摩根大通发表研究报告指，内房股昨日(4日)录约5%升幅，对比同日恒指表现持平，而年初至今该板块表现强劲，累计升幅达到16%，对比同期恒指升幅为约5%，相信是由于市场预期1月二手楼市趋稳，以及对更强力的支持政策预期升温的推动。摩通认为现时断言内地楼市已回稳仍言之过早，指出百强开发商1月份销售表现仍疲软，按年跌幅达21%，相信内房板块在4月下旬中央政治局会议举行前可能会保持韧性，但同时波动性预期仍较高...
Source Link摩根大通发表研究报告指，内房股昨日(4日)录约5%升幅，对比同日恒指表现持平，而年初至今该板块表现强劲，累计升幅达到16%，对比同期恒指升幅为约5%，相信是由于市场预期1月二手楼市趋稳，以及对更强力的支持政策预期升温的推动。摩通认为现时断言内地楼市已回稳仍言之过早，指出百强开发商1月份销售表现仍疲软，按年跌幅达21%，相信内房板块在4月下旬中央政治局会议举行前可能会保持韧性，但同时波动性预期仍较高...
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