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地產股走強,新城控股逼近漲停,央行下調5年期LPR利率
格隆匯1月20日丨華遠地產封漲停板,新城控股逼近漲停,金科股份、中交地產漲超6%,中南建設、濱江集團、南山控股漲超5%,陽光城、華夏幸福漲超3%,萬科A、世茂股份漲超2%。央行宣佈下調5年期LPR利率5個基點至4.6%(預期為4.55%),這是5年期LPR利率時隔20個月的首次下降,有銀行業內人士稱,銀行房貸利率有望最快於明日調整。弘則研究稱,五年期LPR的調降本身意味着對於房地產調控的進一步放鬆,尤其這是針對需求端的放鬆,還是比較有信號性意義的,但從幅度上本次調降幅度沒有“頂格”,意味着短期內對房地產的放鬆不會一下子“開足馬力”,央行還是比較剋制的,秉持着走一步看一步的態度。

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