港股異動丨內房股普漲 券商看好四季度房地產板塊估值修復
格隆匯11月27日丨內房股普遍上漲,綠城中國漲5%,佳兆業集團漲4.4%,中國恆大、中國金茂皆升超3%,融創中國、華潤置地、碧桂園等均上漲。中信建投發文稱,伴隨着宏觀經濟的良好復甦,順週期板塊的估值正逐步得到修復,其中房地產板塊作為業績確定性較強、且年內漲幅最低的板塊之一,當前估值低估較嚴重,看好四季度房地產板塊估值修復。同時,市場已逐步認識到“345”融資新政出台後帶來的板塊普遍殺估值是非理性行為,未來行業內估值將逐步分化,因此繼續看好財務健康、盈利能力較強優質房企的具備跑出超額收益的機會。

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