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港股異動 | 內房股普漲 世茂房地產(0813.HK)升逾5%領漲
格隆匯 02-26 10:36
格隆匯2月26日丨內房股普漲,入選了格隆匯2020十大核心資產的世茂房地產(0813.HK)升逾5%領漲,中國奧園、旭輝、萬科、融創漲逾4%,富力地產、合景泰富漲逾3%。個股方面,中國奧園昨晚發盈喜公告稱,預期2019年度核心淨利潤同比增長逾50%。板塊上,瑞銀近日發報告稱,維持對內房發展商正面看法,因行業受政策支持及進行整合,又指在經過壓力測試後並不擔心上市內房企業的現金流問題,反而認為目前環境可能出現整合機會,首選富力、融創、世茂和時代中國。此前該行亦稱,相信數個內地城市推出有利政策以支持開發商物業投資及建築活動後,未來也將會有更多政策推出,以防止內房行業出現違約風險,政策或包括進一步放鬆開發商融資。在政策放鬆下,仍看好內房板塊。
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