FLYTGR
10-04
同感 现在地产危机和去库存远未结束
@股谈:
$万科企业(02202)$ 万科股价已经相当于2015年,然而公司基本面和行业未来前景和2015年相比完全不可同日而语。目前地产股的价格,即使是所有乐观预期都实现了,依然是高估的。更何况聪明人都明白,地产这个行业周期调整,远远没有结束。
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