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【財經TOP SEARCH】內房股轉強系虛火? @ 2024-04-30T08: Back Hot News
Keyword:限購 成都 取消 內房股 樓市
Concept:內房股 , 成都取消樓市限購
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。
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。
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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