士丹利：地产-对政策影响持乐观态度，在基本面因素下定价保持不冷不热

更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Morgan Stanley RESEARCH May 16, 2024 09:00 PM GMT China Property I Asia Pacific Optimism on Policy Impact Priced in While Fundamentals Remain Lukewarm Property stocks have rallied ~50% since mid-April on policy remain weak and highly uncertain in 2H24. We lower ourh Industry View to In-Line on the below concerns. 开报数据 Policy impact will still take time: While regulators have turned more dovish on housing policy, we think the impact on property sales and home prices remains highly ...