國金證券:地產行業基本面持續修復,持續強call龍頭企業
國金證券:帶看及成交數據好轉反映有望兌現“小陽春”行情。土地成交溢價率上漲疊加近期貝殼入通及保利發佈估值提升計劃等催化,有望帶動地產板塊情緒復甦。此外還需要關注以“杭州六小龍”爲代表的科創企業對杭州板塊需求的潛在刺激。持續推薦穩健經營且政策敏感型標的。
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