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華泰證券:房地產增量政策窗口或再臨
華泰證券研報表示,進入二季度,我們認爲從多個角度來看,房地產行業正迎來增量政策窗口:前瞻數據已出現季節性回落,步入傳統的政策窗口期的同時,又迎來美國關稅超預期,我們認爲此時出臺增量政策具有較強的可能性和迫切性,政策可能性方向主要是限制性政策放鬆、降利率、收儲及城中村改造等。我們認爲一線城市更具政策彈性,看好因此帶來的市場復甦節奏以及相關標的。
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