高盛发表报告指，在过往的房地产周期中，股市一直扮演领先指标的角色。目前中国一线城市房价已显示出令人鼓舞的企稳迹象，自2026年3月底以来，该行覆盖的内房开发商股价平均上涨6%，其中表现更强的国企开发商平均上涨17%，而中海外发展(00688.HK) 及华润置地(01109.HK) 的股价更上涨约30%。报告指，今次反弹显示，市场可能已开始计入比该行基准情境更广泛的复苏，即上海及深圳将带领目前的...
Source Link高盛发表报告指，在过往的房地产周期中，股市一直扮演领先指标的角色。目前中国一线城市房价已显示出令人鼓舞的企稳迹象，自2026年3月底以来，该行覆盖的内房开发商股价平均上涨6%，其中表现更强的国企开发商平均上涨17%，而中海外发展(00688.HK) 及华润置地(01109.HK) 的股价更上涨约30%。报告指，今次反弹显示，市场可能已开始计入比该行基准情境更广泛的复苏，即上海及深圳将带领目前的...
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