《大行》大摩料内地未来数月住房政策或保持低调 看好润地(01109.HK)及中海外(00688.HK)等

阿斯达克财经
Jan 05

摩根士丹利发表研报指,去年12月内地主要城市二手房价格持续按月下跌,但跌幅有所放缓,同期销售额按年降幅也趋于温和;该行认为未来数月住房政策可能保持低调,而二手房挂牌量居高不下仍可能抑制买家情绪,从而对房屋销售和价格构成压力。大摩重申其观点,认为随着居民信心进一步减弱,预计实体房地产市场的下行趋势将延续至今年,但步伐会较为放缓,二手房价格预期按年跌幅为高个位数,相对于2025年跌13.7%。若宏观...

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