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《大行報告》中金料內房股估值難再進一步下挫 在新規強化下長期趨勢分化
阿思達克 01-04 14:22
中金發表報告表示,內房行業股本回報率表現的差距未來將逐步收窄,平均水平逐步回歸中雙位數的合理水平,開發商賺取超額回報的突破點將轉為加強周轉和盈利能力,因此該行認為資金將帶動市場份額向具備「管理溢價」的房企聚集。

該行指,在新規強化下,內房公司基本面長期趨勢分化仍是帶動股價走勢不同的主要因素;從行業政策面和基本面出發,認為內房股估值難再進一步下挫,而投資者對個股長期趨勢形成一致預期的過程將自下而上催生板塊內部的結構性機會。

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