每经AI快讯，港股内房股延续昨日上涨，截至发稿，贝壳-W(02423.HK)涨3.98%，报45.98港元；龙湖 集团(00960.HK)涨4.37%，报9.56港元；中国金茂(00817.HK)涨3.82%，报1.36港元；华润置地 (01109.HK)涨2.47%，报29.84港元。 ...

Group 1 - The core viewpoint of the article highlights the continued rise of Chinese property stocks, indicating a positive market sentiment following a commentary published in a prominent magazine emphasizing the need to improve and stabilize real estate market expectations [1] - Key property stocks mentioned include Beike-W (02423) rising by 3.98% to HKD 45.98, Longfor Group (00960) increasing by 4.37% to HKD 9.56, China Jinmao (00817) up by 3.82% to HKD 1.36, and China Resources Land (01109) gaining 2.47% to HKD 29.84 [1] - Huatai Securities reports that the overall expectations for the real estate market remain weak, but the central government's focus on managing these expectations is seen as a positive signal that could accelerate market stabilization [1] Group 2 - Zheshang Securities notes that systemic risks in the real estate sector are being addressed, and the impact of individual company risk events on the overall sector is expected to be limited, suggesting that the resolution of risks could benefit sector valuation recovery [1] - The report emphasizes the importance of monitoring the effectiveness and pace of policy implementation, as well as the progress in clearing risks at the corporate level [1]

Core Viewpoint - The article highlights a positive shift in the Chinese real estate market, driven by government efforts to stabilize market expectations and address systemic risks in the sector [1] Group 1: Market Performance - Real estate stocks continued to rise, with notable increases: Beike-W (02423) up 3.98% to HKD 45.98, Longfor Group (00960) up 4.37% to HKD 9.56, China Jinmao (00817) up 3.82% to HKD 1.36, and China Resources Land (01109) up 2.47% to HKD 29.84 [1] Group 2: Government and Policy Insights - An article in the January 1 issue of "Qiushi" magazine emphasized the need to improve and stabilize expectations in the real estate market, indicating increased government focus on managing market expectations [1] - Huatai Securities reported that the overall expectations for the real estate market remain weak, but the "Qiushi" article signals a positive shift in government policy, which could accelerate market stabilization [1] Group 3: Risk Assessment and Recommendations - Zheshang Securities noted that systemic risks in the real estate sector are being addressed, and individual company risks are expected to exert limited downward pressure on the overall sector, suggesting that risk resolution may benefit valuation recovery [1] - The report recommends monitoring the effectiveness and pace of policy implementation, as well as the progress of risk clearance at the corporate level [1]

Group 1 - The Nasdaq Golden Dragon China Index (HXC) rose by 0.49% on January 6, with mixed performance among Chinese concept stocks [1][8] - Notable gainers included TSMC (+0.83%), Alibaba (+0.33%), Pinduoduo (+2.91%), and Beike (+6.54%) [1][8] - Decliners included Netease (-1.69%), Baidu (-0.41%), and NIO (-5.45%) [1][8] Group 2 - The Dow Jones Industrial Average reached a record high, closing up 594.79 points (+1.23%) at 48,977.18 points [1][2] - The Nasdaq Composite increased by 160.19 points (+0.69%) to close at 23,395.82 points, while the S&P 500 rose by 43.58 points (+0.64%) to 6,902.05 points [1][8] - Investor sentiment was buoyed by the U.S. military action in Venezuela, which was perceived as unlikely to escalate into a larger geopolitical conflict [1][8]

| BEKE 贝壳 | | | | --- | --- | --- | | 16.060 + +0.300 +1.90% | | 收盘价 01/02 15:59 美东 | | 16.850 + 0.790 +4.92% | | 盘前价 01/05 04:03 美东 | | 二 24 4 5 8 9 月 ♥ | | ● 快捷交易 | | 最高价 16.350 | 开盘价 16.180 | 成交量 1200.45万 | | 最低价 15.260 | 昨收价 15.760 | 成交额 1.91亿 | | 平均价 15.938 | 市盈率 M 37.79 | 总市值 187.7亿 (... ) | | 振 幅 6.92% | 市盈率(静) 32.58 | 总股本 11.69亿 | | 换手率 1.77% | 市净率 1.934 | 流通值 109.24亿 | | 52周最高 24.648 | 委 比 -- | 流通股 6.8亿 | | 52周最低 15.260 | 量 比 3.25 | 色 手 1股 | | 历史最高 75.056 | 股息TM 0.368 | 换股比率 3.00 | | 历史最低 6.910 | 股 ...

