政策持續向好,房地產ETF(512200)兩連升
A股三大指數翻紅,房地產板塊領升,棲霞建設、華麗家族、市北高新升停,帶動房地產ETF(512200)升超2%,錄得兩連升。消息面上,重磅會議時隔14年再提“適度寬鬆”的貨幣政策,首提穩住股市樓市。在多項房地產利好政策推動下,11月份房地產市場繼續回暖,11月30城新房成交面積環比增長12.4%,同比增長20.6%,多地二手房成交創階段性新高。招商證券表示,市場或逐步建立企業端信用底出現以及供需關係改善的預期,這種預期或帶動房地產板塊的估值修復,並且整個A股市場中與房地產相關度較高的產業鏈及消費板塊也或得到明顯的估值修復。房地產ETF(512200),場外聯接基金(A類:004642;C類:004643)
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