一则大消息，头部房企立马飙升15%！

中国基金报2022-05-16

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　消化完周末及今早统计局公布消息后，港股高开低走转入震荡，恒指早盘20000点得而复失。　　地产、医疗及消费板块整体强势，引领恒指上涨。　　领涨板块中不少个股涨幅领先：海底捞涨近7%；再鼎医药大涨近19%，接连2交易日反弹逾3成。不过，临床揭盲逼近，近期大炒的新冠药概念股却开始熄火：新华制药跌超5%，君实生物跌逾...

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　　消化完周末及今早统计局公布消息后，港股高开低走转入震荡，恒指早盘20000点得而复失。\n\n　　地产、医疗及消费板块整体强势，引领恒指上涨。\n\n　　领涨板块中不少个股涨幅领先：海底捞涨近7%；再鼎医药大涨近19%，接连2交易日反弹逾3成。不过，临床揭盲逼近，近期大炒的新冠药概念股却开始熄火：新华制药跌超5%，君实生物跌逾...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2022-05-16/doc-imcwiwst7741867.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BRK.A","symbol_name":"伯克希尔","start_time":0,"source_url":"https://finance.sina.com.cn/stock/s/2022-05-16/doc-imcwiwst7741867.shtml","article_id":"2235407401","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/s/2022-05-16/doc-imcwiwst7741867.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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中港股市已处熊市末段，恒指年底有望反弹3成。他指出，中港股市要好转仍要视乎3大因素，包括：1）落实更多财政和货币刺激措施；2）放宽防疫限制让更多工厂重新开张；3）解冻房地产行业，令现金流流动复苏。\n　　谢清海指，惠理的基本情境预测是恒指到今年底潜在上行空间达30%，市盈率将由现时7.2倍升至9.5倍。他形容即使市场十分难预测，但估计已属谨慎，这一基本情境的估值仍低于恒指过去10年平均市盈率11倍的水平。\n　　大行改口看多\n　　腾讯、阿里减持变增持\n　　各方看多、做多中资股时，3月看空的顶级投行终于改口风了！\n　　摩根大通指出，正重新检视中国互联网板块短期及长期基本面前景，认为近期国务院、中央政治局会议，证监会及央行的表述，令互联网行业的不确定性减弱。中资科技股现时进入第二阶段投资进程，早于预期来到，故上调多只股份评级及目标价。\n　　实际上，目前不少科网股已经反弹，超过此前设定的目标价，如摩根大通在3月将阿里巴巴设定为75港元目标价，但阿里在其发布报告次日触底后，第二天就反弹达90港元，目前收84.6港元。\n\n　　摩根大通此前曾大面积下调相关个股评级及年底目标价。\n　　3月14日，摩根大通名为Alex Yao的分析师发出多篇报告，指出在当时监管及中概摘牌等风险下，中资科网股“不具吸引性”，由其覆盖的28只中国互联网股票的评级降至“中性”或“减持”，仅给予快手“增持”评级。这一报告加剧了当时恐慌的市场情绪。\n　　摩根大通当时在报告指出，近期中资互联网股股价弱势，因受市场气氛与技术带动，会改变全球投资者未来6至12个月在策略上部署，预料资金会显著流出中资科网股。\n　　融资利好带内房飙15%\n　　楼市利好不断。\n　　周末央行宣布给房市”定向降息“，首套住房商业性个人住房贷款利率下限调整为不低于相应期限贷款市场报价利率减 20 个基点。\n　　按目前LPR利率4.6%计算，降息后低至4.4%，这一利率已经逼近2008年全球金融危机时4.3%，如果本周五LPR调降则可能更低。\n　　房贷利息逼近历史低点外，优质民营房企开始迎来放开融资信号。\n　　据财联社，碧桂园、龙湖、美的置业3家民营房企被监管机构选定为示范房企，将在本周陆续发行人民币债券。为吸引投资人，创设机构将同时发行包括信用违约掉期（私募CDS）或信用风险缓释凭证（CRMW）在内的信用保护工具，以帮助民营地产商逐步恢复公开市场的融资功能。对此，碧桂园、美的置业、龙湖3家房企均表示消息属实。\n　　消息放出后，午盘碧桂园立马出现一波拉升，从不足2%的涨幅拉高至15%，显示资金解困对民营房企预期转稳效果立杆见影。\n　　碧桂园今收4.88港元，涨10.41%，较今年低点反弹约3成。美的置业收涨7.89%、碧桂园服务涨5.16%、龙湖集团涨4.83%。\n\n\n股民福利来了！十大金股送给你，带你掘金“黄金坑”！点击查看>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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