EPISODE · May 17, 2024 · 7 MIN
房地产政策已应出尽出,看看老百姓是否买账
from 维明说投资
2024年,一系列全新房地产政策打响救市第一枪!首套房和二套房首付比例大幅下调,公积金贷款利率微降,同时取消限购,政府积极介入回收库存。这一波操作能否为楼市带来春天?放松政策背后反映的楼市状况和决策层紧迫心情值得深思,而市场和百姓又将作何反应?这一系列改变意味深长,你准备好迎接楼市新格局了吗?00:02:00:房地产市场中长期趋势逆转:投资下降、民众预期转变的挑战00:04:03:中国房地产行业:阶段性的波段机会,但长期配置意义不大00:06:10:市场窄幅波动,结构性机会为主,系统性机会缺乏,投资者谨慎操作
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房地产政策已应出尽出,看看老百姓是否买账
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