《大行報告》摩通:「金融16條」方向積極 惟不能意味民企內房走出困境 升勢或短暫
摩根大通發表研究報告,指內地日前出台「金融16條」是一個及時的後續舉動,展示內地政府更急於緩解開發商的流動性,故指出「金融16條」方向積極,惟不能意味單靠此舉,民企內房便可走出困境。
該行相信,內房板塊股價升勢或短暫,因主要是受到情緒推動,預計在銷售穩步改善前,這情況並不會延續下去,該行仍看好國企包括中國海外發展(00688.HK)、華潤置地(01109.HK)、華潤萬象生活(01209.HK)、保利物業(06049.HK)及中海物業(02669.HK)。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.