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大行评级|摩根大通:预计内房股强势或维持一段时间,看好华润置地、中国海外及保利物业

JPMorgan's rating: It is expected that mainland real estate stocks will remain strong for a period of time, bullish on China Res Land, China Overseas, and Poly PPT Ser.

Gelonghui Finance ·  Sep 27 11:06  · Ratings

On September 27, JPMorgan's research report pointed out that the mainland real estate industry surged yesterday, mainly due to the authorities' call to stop the decline and the increasing expectations for fiscal stimulus policies. Fundamentally, the bank is not excited about the government's stance on real estate, as the direction and content are basically similar to before. In comparison, they are more pleasantly surprised by the prospects of stimulus policies, which may help restore low expectations for income or employment rates. The bank believes that the strong performance of mainland real estate stocks may continue for a period of time, and they are bullish among various state-owned enterprises. $CHINA RES LAND (01109.HK)$Please use your Futubull account to access the feature.$CHINA OVERSEAS (00688.HK)$ Nvidia. $POLY PPT SER (06049.HK)$.

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