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碧桂园高开逾14% 今日起正式获纳入港股通名单
Zhi Tong Cai Jing· 2025-09-08 01:33
Core Viewpoint - Country Garden (02007) opened over 14% higher and is currently up 14.58%, trading at HKD 0.55 with a transaction volume of HKD 31.33 million, following announcements from the Shanghai and Shenzhen stock exchanges regarding index adjustments [1] Group 1: Market Reactions - The stock price increase is attributed to the inclusion of Country Garden in the Hong Kong Stock Connect eligible stocks list, effective from September 8 [1] - The recent policy adjustments in major cities, aimed at optimizing purchase restrictions, are expected to positively impact the real estate market [1] Group 2: Industry Outlook - Guojin Securities forecasts a potential rebound in real estate transaction volumes entering the fourth quarter, which may help stabilize the fundamentals of the sector [1] - The anticipated easing of monetary policy by the Federal Reserve is expected to enhance liquidity, making current valuations in the real estate sector appear low, suggesting a favorable environment for accumulating real estate stocks [1]