智通财经APP获悉，部分内房股午后爆发，截至发稿，世茂集团(00813)涨45.59%，报0.099港元；旭辉控股集团(00884)涨24.24%，报0.041港元；富力地产(02777)涨15.91%，报0.255港元；雅居乐集团(03383)涨10.3%，报0.182港元。
消息面上，今年十一国庆假期，受利好政策影响，楼市表现回温。根据北京市住建委数据，10月1日至7日，北京新房成交1008套，同比增长161.1%、环比增长40.8%。据各地住建委，杭州、南京、武汉的新房成交套数分别为86套、587套、783套，同比增长196.6%、325.4%、59.5%。
摩根大通发布研报称，内地住宅市场国庆黄金周初步销售数据令人鼓舞，26城实时二手成交同比升59%，44城看楼量同比升16%，新房认购量同比升15%。这并不令人意外，因10月1日按揭补贴政策生效后首周，属全国政策落地后的即时反应，真正问题在于一至两个月后的可持续性。
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