交银国际：首予物流房地产行业领先评级签买入顺丰房托及安博

智通财经网2024-12-23

智通财经APP获悉，交银国际发布研究报告称，首次覆盖物流房地产行业，给予领先评级，并给予安博(PLD.US)及顺丰房托(02191)“买入”评级。考虑到未来几年多个需求增长动力和供求关系的改善，该行对行业的长期前景持乐观态度。该行还认为，从租金增长和潜在资本收益两方面来看，物流房地产可比其他房地产资产提供超额回报。另指美联储进一步降息将继续推动物流房托基金(REITs)的重估，并在短期内表现领先。...

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交银国际：首予物流房地产行业领先评级 签买入顺丰房托及安博

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交银国际：首予物流房地产行业领先评级签买入顺丰房托及安博