智通财经APP获悉，摩根士丹利发布研报称，库存消化分析显示，若宏观环境保持稳定且具韧性，一线及主要二线城市的楼价有望在2027年下半年回稳。大摩看好华润置地(01109)与新城控股(601155.SH)作为稳健的商场营运商，将受惠于“十五五”规划对消费的重视及房地产投资信托基金的强劲政策利好。该行同时看好建发国际(01908)与中国海外发展(00688)，其土地储备将支持公司利润率，推动盈利重回正增长轨道。
智通财经APP获悉，摩根士丹利发布研报称，库存消化分析显示，若宏观环境保持稳定且具韧性，一线及主要二线城市的楼价有望在2027年下半年回稳。大摩看好华润置地(01109)与新城控股(601155.SH)作为稳健的商场营运商，将受惠于“十五五”规划对消费的重视及房地产投资信托基金的强劲政策利好。该行同时看好建发国际(01908)与中国海外发展(00688)，其土地储备将支持公司利润率，推动盈利重回正增长轨道。
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