《股市简讯》香港内房板块走强，券商称基本面下行压力会孕育更大力度政策

路透中文

2025/06/25

* 中港股市地产股周三早盘走强，恒生中国内地地产指数.HSMPI一度涨2.2%。

* 年初迄今，该指数涨超一成。

* 广发证券研报称，目前房地产行业预期方向有所调整，但市场对政策出台内容有所分歧，2025年整体政策基调清晰，稳定行业发展是下限，基本面下行压力会孕育更大规模与力度的政策。

该机构认为，大方向是解放或提高更大规模的资金入市力度，更进一步放松稳定资产价格的限制；建议提高房地产板块配置比例。（完）

更多股市简讯请点选CN-CMN-HOT

(发稿刘珞焱；审校杨淑祯)

((luoyan.liu@tr.com; +86 021 2083 0166;))

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