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大行評級|大和:內房近期受政策支援現交易機會 首選潤地及越秀

大和發表報吿指,5月份內房銷售未見明顯復甦,但一線城市出現令人鼓舞的跡象。該行在與上海房地產中介討論後發現,在上海推出數十年來最大規模的房地產寬鬆政策後,上週末購房者情緒明顯回升,一些項目的人流量按周躍升超過300%,導致他們連夜取消折扣。

該行認為,上述因素將逐步轉化為6月合同銷售改善,但仍對持續性改善持懷疑態度。短期內政策支持主題會帶來策略性交易機會,而國企內房仍是最理想的長期投資機會,行業首選華潤置地及越秀地產。

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