贝壳盘前涨超1% 机构指政策预期持续发酵 地产RWA趋势渐起

金吾资讯
Jul 14, 2025

金吾财讯 | 贝壳(BEKE)盘前涨超1%,截至发稿,报18.83美元。国金证券发布研报称,上周22个城市二手房成交229万方,成交量环比-4%,同比-2%;5月二手房售价环比-0.5%,同比-6.3%,同比降幅持续收窄;结合量价,景气度底部企稳。在Q2销售回落的背景下,结合止跌回稳目标及过去两年政策出台节奏,三季度是政策发力关键期,三季度的定调及方向有望直接影响整个下半年的楼市表现。此外近期地产...

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