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《大行報告》摩通:下調5年期LPR對提高負擔能力有幫助 惟增強置業者信心對推動房產銷售復甦更爲關鍵
摩通發表報告指,過去一週政策放鬆的力度愈來愈大,5年期以上LPR出乎意料地下調15個基點,顯示中央政府目前更堅定要提振疲軟的房地產市場,而地方政府亦加快行動。 不過,摩通認爲,雖然下調5年期LPR對提高負擔能力有幫助,但要推動房地產銷售明顯復甦,增強置業者信心更爲關鍵,措施包括放寬封控、證明樓價穩定、經濟活動正常化。 摩通指,截至5月21日的一週,30個城市的銷售量基本按周持平,未見到有重大改善。在銷售顯示出可持續的復甦前,在選股上將保持防守性,包括中國海外(00688.HK)、華潤置地(01109.HK)、龍湖(00960.HK) 、萬科(02202.HK)。物管股選擇有華潤萬象生活(01209.HK)、保利物業(06049.HK)和中海物業(02669.HK)。
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