《大行》花旗：润地(01109.HK)和贝壳(02423.HK)是内房好转主要受惠者内银首选建行(00939.HK)

阿斯达克财经07-15

花旗发表报告指，内地为稳定房地产行业而采取的历史性措施(517楼市新政)在经历最初的情绪振奋后，市场情绪正逐渐降温。
花旗指，虽然该政策实施过程中存在挑战，但认为现在就否定对房地产和银行业可能产生的深远积极影响仍为时过早。该行持乐观态度有两个原因，包括最近在郑州和济南的去库存试点计划取得成功；相信517 措施将不断获得政策支持。

花旗认为华润置地(01109.HK) 和贝壳-W(02423.HK) 是内房好转主要受惠者。银行方面，房地产去库存化可缓解对资产质量的担忧，降低系统性风险和股票风险溢价，内银首选招商银行(600036.SH) 和建行(00939.HK) 。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-12 16:25。) (A股报价延迟最少十五分钟。)

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href=\"https://laohu8.com/S/600036\">招商银行</a>(600036.SH)<span> </span>和建行(00939.HK)<span> </span>。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-12 16:25。) (A股报价延迟最少十五分钟。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》花旗：润地(01109.HK)和贝壳(02423.HK)是内房好转主要受惠者  内银首选建行(00939.HK)</title>\n<style 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href=\"https://laohu8.com/S/01109\">华润置地</a>(01109.HK)<span> </span>和<a href=\"https://laohu8.com/S/02423\">贝壳-W</a>(02423.HK)<span> </span>是内房好转主要受惠者。银行方面，房地产去库存化可缓解对资产质量的担忧，降低系统性风险和股票风险溢价，内银首选<a href=\"https://laohu8.com/S/600036\">招商银行</a>(600036.SH)<span> </span>和建行(00939.HK)<span> </span>。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-12 16:25。) (A股报价延迟最少十五分钟。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1363518/latest-news/AAFN\">阿斯达克财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0067412154.USD","symbol_name":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) 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《大行》花旗：润地(01109.HK)和贝壳(02423.HK)是内房好转主要受惠者 内银首选建行(00939.HK)

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《大行》花旗：润地(01109.HK)和贝壳(02423.HK)是内房好转主要受惠者内银首选建行(00939.HK)