2025年地产行业经历深度调整,政策端以“稳市场、防风险、优供给、促转型”为主线。2026年地产行业能否迎来触底反弹?近日招商基金召开的2026年度内部投资策略会上,招商基金金融与周期产业链小组副组长王奇超观点指出,本轮房价下行主要冲击了地产商和居民的资产负债表,但对于地产链企业、金融机构及地方隐债风险的冲击均已接近尾声,中国经济增长驱动力的转换带来去杠杆周期的清晰路径,明年下半年或出现内外需向上...
Source Link2025年地产行业经历深度调整,政策端以“稳市场、防风险、优供给、促转型”为主线。2026年地产行业能否迎来触底反弹?近日招商基金召开的2026年度内部投资策略会上,招商基金金融与周期产业链小组副组长王奇超观点指出,本轮房价下行主要冲击了地产商和居民的资产负债表,但对于地产链企业、金融机构及地方隐债风险的冲击均已接近尾声,中国经济增长驱动力的转换带来去杠杆周期的清晰路径,明年下半年或出现内外需向上...
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