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內房股反彈,正榮地產(6158.HK)領銜走高,投行相信內房質量將持續改善

格隆匯11月19日丨正榮地產大漲9%表現最佳,龍光集團漲4.5%,富力地產、華潤置地漲超3%,碧桂園、萬科等皆上漲。

大和發研報認為,中國房地產數據10月份進一步趨弱,而內房信貸進一步放鬆,以及部分城市放寬土地招標要求,對發展商而言是正面信息,惟認為內房板塊目前仍未走出困境。

但該行認為,相信內房質量將持續改善,中國內地與香港房地產公司對全球投資者的重要性或有所增加。摩通亦料內房股未來或迎更多融資活動,看好華潤置地、龍湖集團等股。

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