研报点睛：午后走强！关注三条主线

东方财富研究中心12-03

12月3日，沪指涨0.44%，深证成指跌0.4%，创业板指跌0.44%。盘面上，房地产开发行业板块涨1.48%；个股方面，衢州发展、华夏幸福等涨停，沙河股份、津投城开等均有不同程度上涨。中银证券表示，当前行业大方向向好较为明确，围绕楼市供需两端、经济复苏的政策仍在持续发力过程中，且后续的政策或更具针对性，最新出台的住房交易税费降低新政可以在一定程度上巩固前期市场修复行情。对于地产板块的投资机会来说...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241203190921a2692804&s=b><strong>东方财富研究中心</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月3日，沪指涨0.44%，深证成指跌0.4%，创业板指跌0.44%。盘面上，房地产开发行业板块涨1.48%；个股方面，衢州发展、华夏幸福等涨停，沙河股份、津投城开等均有不同程度上涨。中银证券表示，当前行业大方向向好较为明确，围绕楼市供需两端、经济复苏的政策仍在持续发力过程中，且后续的政策或更具针对性，最新出台的住房交易税费降低新政可以在一定程度上巩固前期市场修复行情。对于地产板块的投资机会来说...</p>\n\n<a 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