大摩：房贷政策进一步放宽助力地产板块优质国企有望受益推荐华润置地(01109)等

智通财经2025-05-08

智通财经APP获悉，大摩发布研报称，房贷利率下调符合该行及市场预期，但鉴于贸易关税压力的影响，房屋销售的提振作用可能需要谨慎评估。大摩表示，维持行业谨慎态度，建议采取防御性策略，选择具有良好发展前景的优质国企。具体推荐：一是消费受益股，如华润置地(CR Land)和华润万象生活(CR Mixc);二是高股息率股，如建发国际投资集团(C&D)和绿城管理控股(Greentown Management)...

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大摩：房贷政策进一步放宽助力地产板块 优质国企有望受益 推荐华润置地(01109)等

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大摩：房贷政策进一步放宽助力地产板块优质国企有望受益推荐华润置地(01109)等