摩根大通发表研究报告指，国庆黄金周专家对内房前景语调较预期审慎。该行预期全国性政策落地后，高频销售数据或在未来数周转弱，板块短期或跑输大市。不过，如利润率扩张及房价企稳的情况从上海扩展至更广泛地区，市场或于2027年上半年重现反弹机会。摩通引述行业专家指，对黄金周二手楼成交异常强劲的可持续性存疑，但仍预计二手楼销售于第四季保持韧性，全年潜在增长或达约12%至13%。另外，按揭利息补贴较预期支持性，...
Source Link摩根大通发表研究报告指，国庆黄金周专家对内房前景语调较预期审慎。该行预期全国性政策落地后，高频销售数据或在未来数周转弱，板块短期或跑输大市。不过，如利润率扩张及房价企稳的情况从上海扩展至更广泛地区，市场或于2027年上半年重现反弹机会。摩通引述行业专家指，对黄金周二手楼成交异常强劲的可持续性存疑，但仍预计二手楼销售于第四季保持韧性，全年潜在增长或达约12%至13%。另外，按揭利息补贴较预期支持性，...
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