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高盛等点赞中国资产,楼市要趁热打铁了
Sou Hu Cai Jing·2025-09-19 11:57

Group 1 - The recent interest rate cut by the Federal Reserve on September 18 is seen as a significant opportunity for China, potentially attracting global capital seeking higher returns [1][4] - The Chinese real estate market has been adjusting policies to ease the burden on homebuyers, including allowing foreign investment in domestic real estate, which is expected to stimulate demand [3][4] - High-end properties in first-tier and strong second-tier cities are likely to become key targets for foreign capital as the attractiveness of dollar assets declines [4][5] Group 2 - Goldman Sachs maintains an overweight rating on A-shares and H-shares, suggesting investors buy on dips, particularly favoring leading private enterprises and sectors like artificial intelligence [5] - There has been a notable increase in foreign institutional interest in A-shares, with 415 foreign institutions conducting 1,885 research visits to listed companies since the beginning of the second half of the year, indicating strong confidence in China's economic resilience [6] - Historical trends show that previous Federal Reserve rate cuts have led to significant increases in foreign capital inflows into China's real estate market, particularly in luxury segments [8] Group 3 - Despite the positive signals from foreign capital, the fundamental demand in the real estate market remains weak, and the current policies may not be sufficient to sustain a significant recovery [10] - The execution of policies to attract foreign investment needs to be more thorough, as market confidence is still lacking, and without fundamental changes in the real estate market, it may struggle to capitalize on the influx of capital [10]