销量按年将有正面改善,二手楼市仍然是亮点。但全国一手楼市场、土地销售、开工和竣工量的按年跌幅或会持续。3月份将会是发展商流动资金的重要时期,因为这是今年债券还款的第一个压力点。该行相信,在没有额外政策支持的情况下,内房市场价格稳定的能见度较低。因此,预期第一季估值回升的动力来自政策持续宽松及更多的楼价复苏迹象。该行吁“买入”...
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