股票配资专业网_在线杠杆配资_上海期货配资官网！

观点网讯：6月6日，交银国际发布报告指出，预计内地新一轮房地产政策组合券将带动超过1万亿元的商品住宅增量销售。该行认为，市场将根据土地储备质量、规模和品牌，对主要开发商的前景进行重新评估。报告预计，国企或有国企大股东背景的开发商将更直接受益于近期的宽松政策，而拥有更高质量土地储备的民企领头羊也将获得重估，并在市场复苏期间受益于购买力的提升。

报告还提到，交银国际对香港房地产市场的偏好为零售房托基金，其次是低负债住宅开发商，第三是零售收租股，第四是拥有大量办公楼业务的房托基金/收租股/开发商。领展被选为香港房地产的首选。此外，报告指出，随着更多城市开放往香港的个人旅游签证申请，入境游客数量的增加可以部分缓解北上消费的影响，预期香港整体零售租金可保持稳定。然而，由于大量竣工项目和高空置率，写字楼市场面临更大的不确定性。

交银国际认为，纳入沪深港通以及降息的中期催化剂将利好房地产投资信托基金的表现。该行对内地房地产市场的偏好排序为估值吸引的国企/国企背景开发商，其次是拥有一二线城市土地储备的民企龙头，之后是其他民企开发商。这一政策组合券的推出，有望为内地房地产市场带来积极影响配资专业股票配资网站，促进市场的稳定与发展。

","del":0,"gnid":"9a7494a88cdfe3040","img_data":[{"flag":2,"img":[{"desc":"","height":"326","title":"","url":"http://p2.img.360kuai.com/t110df81bbc46528cd21c576526.jpg","width":"580"}]}],"original":0,"pat":"art_src_3,fts0,sts0","powerby":"cache","pub_time":1717666200000,"pure":"","rawurl":"http://zm.news.so.com/50cb4d9c6325b229ae5063556e93ec5f","redirect":0,"rptid":"940dd4713c381862","rss_ext":[],"s":"t","src":"观点新媒体","tag":[{"clk":"kestate_1:房地产","k":"房地产","u":""},{"clk":"kestate_1:住宅","k":"住宅","u":""},{"clk":"kestate_1:房地产市场","k":"房地产市场","u":""},{"clk":"kestate_1:信托基金","k":"信托基金","u":""}],"title":"交银国际报告：内地房地产新政策组合券或促1万亿住宅增量销售","type":"zmt","wapurl":"http://zm.news.so.com/50cb4d9c6325b229ae5063556e93ec5f","ytag":"房产:房产行业","zmt":{"brand":{},"cert":"观点地产新媒体官方账号","desc":"泛财经行业权威专业全媒体","fans_num":3953,"id":"3001088873","is_brand":"0","name":"观点新媒体","new_verify":"5","pic":"https://p0.img.360kuai.com/t0198f5cd096d4b5163.png","real":1,"textimg":"https://p9.img.360kuai.com/bl/0_3/t017c4d51e87f46986f.png","verify":"0"},"zmt_status":0}","errmsg":"","errno":0}