中央倡調整房策不提「房住不炒」 內房物管股普遍彈10%至21% 碧服及龍湖跑贏
中央政治局會議提出優化民企發展環境,適時調整房地產政策,會議不再提及「房住不炒」。花旗指此舉爲進一步寬鬆打開大門。內房及物管股股今天(25日)全面急彈,尤其是藍籌龍湖(00960.HK)一舉升破10天、20天及50天線(介乎16.48至17.9元),最高見18.98元,現報17.88元,急彈21%;碧桂園(02007.HK)由逾八個月低位重越10天線,最高見1.47元,現報1.45元,急彈15%;潤地(01109.HK)及中海外(00688.HK)重越50天線,最高見33.9元及17.78元,現報33.55元及17.58元,急彈9%及11%。
非藍籌內房萬科(02202.HK)、富力(02777.HK)、綠城中國(03900.HK)、雅居樂(03383.HK)、融創(01918.HK)、越秀地產(00123.HK)及新城發展(01030.HK)彈逾10%至16%,其中萬科股價由至少逾八年低位反彈重越10天及20天線(9.9元及10.2元),最高見10.42元,現報10.32元,急彈逾10%;越地高見9.6元(暫受制250天線9.63元),現報9.51元,急漲13%。
建發國際(01908.HK)、時代中國(01233.HK)、龍光集團(03380.HK)及寶龍地產(01238.HK)彈逾8%至12%、中駿集團(01966.HK)揚16.7%。
主要物管股急彈7%至20%,藍籌碧服(06098.HK)彈力最強,股價由逾八個月低位回升,最高見9.05元,現報8.87元,急彈約20%;同爲藍籌華潤萬象生活(01209.HK)重越10天線,最高見38元,現報37.75元,回升7.1%。
世茂服務(00873.HK)、合景悠活(03913.HK)、新城悅服務(01755.HK)、雅生活(03319.HK)及融創服務(01516.HK)急升10%至12%;中海物業(02669.HK)重越包括250天線的五條移動平均線,最高見8.74元,現報8.56元,反彈逾7%。
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