智通财经APP获悉,中金发布研报称,建议关注多元板块结构性机会。上周重点物企下跌0.7%,跑输关联开发商0.3ppt、跑赢恒生国企指数1.4ppt。往前看,该行认为物企与开发板块或将延续同涨共跌,考虑当前地产基本面脉冲性改善或已逐步进入退坡期,该行建议重点关注自身基本面具备优势的结构性机会,继续推荐经营处于改善周期、未来1-2年业绩成长性领先行业,且派息稳健兑现的绿城服务(02869),外部环境...
Source Link智通财经APP获悉,中金发布研报称,建议关注多元板块结构性机会。上周重点物企下跌0.7%,跑输关联开发商0.3ppt、跑赢恒生国企指数1.4ppt。往前看,该行认为物企与开发板块或将延续同涨共跌,考虑当前地产基本面脉冲性改善或已逐步进入退坡期,该行建议重点关注自身基本面具备优势的结构性机会,继续推荐经营处于改善周期、未来1-2年业绩成长性领先行业,且派息稳健兑现的绿城服务(02869),外部环境...
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