【9月22日摩根大通称一线城市放宽楼市措施影响或有限,年底前地产股有战术性机会】9月22日,摩根大通发布研究报告指出,当前背景下,一线城市近期放宽楼市措施的影响可能有限,政策制定者加大政策支持的可能性正在上升。过去经验显示,政策期望上升通常会推动股价上涨,摩通认为年底前存在战术性机会。自2025年7月以来,中国房地产表现已优于大市2%,表明期望正在累积。 摩通认为,最佳风险回报来自非困境民营企业和...
Source Link【9月22日摩根大通称一线城市放宽楼市措施影响或有限,年底前地产股有战术性机会】9月22日,摩根大通发布研究报告指出,当前背景下,一线城市近期放宽楼市措施的影响可能有限,政策制定者加大政策支持的可能性正在上升。过去经验显示,政策期望上升通常会推动股价上涨,摩通认为年底前存在战术性机会。自2025年7月以来,中国房地产表现已优于大市2%,表明期望正在累积。 摩通认为,最佳风险回报来自非困境民营企业和...
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