金吾财讯 | 内房股普升，越秀地产(00123)涨4.19%、万科企业(02202)涨3.89%、融创中国(01918)涨3.50%、龙湖集团(00960)涨3.49%、龙光集团(03380)涨3.46%、富力地产(02777)涨3.16%、世茂集团(00813)涨2.70%、中梁控股(02772)涨2.56%、中国金茂(00817)涨2.52%。华泰证券表示，6月1-29日，44城新房/22城二手房的网签成交面积环比+10.6%/+2.1%，新房成交延续回暖趋势，二手房成交环比由跌转升，显示房地产市场活跃度整体有所提升。投资策略上，该机构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，继续推荐具备“好信用、好城市、好产品”逻辑的地产股，分红与业绩稳健的头部物管公司，以及受益于香港资产重估逻辑的港股高股息REIT。
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