地产股领港A两地股市全线大跌
格隆汇7月31日丨今日港A两地股市纷纷大跌,A股沪指跌0.7%,深证成指跌0.6%,创业板指跌0.6%;港股市场恒指跌1.4%,国企指数跌1.3%,红筹指数跌1.6%。从板块看,A股市场中跌幅居前的是房地产、建筑材料、食品饮料,个股中,市北高新跌超8%,嘉凯城跌超6%;港股市场中跌幅居前的是地产建筑、消费制造和电讯业股,个股中,万科企业跌近4%,宝龙地产、金地商置和旭辉控股跌超3%。中共中央政治局7月30日召开会议,会议重申“房住不炒”,并提出不将房地产作为短期刺激经济的手段,凸显了政策的连贯性和定力。人民日报评论指出,无论重申“房住不炒”,还是首提不将房地产作为短期刺激经济的手段,在国内经济下行压力加大的背景中,尤显可贵,更传递出鲜明信号:炒房,此路不通,炒房客早该凉凉;而那些图谋撕开调控口子的机构,也别幻想靠房地产刺激经济!
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