《大行》大摩:近期内房板块上升趋势难持续 料未来数月住宅销售及楼价回跌

阿斯达克财经
Jan 30

摩根士丹利认为近期内房板块上升,主要因投资者情绪改善、最近几星期住宅销售回升,以及资金轮动至表现落后板块。不过,该行认为投资者对市场复苏过度乐观;预期政策效应减退及农历新年假期季节性因素影响下,内地未来几个月住宅销售可能降温,楼价跌幅或再度加快。而且,基于一线城市住宅销售量近期改善,政策刺激的可能性进一步降低。同时,该行料内地房企的全年业绩或令人失望,盈利将大幅下滑或录得亏损;预期开发商对于...

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