房地产板块走势坚韧 机构青睐行业龙头

虽然在昨日两市_blank class=infotextkey>get=_blank class=infotextkey>回调_blank class=infotextkey>get=_blank class=infotextkey>中,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块_blank class=infotextkey>get=_blank class=infotextkey>走势相对坚韧,但整_blank class=infotextkey>get=_blank class=infotextkey>体来看,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>今年_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块的表现仍_blank class=infotextkey>get=_blank class=infotextkey>可_blank class=infotextkey>get=_blank class=infotextkey>“_blank class=infotextkey>不温_blank class=infotextkey>不火_blank class=infotextkey>get=_blank class=infotextkey>”来形容。但这也_blank class=infotextkey>不意味着_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块_blank class=infotextkey>get=_blank class=infotextkey>全无_blank class=infotextkey>get=_blank class=infotextkey>机_blank class=infotextkey>get=_blank class=infotextkey>会。此前,花旗_blank class=infotextkey>get=_blank class=infotextkey>集团的_blank class=infotextkey>get=_blank class=infotextkey>报告就指,尽管_blank class=infotextkey>get=_blank class=infotextkey>市场温和_blank class=infotextkey>get=_blank class=infotextkey>回调_blank class=infotextkey>不可避免,但_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中国_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>今年_blank class=infotextkey>应该_blank class=infotextkey>get=_blank class=infotextkey>会_blank class=infotextkey>get=_blank class=infotextkey>跑赢_blank class=infotextkey>get=_blank class=infotextkey>大市,_blank class=infotextkey>get=_blank class=infotextkey>交强劲的业绩_blank class=infotextkey>单并_blank class=infotextkey>get=_blank class=infotextkey>成为脱颖而_blank class=infotextkey>get=_blank class=infotextkey>价值板块。据该机构_blank class=infotextkey>get=_blank class=infotextkey>预计,该_blank class=infotextkey>get=_blank class=infotextkey>行业到_blank class=infotextkey>get=_blank class=infotextkey>20_blank class=infotextkey>get=_blank class=infotextkey>20_blank class=infotextkey>年的利润复_blank class=infotextkey>合年_blank class=infotextkey>get=_blank class=infotextkey>增长率_blank class=infotextkey>应该_blank class=infotextkey>get=_blank class=infotextkey>会达到_blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>3%。虽然当_blank class=infotextkey>get=_blank class=infotextkey>下仍_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>部分机构对_blank class=infotextkey>get=_blank class=infotextkey>行业后市持_blank class=infotextkey>get=_blank class=infotextkey>谨慎态度,但_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>少机构都_blank class=infotextkey>get=_blank class=infotextkey>表示已可看好板块_blank class=infotextkey>get=_blank class=infotextkey>龙_blank class=infotextkey>get=_blank class=infotextkey>头。

_blank class=infotextkey>g>板块_blank class=infotextkey>get=_blank class=infotextkey>走势坚韧_blank class=infotextkey>g>

昨日,此前强势的_blank class=infotextkey>部分板块_blank class=infotextkey>get=_blank class=infotextkey>现显著_blank class=infotextkey>get=_blank class=infotextkey>调整,但_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块_blank class=infotextkey>get=_blank class=infotextkey>全天_blank class=infotextkey>get=_blank class=infotextkey>却呈现低开_blank class=infotextkey>get=_blank class=infotextkey>高走态势,_blank class=infotextkey>get=_blank class=infotextkey>走势相对坚韧。截至_blank class=infotextkey>收盘,板块_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>上涨1.8_blank class=infotextkey>3%,_blank class=infotextkey>get=_blank class=infotextkey>成为昨日盘_blank class=infotextkey>面_blank class=infotextkey>get=_blank class=infotextkey>中涨幅_blank class=infotextkey>get=_blank class=infotextkey>居首的板块。

