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港股異動 | 內房股繼續走強合景泰富漲逾4% 大行認為行業有吸引
格隆匯 12-11 16:05
格隆匯12月11日丨內房股今日繼續走強,合景泰富集團(1813.HK)漲4.37%、富力地產(2777.HK)漲3.85%,華潤置地、融創中國、綠城中國等漲逾2%。大摩研報指,預期內房股在2020年的表現將跑贏恆指,主要是受政策及信貸放鬆、優質發展商具穩健的合同銷售及盈利增長、以及估值吸引所帶動,繼續認為此行業具吸引力。而花旗認為,今年前11月,部分內房企全年銷售目標鎖定較高,12月及2019年全年、2020年銷售業績可期。受惠於銷量優於預期,加上最新政策未有提及該行業,釋放温和政策基調,相信內房股反彈勢頭將延續。
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