中信证券研报表示,2025年8月,北京和上海相继发布房地产市场优化政策,政策内容集中在限购、公积金贷款支持等方面。我们认为,房地产政策的进一步优化,不仅有利于释放短期需求,更说明面对巩固市场止跌回稳的要求,政策并不会无所作为,而会结合现实情况积极出台相关措施。
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