平安证券：政策博弈窗口临近房地产板块短期可适度积极

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智通财经APP获悉，平安证券发布研究报告称，站在目前时点，地产板块已回撤至4月低点，近期重点城市销售逐步好转，叠加7月重要会议召开，7月或为新一轮博弈窗口，对板块表现可适度乐观。个股建议关注积极优化土储、具备基本面支撑、估值修复空间仍大的优质房企如中国海外发展(00688)、招商蛇口(001979.SZ)、越秀地产(00123)等，同时建议关注经纪贝壳-W(02423)、代建绿城管理控股(...

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平安证券：政策博弈窗口临近 房地产板块短期可适度积极

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平安证券：政策博弈窗口临近房地产板块短期可适度积极