憧憬需求復甦內房股反彈 金茂、時代、旭輝及中駿續升逾4%-5%
恆指在科指、金融及地產升1.5%-1.9%推動,報21,433,續升270點或1.3%,總成交額540億元。
內房本月上半月銷售回暖,加上各地繼續出台刺激措施,包括河北廊坊首套房公積金貸款首付比例最低20%,鄭州宣布棚改選擇「房票」安置獎勵8%,購房不計入家庭限購套數。匯豐研究指,鄭州房票政策消息帶動內房股反彈,市場憧憬樓市需求復甦,該行最新給予多隻內房股「買入」評級。
內房股繼昨天發力急漲後,今早續跑贏,獲匯豐給予「買入」看5.1元及1.6元的旭輝(00884.HK)及中駿集團(01966.HK)高見3.65元創兩個月高及1.2元,現報3.63元及1.18元,續漲4.6%及5.4%。
雅居樂(03383.HK)、合景泰富(01813.HK)、中國金茂(00817.HK)及時代中國(01233.HK)續升約4%-5%,分別高見3.17元、2.48元、2.06元及2.7元,後者股價重越50天線(2.57元)。
獲匯豐給予「買入」評級分別看29元及47.4元的藍籌中國海外(00688.HK)及華潤置地(01109.HK)高見24.25元及35.4元,現報24元及34.7元,續升1.3%及1.6%。碧桂園(02007.HK)升破20天線,最高見4.77元,現報4.73元,續升2.4%;龍湖(00960.HK)續升1.3%曾高見34.4元。
綠城中國(03900.HK)及富力(02777.HK)續升2.3%-2.8%,分別高見15.58元及2.23元。美的置業(03990)續升1.3%曾高見12.6元(暫受制20天線12.62元)。
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