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大行評級|瑞銀:上海推房地產組合拳 行業首選潤地、龍湖、越秀地產及貝殼
瑞銀髮表報吿指,上海推房地產組合拳,包括下調首期比例和按揭利率。行業首選維持潤地、龍湖、越秀地產及貝殼。該行認為貝殼最受惠,因其在一線城市的交易量最大,尤其是二手交易,而開發商則更多接觸二線城市。報吿指,根據該行過去兩週對多家房地產代理公司渠道調查,一線城市和核心二線城市的房地產參觀量和成交量與5月17日政策放鬆前相比分別回升20%和10%,該行預計未來數週上海樓市成交量和人流量可能會進一步回升。展望未來,瑞銀預計下一個催化劑是其他一線城市宣佈放寬房地產措施,以及地方政府宣佈收購已完成的商品房存貨。
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