中信建投：REITs板块分化加剧看好优质内需及景气度修复资产

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智通财经APP获悉，中信建投发布研报称，后市建议聚焦“优质内需资产+景气度修复资产”两条主线。2025年以来，C-REITs市场走势强劲，指数涨幅9.6%，收益率领跑全球REITs大类资产，在强配置资金环境下，预计上半年仍将维持高位。持续看好C-REITs在“资产荒”环境下作为核心资产的稀缺性、优质性，首推一级市场的打新及战配。下半年市场止盈、解禁压力及政策红利动力并存，二级市场有望迎来更佳配置...

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中信建投：REITs板块分化加剧 看好优质内需及景气度修复资产

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中信建投：REITs板块分化加剧看好优质内需及景气度修复资产