汇丰环球研究发表报告指,在近期内房销售数据放缓的背景下,投资者对政策憧憬加快。该行认为,7月是一个波动的月份,政肩[的窗口是本月底的中央政治局会议会否有新消息出台,但经历上半月的市场乐观情绪,料内房股随后有可能出现获利回吐。该行对内房行业仍有信心,并保持乐观态度。即使销售势头进一步放缓,部分股票亦具有相对抗跌能力。国企股有能力将其现有资产及土地储备货币化,同时继续再投资于土地市场以取得进一步增长。...
Source Link汇丰环球研究发表报告指,在近期内房销售数据放缓的背景下,投资者对政策憧憬加快。该行认为,7月是一个波动的月份,政肩[的窗口是本月底的中央政治局会议会否有新消息出台,但经历上半月的市场乐观情绪,料内房股随后有可能出现获利回吐。该行对内房行业仍有信心,并保持乐观态度。即使销售势头进一步放缓,部分股票亦具有相对抗跌能力。国企股有能力将其现有资产及土地储备货币化,同时继续再投资于土地市场以取得进一步增长。...
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