深思定投
2022-04-27
$中信证券(600030)$
中信证券最新研报表示,影响房地产行业相对收益的关键变量,不是基本面,是政策趋势。4月销售受到疫情影响同比下降更多,宏观经济不确定性更强,预计更强有力的因城施策正在酝酿之中。行业竞争格局变化,信用和效率兼顾的企业具备投资价值。
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