消息面上，数据显示，2026年元旦假期深圳门店二手住宅看房量同比上涨81%，签约量同比上涨43%， 自去年12月以来深圳楼市进入翘尾行情，元旦假期市场热度延续。此外，1月1日《求是》杂志刊发特约 评论员文章《改善和稳定房地产市场预期》，强调要切实改善和稳定房地产市场预期。国泰海通证券认 为，预计后续政策面持续保持宽松不变，有助于26年市场巩固回稳态势。 贝壳-W(02423)涨超7%，截至发稿，涨7.01%，报44.9港元，成交额3.79亿港元。 ...

每经AI快讯，贝壳-W(02423.HK)涨超7%，截至发稿涨7.01%，报44.9港元，成交额3.79亿港元。 ...

智通财经APP获悉，贝壳-W(02423)涨超7%，截至发稿，涨7.01%，报44.9港元，成交额3.79亿港元。 消息面上，数据显示，2026年元旦假期深圳门店二手住宅看房量同比上涨81%，签约量同比上涨43%， 自去年12月以来深圳楼市进入翘尾行情，元旦假期市场热度延续。此外，1月1日《求是》杂志刊发特约 评论员文章《改善和稳定房地产市场预期》，强调要切实改善和稳定房地产市场预期。国泰海通证券认 为，预计后续政策面持续保持宽松不变，有助于26年市场巩固回稳态势。 ...

Group 1 - The core viewpoint of the article emphasizes the importance of the real estate sector in national economic development and the need for proactive measures to stabilize market expectations [1] - Real estate stocks have shown significant gains, with Beike-W (02423) rising by 5.67% to HKD 44.34, Greentown China (03900) increasing by 4.89% to HKD 8.79, Shimao Group (00813) up by 4.71% to HKD 0.2, and R&F Properties (02777) climbing by 3.85% to HKD 0.54 [1] - The article from "Qiushi" magazine calls for maintaining policy strength that aligns with market expectations and avoiding piecemeal approaches that could lead to a standoff between the market and policies [1] Group 2 - Everbright Securities indicates that the article stabilizes expectations and anticipates stronger policy measures by 2026 [1] - GF Securities notes that the recent economic work conference's weak stance on stabilizing real estate is significant for enhancing expectations regarding asset price stability, suggesting that policy strength and sustainability will continue to increase [1]

Core Viewpoint - The article highlights the positive performance of Chinese real estate stocks following a publication in "Qiushi" magazine, which emphasizes the importance of stabilizing the real estate market and maintaining strong policy support to manage market expectations [1] Group 1: Stock Performance - Beike-W (02423) increased by 5.67%, reaching HKD 44.34 [1] - Greentown China (03900) rose by 4.89%, reaching HKD 8.79 [1] - Shimao Group (00813) saw a rise of 4.71%, reaching HKD 0.2 [1] - R&F Properties (02777) increased by 3.85%, reaching HKD 0.54 [1] Group 2: Policy Insights - The article discusses a publication in "Qiushi" magazine that stresses the critical role of real estate in national economic development and the need for proactive measures to shorten adjustment periods and stabilize market fluctuations [1] - It is emphasized that policy measures should be robust and meet market expectations, avoiding piecemeal approaches that could lead to a standoff between the market and policy [1] Group 3: Analyst Commentary - Everbright Securities notes that the article aims to stabilize expectations, with hopes for increased policy support by 2026 [1] - GF Securities released a report indicating that the recent economic work conference's weak stance on stabilizing real estate is significant for strengthening expectations around asset price stability, suggesting that policy strength and sustainability will continue to improve [1]