港股异动 | 内房股今日普涨 保利置业集团(00119)涨超7% 机构称短期存在政策宽松预期

智通财经
Dec 19, 2025

智通财经APP获悉,内房股今日普涨,截至发稿,保利置业集团(00119)涨6.49%,报1.97港元;中国金茂(00817)涨3.31%,报1.25港元;新城发展(01030)涨2.44%,报2.1港元;中国奥园(03883)涨2.38%,报0.086港元。

财通证券发布研报称,短期看,基本面进一步下行带来的政策宽松预期有望推动板块估值修复,长期需关注房企在新模式下的发展机遇。建议短期关注政策宽松带来的估值修复机会,中长期聚焦具备核心城市资源和不动产运营能力的龙头企业。

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