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　　9月25日消息，港股内房股下挫，万科、碧桂园、世茂集团跌超5%，远洋集团跌5%，融创中国、中国金茂跌超4%。

　　消息面上，此前市场传出的房贷贴息政策预期有所降温，多家机构认为全国性贴息落地概率不高。有分析师明确指出，“国家层面上，延长贷款期限其实和贴息/降息减少的利息差不多”。摩根大通亦表示，即便政策落地，实际效果高度依赖规模与执行细节，上限限制可能大幅压缩实质性刺激力度。

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