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中泰證券:看好房地產板塊的中長期配置機會
中泰證券研報表示,現房銷售將對房地產行業的發展和房企經營模式產生長遠的影響,後續仍需關注地方的落實情況及具體的配套支持政策。繼續看好房地產板塊的中長期配置機會,建議關注佈局一二線城市、基本面穩健、安全邊際較高的房企;港股方面可關注具備估值優勢與彈性的龍頭公司。
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