金吾财讯 | 港股内房股受压，截至发稿，富力地产（02777）跌6.72%，融创中国（01918）跌6.15%，碧桂园（02007）跌5.91%，万科企业（02202）跌5.88%，龙湖集团（00960）跌5.04%，远洋集团（03377）跌5.00%，中国海外发展（00688）跌3.74%，中国金茂（00817）跌3.70%，中国海外宏洋集团（00081）跌3.23%，建发国际集团（01908）跌3.17%。消息面上，东吴证券新近研究指，房地产市场仍处于筑底调整阶段，开发投资、新开工等供给端指标延续承压，但销售金额累计同比及房价同比降幅边际收窄，个人按揭贷款降幅有所收窄。一线城市价格表现相对稳定，核心城市优质项目仍具备一定市场支撑。该机构预计行业修复仍以结构性改善为主，具备长期竞争壁垒的商业龙头公司，以及受益于二手房市场边际改善的经纪平台有望率先受益。投资建议：1）房地产开发；2）商业及物业管理；3）房地产经纪。
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.