中金:内房股基本面正逐步筑底 整体信心和预期已在修复进程中
中金发表报告,指内地房地产板块基本面正逐步见底,尽管未来一段时间内不排除仍有部分企业出现流动性问题,但行业整体信心和预期已在修复进程中。该行看好龙湖(0960.HK) 、华润置地(1109.HK)、中国海外发展(0688.HK)、旭辉(0884.HK)、建发国际(1908.HK)、越秀地产(0123.HK)、碧桂园(2007.HK) 、融创中国(1918.HK) 。物管板块则看好保利物业(6049.HK、旭辉永升服务(1995.HK)、中海物业(2669.HK)、碧桂园服务(6098.HK)。
中金认为,当前政策端方向明确、路径可期,基本面后续重点关注政策执行节奏及力度,建议投资者择机布局优质头部公司。
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