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一線樓市成交回暖地產(chǎn)股順勢(shì)起舞

發(fā)布時(shí)間：2015-01-06 01:22:18 來(lái)源：中國(guó)證券報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　□本報(bào)記者萬(wàn)晶

　　在房貸新政、降息、普通住宅標(biāo)準(zhǔn)調(diào)整等利好政策刺激之下，2014年12月一線城市及部分熱點(diǎn)二線城市的樓市回暖，新房成交量大幅反彈，其中北京、上海、廣州、深圳的新房成交量均創(chuàng)2014年全年最高。新房成交量反彈、去庫(kù)存加速似乎給地產(chǎn)股近期大幅上漲提供了支撐。

　　分析人士指出，此次房地產(chǎn)政策放松與之前有一定的相似之處，地產(chǎn)股存在階段性機(jī)會(huì)。但當(dāng)前行業(yè)的整體供需格局已發(fā)生根本變化，隨著剛需和改善性需求的勞動(dòng)力人口達(dá)到頂峰而趨于下降，整個(gè)行業(yè)難以實(shí)現(xiàn)V型反轉(zhuǎn)。

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