龙湖集团等：摩通称地产年底或涨15%-20%

和讯网2025-09-22

【9月22日摩根大通称一线城市放宽楼市措施影响或有限，年底前地产股有战术性机会】9月22日，摩根大通发布研究报告指出，当前背景下，一线城市近期放宽楼市措施的影响可能有限，政策制定者加大政策支持的可能性正在上升。过去经验显示，政策期望上升通常会推动股价上涨，摩通认为年底前存在战术性机会。自2025年7月以来，中国房地产表现已优于大市2%，表明期望正在累积。摩通认为，最佳风险回报来自非困境民营企业和...

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