港股異動丨內房股上揚 萬科企業(2202.HK)等3股均漲6%
格隆匯1月11日丨內房股全線上漲,萬科企業、時代中國控股、龍光地產漲皆升6%領漲,中國金茂、新城發展、中國海外發展等均上漲。野村日前指出,所覆蓋的17間內房企業去年12月銷售按年升31%。儘管受疫情影響,但計及銷售強勁的12月份後,大部份內房都達到其全年銷售目標,預期獲該行跟蹤研究的內房企業2021年銷售增速將放慢至9%,並對板塊維持樂觀的看法,行業首選碧桂園、新城發展及旭輝控股,均予買入評級,同時長期看好收租組合強勁的股份,如華潤置地。富瑞此前表示,建議佈局內地中型地產股,考慮到開發商現金流的改善及行業估值低谷,預計內房股繼續下行空間有限,並有可能在今年首季實現反彈。另外,日前貝萊德增持萬科企業109.74萬股,持股比例首次超過5%。
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