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港股異動 | 內房股午後普跌 大摩降內房盈利預測
格隆匯5月27日丨綠城中國跌近4%,中國金茂跌近3%,中駿集團、綠景中國跌超2%,新城發展、碧桂園、富力地產、龍湖集團等均跌超1%。摩根士丹利發表報吿表示,儘管持續的放鬆措施應會降低系統性風險,但今年房地產行業仍面臨銷售疲軟和流動性壓力,將中資地產股今明兩年的盈利預測平均下調15%和17%,以反映收入和毛利率的下降。報吿又指,地產股將會繼續區間震盪,A股對寬鬆政策更為敏感,港股則對下行風險更為敏感,建議選擇性投資股票,首選華潤置地和中海外。

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