房地产ETF（512200.SH）涨0.7%，顺发恒业涨停

金融界01-13

1月13日，沪深两市低开震荡。截至14点10分，房地产ETF（512200.SH）涨0.7%，顺发恒业涨停。华泰证券分析表示，12月百城首套、二套房贷利率环比均小幅上升，放款周期环比小幅拉长。当下市场环境，降息是最务实最有效的拖底市场政策。后续仍需要关注房地产量价复苏以及经济环境改善的持续性。政策层面上，预计财政和货币政策会关注收储、城中村改造的落地进展。在筑底之前更倾向于在核心城市拥有更多资源且...

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