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房地产板块继续逆势飘红 中房地产、阳光股份涨停

2017-09-15 10:06:46   中国经济网

今日早盘,房地产板块再度走强,中房地产、阳光股份涨停。

分析人士指出,房地产板块的估值仍处在历史相对低位,具有较高的安全边际,配置价值已经开始凸显。

国泰君安证券表示,2017年房地产行业的投资策略为“精选主题,业绩为王”。推荐业绩过硬,且具备一定主题的行业领先标的,具体包括:1.龙头房企受益于竞争优势的增强和集中度的提升,业绩稳健,分红稳定;2.京津冀主题、大湾区主题等。

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