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。
该行看好华润置地(01109.HK) ，认为其拥有优质的投资物业组合，虽然面临消费降级周期，但仍能展现韧力。该行又维持买入建发国际集团(01908.HK) 。另外，由于中国金茂(00817.HK) 在兴建豪宅项目的表现令人鼓舞，料市场将关注其转亏为盈的表现。
该行又提到，中国海外发展(00688.HK) 的市盈率低至0.3倍，在国企中最低，予该股“持有”评级，认为其当前估值已适当地反映了盈利风险。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-10 16:25。)
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