美银证券：内房复苏需靠自身动力偏好华润置地(01109)_老虎社区_美港股上老虎

美银证券：内房复苏需靠自身动力偏好华润置地(01109)

智通财经04-02

智通财经APP获悉，美银证券发布研报称，对中国房地产行业维持建设性看法，但认为复苏动力已从政策刺激转向较缓慢、自身持续复苏，过程可能不均衡。但预计4月份成交量将远高于去年末季、今年首两个月的水平，意味着复苏周期较长，而非像去年般急速降温。鉴于供需动态改善，包括二手房挂牌量下降，2026年房价大幅回调可能性不大。预计上海、深圳和北京的二手房价将在下半年趋于稳定。鉴于复苏不均，投资者短期内可能会保持...

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