金吾财讯 | 内房股逆市有支撑，碧桂园(02007)升3.57%，雅居乐集团(03383)升2.53%，龙光集团(03380)升1.33%，融创中国(01918)升1.32%，新城发展(01030)升1.3%。华泰证券研报指出，当前市场中“好房子”销售去化明显优于平均水平，产品力突出的房企或将获得更好的销售转化和更稳健的现金流，继而强化其投资能力，形成产品-销售-投资的正循环。华泰证券认为产品力或将成为房企穿越周期的核心竞争力之一，重塑企业市场地位和竞争格局。标的方面，继续推荐“好信用、好城市、好产品”的“三好”地产股。
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