港股异动 | 内房股涨幅居前 上半年重点城市表现好于预期 下半年地产政策预期再次提升

智通财经
Jul 29

智通财经APP获悉,内房股涨幅居前,截至发稿,融创中国(01918)涨7.55%,报0.57港元;龙湖集团(00960)涨6.07%,报7.16港元;越秀地产(00123)涨4.75%,报3.75港元;万科企业(02202)涨3.33%,报2.48港元。

消息面上,7月15日,6月70城房价及上半年房地产开发销售数据出炉。在国务院新闻办公室当天举行的发布会上,国家统计局副局长毛盛勇表示,从上半年的相关数据看,政策成效逐步显现,房地产市场出现了一些积极变化。

长江证券发布研报称,客观来讲尽管近期二手实时成交量价数据边际转弱,但上半年重点城市尤其京沪基本面表现高于市场预期,参照历史经验,短期强力政策出台的紧迫性或相对较低。该行指出,淡季行业基本面边际转弱,叠加重大会议时点临近,资本市场对地产政策的关注度再次提升。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10