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《大行報告》摩通:要推動內地樓市復甦 重振購房者信心更爲關鍵
人行下調首套房貸利率20個基點。摩通發表研究報告,這政策有助於改善內地住宅負擔能力,但事實上按揭利率自去年第四季以來下降了50至60個基點,但銷售仍然疲軟,而且不管有沒有這個新措施,實際按揭利率可能仍然處於下降趨勢,爲了推動內地樓市復甦,重振購房者的信心更爲關鍵。 大摩表示,市場更希望看到更大幅度的需求端寬鬆政策,尤其是刺激換樓需求、更多樓價穩定的跡象、防疫措施解封。該行認爲內房股股價可能會做出積極反應,但可持續的反彈需要更長期的銷售復甦。該行首選股仍爲中國海外發展(00688.HK)、華潤置地(01109.HK)、龍湖(00960.HK)、萬科(02202.HK);物管股中看好華潤萬象生活(01209.HK)、保利物業(06049.HK)和中海物業(02669.HK)。
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