年初来,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块涨幅虽也_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>24.9_blank class=infotextkey>3%,在_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>信_blank class=infotextkey>get=_blank class=infotextkey>29个一级_blank class=infotextkey>get=_blank class=infotextkey>行业_blank class=infotextkey>get=_blank class=infotextkey>中位列_blank class=infotextkey>第15位。但与农林牧渔、计算机、电_blank class=infotextkey>get=_blank class=infotextkey>子元器件等板块_blank class=infotextkey>get=_blank class=infotextkey>阶段动辄40%_blank class=infotextkey>get=_blank class=infotextkey>上的涨幅相比,可谓是_blank class=infotextkey>get=_blank class=infotextkey>“_blank class=infotextkey>get=_blank class=infotextkey>小巫见_blank class=infotextkey>get=_blank class=infotextkey>大巫_blank class=infotextkey>get=_blank class=infotextkey>”了。然而这也并_blank class=infotextkey>不意味着_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块_blank class=infotextkey>get=_blank class=infotextkey>全无_blank class=infotextkey>get=_blank class=infotextkey>机_blank class=infotextkey>get=_blank class=infotextkey>会,与_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>金融+_blank class=infotextkey>get=_blank class=infotextkey>科技双主线轮动在本轮_blank class=infotextkey>get=_blank class=infotextkey>行情_blank class=infotextkey>get=_blank class=infotextkey>中发挥的_blank class=infotextkey>get=_blank class=infotextkey>“生力军_blank class=infotextkey>get=_blank class=infotextkey>”作用_blank class=infotextkey>不同,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块在盘_blank class=infotextkey>面_blank class=infotextkey>get=_blank class=infotextkey>中发挥的作用更像是_blank class=infotextkey>get=_blank class=infotextkey>“稳_blank class=infotextkey>定器_blank class=infotextkey>get=_blank class=infotextkey>”。_blank class=infotextkey>get=_blank class=infotextkey>每当强势板块失速或是盘_blank class=infotextkey>面主线模糊之际,_blank class=infotextkey>get=_blank class=infotextkey>市场的目光都纷纷投向一旁的_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块。_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>少_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>get=_blank class=infotextkey>人士也预期在如火如荼的本轮涨势_blank class=infotextkey>get=_blank class=infotextkey>中,后市_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产板块_blank class=infotextkey>get=_blank class=infotextkey>有望_blank class=infotextkey>get=_blank class=infotextkey>一轮补涨_blank class=infotextkey>get=_blank class=infotextkey>行情。

从基本_blank class=infotextkey>面_blank class=infotextkey>get=_blank class=infotextkey>上看,_blank class=infotextkey>get=_blank class=infotextkey>数据_blank class=infotextkey>get=_blank class=infotextkey>显示,_blank class=infotextkey>get=_blank class=infotextkey>2019年_blank class=infotextkey>3月1日至7日_blank class=infotextkey>30个_blank class=infotextkey>get=_blank class=infotextkey>城市_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积_blank class=infotextkey>300._blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>3_blank class=infotextkey>get=_blank class=infotextkey>万_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>平方米,同比_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>2018年同_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>时间段_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积_blank class=infotextkey>get=_blank class=infotextkey>上升_blank class=infotextkey>get=_blank class=infotextkey>26%。_blank class=infotextkey>get=_blank class=infotextkey>一线_blank class=infotextkey>get=_blank class=infotextkey>城市_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积6_blank class=infotextkey>3.75_blank class=infotextkey>get=_blank class=infotextkey>万_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>平方米,同比_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>2018年同_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>时间段_blank class=infotextkey>get=_blank class=infotextkey>上升68%。_blank class=infotextkey>get=_blank class=infotextkey>二线_blank class=infotextkey>get=_blank class=infotextkey>城市_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积144._blank class=infotextkey>34_blank class=infotextkey>get=_blank class=infotextkey>万_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>平方米,同比_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>2018年同_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>时间段_blank class=infotextkey>get=_blank class=infotextkey>上升16%。三线_blank class=infotextkey>get=_blank class=infotextkey>城市_blank class=infotextkey>get=_blank class=infotextkey>累计_blank class=infotextkey>get=_blank class=infotextkey>成交_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>面积9_blank class=infotextkey>get=_blank class=infotextkey>2.14_blank class=infotextkey>get=_blank class=infotextkey>万_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>平方米,同比_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>2018年同_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>时间段_blank class=infotextkey>get=_blank class=infotextkey>上升_blank class=infotextkey>get=_blank class=infotextkey>2_blank class=infotextkey>get=_blank class=infotextkey>2%。

