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內房股全線回落 小摩稱即使有政策放鬆預期反彈也不會持續
格隆匯 09-19 11:34
格隆匯9月19日丨自8月中以來整體反彈的港股內房股今日明顯回落,旭輝控股跌近9%,合景泰富跌超7%,富力地產、碧桂園跌超6%,龍湖集團跌超5%,禹洲集團、中駿集團、時代中國、雅居樂和新城發展跌超4%。摩根大通9月16日發表報吿指,自8月中以來,內房股表現跑贏MSCI中國指數17%。到目前為止的反彈已經持續了26個交易日,而過去五次反彈的平均時間只有22天。摩根大通認為,即使有政策放鬆的預期,內房股反彈亦不會持續。

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