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港股異動 | 內房股普漲 世茂房地產升逾5%領漲
格隆匯 02-11 11:13
格隆匯2月11日丨內房股普漲,世茂房地產(0813.HK)升5.12%領漲,綠城中國、融創中國漲近5%,中國奧園、佳兆業集團、旭輝控股、碧桂園等漲逾3%。個股方面,保利置業集團昨晚公佈,1月合約銷售額同比增加30.43%至人民幣30億元;恆隆地產於2月4日獲Hang Lung Group增持10萬股。板塊上,富瑞近日發研報指,為減低新冠肺炎對整體經濟及財政的影響,市場料未來數月將有更多政策或信貸寬鬆出台,對整個行業有利,建議投資者伺機抄底。美銀證券亦指,內房股首季合約銷售或受疫情拖累,下調內房股平均盈利預測2%,對內房股盈利輕微調整主因相信剛性需求僅是延後,並沒有因疫情爆發而消除。經過本次調整後,會帶來更多行業整合機會。看好具實力的內房股,包括有良好的盈利可見性、充足的流動性以及較少對酒店業的投資,行業首選華潤置地,龍湖及金茂。
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