花旗发表报告,认为近期本港地产股板块股价疲弱更多是由资金流向和利淡消息因素驱动,而非基本面恶化。花旗整合了近期的投资者反馈以及他们提出的某些双重约束观点,并分享该行对每一项的看法。该行称,部分投资者担忧房价复苏速度快于预期,或促使政府重新出台需求侧降温措施。该行认为,在当前价格水平下,这种风险为时尚早。参考过往的收紧周期:(1)2009年10月:房价自2008年11月的谷底上涨30%后,实施了贷款...
Source Link花旗发表报告,认为近期本港地产股板块股价疲弱更多是由资金流向和利淡消息因素驱动,而非基本面恶化。花旗整合了近期的投资者反馈以及他们提出的某些双重约束观点,并分享该行对每一项的看法。该行称,部分投资者担忧房价复苏速度快于预期,或促使政府重新出台需求侧降温措施。该行认为,在当前价格水平下,这种风险为时尚早。参考过往的收紧周期:(1)2009年10月:房价自2008年11月的谷底上涨30%后,实施了贷款...
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