* 中港股市地产股周二齐升，沪深300地产指数.CSI000952早盘收升1.9%，恒生中国内地地产指数.HSMPI涨2%。市场已部分消化针对 “现房销售” 政策带来的担忧。
* 招商蛇口001979.SZ、保利发展600048.SS和万科A000002.SZ早盘升幅介于1.3-2.8%；华润置地1109.HK、贝壳2423.HK和龙湖集团0960.HK涨幅介于1.3-4.2%。
* 花旗最新研报称，市场已部分消化针对 “现房销售” 政策带来的担忧，担忧主要包括新房市场规模收缩、资金周转周期拉长对企业盈利造成冲击。尽管三季度楼市销售表现向好，但在地方层面尚未出台配套落地细则前，尚无法下定最终结论；企业与投资者需要消化该政策的长期影响，预计行业将维持震荡。
花旗认为，改革将加速行业寡头化进程，推动核心城市供需再平衡，进而有望带动2027年房价回暖。9月市场回调，将是布局10月行情的潜在买入时机，花旗关于2027年核心城市地产复苏的投资逻辑维持不变。（完）
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