港股异动 | 内房股今日普跌 地产投资加速下行 机构指其他数据也仍在触底阶段

智通财经
Jun 18

智通财经APP获悉,内房股今日普跌,截至发稿,绿城中国(03900)跌4.78%,报7.37港元;融创中国(01918)跌3.85%,报0.75港元;富力地产(02777)跌1.96%,报0.25港元。

消息面上,统计局数据显示。地产投资同比增速在5月单月已经下降至-24.9%,相比于4月的-20.1%进一步降幅走阔。5月销售金额/面积分别同比-9.8%和-14.1%,远好于投资与开工。国泰海通证券指出,地产投资加速下行,符合此前判断,其他数据也仍在触底阶段,供给继续出清、需求有望改善的局面仍没变。

国信证券则表示,当前地产股折价幅度已对未来房价跌幅充分甚至过度悲观定价,且数据连续改善并未体现于股价,若数据能够持续向好,少量的空转多就能带来较大提振。在未来高频数据不二次探底的假设下,房价止跌将成为共识,部分城市出现上涨,减值压力明确降低。

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