_blank class=infotextkey>g>看好板块_blank class=infotextkey>get=_blank class=infotextkey>龙_blank class=infotextkey>get=_blank class=infotextkey>头_blank class=infotextkey>g>

当前_blank class=infotextkey>get=_blank class=infotextkey>市场_blank class=infotextkey>get=_blank class=infotextkey>上对_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>房_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>行业的_blank class=infotextkey>get=_blank class=infotextkey>乐观之声也已悄然升温。但在主线逐渐模糊、_blank class=infotextkey>get=_blank class=infotextkey>资_blank class=infotextkey>get=_blank class=infotextkey>金情绪依旧未稳的_blank class=infotextkey>get=_blank class=infotextkey>背景_blank class=infotextkey>get=_blank class=infotextkey>下,_blank class=infotextkey>部分机构对_blank class=infotextkey>get=_blank class=infotextkey>行业后市仍持_blank class=infotextkey>get=_blank class=infotextkey>谨慎态度,但也_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>少机构都_blank class=infotextkey>get=_blank class=infotextkey>表示当_blank class=infotextkey>get=_blank class=infotextkey>下已可看好板块内_blank class=infotextkey>get=_blank class=infotextkey>龙_blank class=infotextkey>get=_blank class=infotextkey>头个股。

_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>中_blank class=infotextkey>get=_blank class=infotextkey>金_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>公司_blank class=infotextkey>get=_blank class=infotextkey>表示,当前A/H_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产股_blank class=infotextkey>get=_blank class=infotextkey>2019年_blank class=infotextkey>get=_blank class=infotextkey>预测市盈率分别_blank class=infotextkey>get=_blank class=infotextkey>交易于6.9/6._blank class=infotextkey>get=_blank class=infotextkey>2倍,_blank class=infotextkey>get=_blank class=infotextkey>考虑到_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产_blank class=infotextkey>get=_blank class=infotextkey>调控_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>政策和宏观_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>环境_blank class=infotextkey>不确_blank class=infotextkey>定性_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>风险均已解除且板块_blank class=infotextkey>get=_blank class=infotextkey>估值_blank class=infotextkey>get=_blank class=infotextkey>位置并_blank class=infotextkey>不_blank class=infotextkey>get=_blank class=infotextkey>高(港股反弹至过去_blank class=infotextkey>get=_blank class=infotextkey>三年_blank class=infotextkey>get=_blank class=infotextkey>平均_blank class=infotextkey>get=_blank class=infotextkey>估值_blank class=infotextkey>get=_blank class=infotextkey>水平,A股则较_blank class=infotextkey>get=_blank class=infotextkey>估值_blank class=infotextkey>get=_blank class=infotextkey>中枢仍_blank class=infotextkey>get=_blank class=infotextkey>有_blank class=infotextkey>get=_blank class=infotextkey>距离),从这一角度_blank class=infotextkey>get=_blank class=infotextkey>发,_blank class=infotextkey>get=_blank class=infotextkey>常平,_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>地产股后市_blank class=infotextkey>get=_blank class=infotextkey>行情仍_blank class=infotextkey>get=_blank class=infotextkey>值得看好(参照往经验板块_blank class=infotextkey>get=_blank class=infotextkey>估值将反弹至_blank class=infotextkey>历史_blank class=infotextkey>get=_blank class=infotextkey>中枢正一倍_blank class=infotextkey>get=_blank class=infotextkey>标准差_blank class=infotextkey>get=_blank class=infotextkey>上),_blank class=infotextkey>get=_blank class=infotextkey>推荐_blank class=infotextkey>get=_blank class=infotextkey>估值_blank class=infotextkey>get=_blank class=infotextkey>吸引力强、_blank class=infotextkey>get=_blank class=infotextkey>_blank class=infotextkey>get=_blank class=infotextkey>布局核心都市圈的_blank class=infotextkey>get=_blank class=infotextkey>高_blank class=infotextkey>get=_blank class=infotextkey>弹性标的。

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