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世茂曾爆升7成內房全面抽升成都今日起取消限購 @ 2024-05-01T04: Back Hot News
Keyword:限購 成都 取消 內房股 全面
Concept:內房股 , 成都全面取消限購
自瑞銀上周轉軑睇好內房股以黎,加上大市轉強,內房板塊趁勢發力。事實上,近日內房不斷傳出利好消息,包括近日召開慨政治局會議談及房地產政策會出現重大轉向,最新又有成都全面取消樓市限購令,呢些消息系咪會令市場有一定憧憬?內房股又應該點部署?","SEQUENCE":"2"},{"NEWSTYPE":"TEXT","VALUE":"
中信建投研報表示,成都發布樓市新政,在全市范圍內住房交易不再審核購房資格,即全面取消限購。預計本次新政出台後,成都市場下滑態勢有望扭轉。2024年以來,包括四個一線城市在內的多個重點城市陸續松綁限購政策,政策出台後,市場反響積極。限購政策的放松對於釋放購房需求、促進樓市復蘇具有重要意義,當前仍保留限購政策的城市未來有望繼續放松。
昨日,成都全面取消限購即引發輿論高度關注。在成都限購政策退出後,目前除海南省外,仍維持限購政策的核心城市僅剩余一線城市、杭州(新房)、天津、西安核心區。
成都全面取消限購,內房、物管升幅靠前,碧桂園服務、龍湖都升逾8%,是半日表現最好的兩只藍籌股。
內房股全天領漲,世茂集團一度飆漲逾70%。消息面上,傳五一後北上廣深逐步取消限購措施,本周內長沙、成都實質性取消限購,強化放松預期;一季度高層會議即將召開,資金提前布局博弈增量政策。短期政策或聚集存量去庫,政府成立收儲機構、存量改保預期增強,出險房企存在受益空間等因素影響。

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