港股异动|内房股持续拉升机构指地产投资韧性仍在
格隆汇8月15日丨内房股持续拉升,越秀地产(0123.HK)涨5.81%、中国奥园(3883.HK)涨4%、佳兆业集团(1638.HK)涨3.5%、龙光地产(3380.HK)涨3.39%。中信证券指出,当前的融资收紧,主要是对2019年6月部分城市网签过于火爆,土地出让金上升。深信,不存在通过房地产刺激经济的可能性,但维持房地产市场稳定仍是目标。建议投资者勿对政策态度过于悲观。同时,报告认为尽管龙头公司销售市占率提升开始减速,但盈利能力具备明显优势。国信固收指,7月房地产开发投资累计同比增速继续回落但仍高于去年全年水平,房地产开发投资的增速变化呈现较强的韧性,短时间内仍有支撑。
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