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美股異動丨內地房地產市場回穩,貝殼、房多多盤前大漲8%、7.2%

美股中概股全線拉昇,其中,貝殼、房多多美股盤前分別大漲8%、7.2%。消息面上,在一系列政策支持下,一線及核心二線城市房地產市場明顯回穩。從數據來看,3月,一線城市新房、二手房成交量同比均大幅增長,其中,北京新房成交面積同比增長46%,深圳二手房成交套數同比增長58%。中泰證券研報表示,2025年第一季度土地市場縮量上漲。當前房地產銷售市場與土地市場都處於復甦期,政策環境持續發力,也爲近年來最寬鬆的時候,預計板塊的估值會隨着政策呵護持續修復,建議關注業績穩健且安全度較高的龍頭房企。(格隆匯)

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