【华泰证券:房地产行业增量政策窗口逐步打开 关注核心城市布局房企】华泰证券研报指出,进入二季度,房地产行业增量政策窗口逐步打开,结合更加积极有为的宏观政策以及更加积极的财政政策定调,后续需关注实操政策落地节奏。往前看,考虑到一线城市的政策弹性更大,更加看好以一线城市为代表的核心城市复苏节奏,以及在对应区域拥有储备或新获取资源的房企的估值修复。

金融界
07 May
华泰证券研报指出,进入二季度,房地产行业增量政策窗口逐步打开,结合更加积极有为的宏观政策以及更加积极的财政政策定调,后续需关注实操政策落地节奏。往前看,考虑到一线城市的政策弹性更大,更加看好以一线城市为代表的核心城市复苏节奏,以及在对应区域拥有储备或新获取资源的房企的估值修复。

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