投资建议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,我们认为今年北京、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,如贝壳、华润置地、中海、招商蛇口;2)配置地产开发的结构性成长,产品力强、存货质量优的标的有建发国际&建发股份、中国金茂、绿城中国、滨江集团,估值折价深且潜在弹性大的标的有中国海外宏洋、保利...
Source Link投资建议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,我们认为今年北京、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,如贝壳、华润置地、中海、招商蛇口;2)配置地产开发的结构性成长,产品力强、存货质量优的标的有建发国际&建发股份、中国金茂、绿城中国、滨江集团,估值折价深且潜在弹性大的标的有中国海外宏洋、保利...
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