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政策相繼落地,內房股行情能延續多久?

近日,受下調首付比例、降低房貸利率和內地四個一線城市全面落地“認房不認貸”等消息刺激。港股內房股近幾日持續大漲,其中融創中國和中國恆大都累計一度漲超200%。政策組合拳下,房企基本面會得到改善嗎?這波瘋狂漲幅能延續多久?
近日,受下調首付比例、降低房貸利率和內地四個一線城市全面落地“認房不認貸”等消息刺激。港股內房股近幾日持續大漲,其中融創中國和中國恆大都累計一度漲超200%。政策組合拳下,房企基本面會得到改善嗎?這波瘋狂漲幅能延續多久?
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    Hong Kong real estate stocks have risen, and Sunac has continued to rise sharply. The reasons are:
    1) Since September 5, Sunac has returned to Hong Kong Stock Connect and has become the only real estate company in this group. It received liquidity support from southward capital.
    2) The Hong Kong stock market was closed on Friday, and the weekend policy was not reflected in a timely manner. Combined, the valuation was lower than Valley A, and the Hong Kong stock market reflected policy expectations this week.
    3) The opening of Sunac's Beijing No. 1 Hospital project has just benefited from policy liberalization. Currently, 670% of the opening of the market has been eliminated, and the response has been quite good.
    $SUNAC (01918.HK)$ $CHINA VANKE (02202.HK)$ $COUNTRY GARDEN (02007.HK)$
    1
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