金吾财讯 | 内房股回暖，截至发稿，富力地产(02777)涨4.08%，融信中国(03301)涨4.03%，金辉控股(09993)涨3.50%，碧桂园(02007)涨3.33%，融创中国(01918)涨1.85%，万科企业(02202)涨0.88%。消息面上，中金公司发研报指，本轮房地产周期调整至今已逾四年，结合近期供给侧和政策端变化，该机构认为今年北京、上海楼市房价有望企稳，房地产板块或渐进beta行情，建议投资者根据风偏把握三类投资思路：1)配置beta特征明显的稳健标的；2)配置地产开发的结构性成长，产品力强、存货质量优的标的，和估值折价深且潜在弹性大的标的；3)部分民企重回“牌桌”，在超跌估值下实现可观重估。
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