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中金:8月地产产业链有望继续占优

CICC: The real estate industry chain is expected to continue to dominate in August

Moomoo 24/7 ·  Jul 31, 2023 19:45
The CICC Research Report pointed out that with the current focus on value styles, the real estate industry chain is expected to continue to dominate. The current Politburo meeting directly pointed out the core concerns of the market, and various ministries and departments actively implemented them after the meeting, which is expected to gradually reverse investors' cautious expectations. We believe that the recent market style may shift in stages to big wins and small, value is superior to growth, and key policy support areas such as the real estate industry chain are expected to become the main lines of current investment.
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