港股異動 | 物業管理股暴漲,碧桂園服務、佳兆業美好漲超15%
格隆匯11月4日丨物業管理股暴漲,萬物雲漲18%、世茂服務漲17%,碧桂園服務、佳兆業美好漲超15%,綠城服務、融創服務等多股漲幅在10%以上。光大證券指,物管行業定位“社會治理基層支柱”,政策面持續友好,行業發展空間廣闊;國家部門發文推動智慧社區建設,物管企業作為“關鍵實施載體”獲得更多發展機遇。我們認為物管行業政策面、基本面和長期發展向好的趨勢沒有改變,短期受到美聯儲加息、俄烏衝突等宏觀因素影響,年初至今板塊整體回調明顯,部分個股的股價波動較大,提供較好的配置時機。

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