$贝壳(BEKE)$_老虎社区_美港股上老虎

锐哥玩砖头

01-09

$贝壳(BEKE)$ 保利的风险比万科要大得多！

2021、2022、2023年，保利每年拿地超过1500亿，大多是溢价拿地。

无论是有息负债、存货，保利都比万科多，

目前房子销售难、房价未止跌，保利的风险自然大多了！

只不过，万科影响力大，保利又是央企，大多是银行融资，所以，做空势力尚未对准保利发难，

保利12月份的销售才150亿。

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