为什么说现在的地产形_老虎社区_美港股上老虎

2019-08-09

为什么说现在的地产形势比去年还恶劣，为什么这次不会像去年那么反弹？
1.去年底普遍预测今年地产会有些松绑
2.春天有个小牛市
3.公司经营没有恶化
4.前2年卖的高价房，利润准备释放
5.rmb相对稳定

现在这5条还存在吗？
1.地产并没有松绑，反而更严了
2.小牛市没了，转熊了
3.融创开始降价卖房了，但是去化并不是太理想。说是1-2线城市，但土储其实都是1-2线周边的远郊乡镇
4.前2年的高价房利润释放即将完成
5.汇率下行，美元债务利息升高

$融创中国(01918)$

记一个想法

分享推动思考，思考完善行动

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

老毛桃
2019-08-09
老毛桃
爱卿言之有理
- 大一TMT:
  谢主隆恩
FlyingCoin
2019-08-09
FlyingCoin
gov相关的融资平台和地产相关的银行表内贷款+表外贷款这7年占社融40%多，平稳就已经很不易了
毛票神
2019-08-10
毛票神
老王，你怎么懂这么多 [666]
14亿少女的梦
2019-08-09
14亿少女的梦
说的对啊
米了1122
2019-08-09
米了1122
有道理
荒野侦探
2019-08-09
荒野侦探
[666]

发表看法

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