地產股走強 家電家居股跟漲 機構稱地產行業悲觀預期改善
格隆匯8月16日丨近期表現活躍的地產股今日再度上漲,格力地產、蘇寧環球漲停;龍頭萬科A一度漲超3%,且自7月28日以來反彈逾17%;保利地產一度漲近7%,且自8月2日以來反彈逾30%。地產股的活躍帶動家居和家電股跟漲,家電板塊自7月28日以來反彈逾13%,美的集團自7月底以來方案逾23%,家居股自7月底以來反彈近10%,歐派家居自7月底以來反彈逾25%。國盛證券近日稱,近期地產行業悲觀預期逐步得到修復:1)青島、深圳、上海等地暫緩集中供地,後續政策或將調整,控制土地溢價率過快上漲,行業盈利預期有望改善。2)恆大公吿擬出售物業、汽車等子公司股權融資,信用風險悲觀預期或已逐步觸底。3)保利地產公吿實控人及高管擬增持公司股份。地產及相關產業鏈公司估值有望迎來修復。
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