摩通：相信内房股昨日回升由短仓回补带动待更好入市点吸纳防守型国企背景内房

AAFN2022-07-19

摩根大通发表报告指，经过一周的调整後，由於中银保监承诺「保交楼」，内房股昨日(18日)回升了4%，该行相信主要是由短仓回补推动。不过，摩通认为，内地需要有更具体的措施处理是次烂尾楼事件，以重新获得置业人士的信心，亦要有证据表明行业销售持续复苏。该行估计行业或会保持疲弱，预期任何股价上升都属短暂，因市场忧虑有关风险或传至更高质素的发展商。该行建议等待更好的入市时机，吸纳防守型、有国企背景的内房企业，...

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It is necessary to better enter the market to absorb the defensive state-owned enterprise background","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00688":0.9,"03377":0.6,"01966":0.6,"01995":0.6,"02007":0.6,"02202":0.6,"02669":0.6,"02868":0.6,"02869":0.6,"03121":0.6,"03319":0.6,"03333":0.6,"01918":0.6,"03383":0.6,"06049":0.6,"06098":0.6,"06666":0.6,"09666":0.6,"00960":0.6,"00119":0.6,"00123":0.6,"00207":0.6,"00337":0.6,"00410":0.6,"00604":0.6,"00754":0.6,"00817":0.6,"00884":0.6,"00081":0.6,"00978":0.6,"01109":0.6,"01209":0.6,"01238":0.6,"01516":0.6,"01528":0.6,"01777":0.6,"01813":0.6},"content_text":"摩根大通发表报告指，经过一周的调整後，由於中银保监承诺「保交楼」，内房股昨日(18日)回升了4%，该行相信主要是由短仓回补推动。不过，摩通认为，内地需要有更具体的措施处理是次烂尾楼事件，以重新获得置业人士的信心，亦要有证据表明行业销售持续复苏。该行估计行业或会保持疲弱，预期任何股价上升都属短暂，因市场忧虑有关风险或传至更高质素的发展商。该行建议等待更好的入市时机，吸纳防守型、有国企背景的内房企业，包括中国海外  、华润置地  、华润万象生活  、保利物业  及中海物业  ，并对所有陷入困境的房企维持审慎。内房股份│评级│目标价华润置地  │增持│45元中国海外  │增持│32元万科企业  │增持│25元龙湖集团  │增持│50元碧桂园  │增持│7.6元旭辉控股  │增持│6元融创中国  │减持│4.1元中国金茂  │减持│3.5元物管股份│评级│目标价碧桂园服务  │增持│58元华润万象生活  │增持│47元保利物业  │增持│72元恒大物业  │减持│2元中海物业  │增持│11.5元绿城服务   │增持│12元融创服务  │减持│4.7元金科服务   │中性│19.5元旭辉永升服务  │增持│16.5元雅生活服务  │减持│11.5元(ek/u)~阿思达克财经新闻网址: www.aastocks.com","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2252998322"}

摩通：相信内房股昨日回升由短仓回补带动 待更好入市点吸纳防守型国企背景内房

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摩通：相信内房股昨日回升由短仓回补带动待更好入市点吸纳防守型国企背景内房