港股内房股集体低迷，其中，金辉控股大跌近19%，世茂集团跌7.69%，绿城中国、龙光集团跌超3%，旭辉控股、远洋集团、中国海外宏洋集团、越秀地产、龙湖集团跟跌。 消息上，国家统计局日前公布的数据显示，1-4月全国房地产开发投资同比下降13.7%，而市场预期仅为下降11.5%，这一"预期差"直接打击了市场信心。与此同时，4月70城房价同比跌幅扩大至3.5%，创下11个月最大跌幅。虽然环比跌幅收窄至0.1%，但"以价换量"的格局并未根本改变。 更关键的风险信号来自信贷端：央行日前最新数据显示，4月居民中长期贷款减少3408亿元，同比多减2177亿元，环比减少6361亿元。这一数据直指房贷需求全面收缩——意味着即便政策端持续宽松，居民加杠杆购房的意愿仍未有效激活。
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