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楼市成交量回暖和房贷政策是否放松决定了地产股未来投资机会的大小。在开发贷和再融资受限的情况下,个人房贷的松紧程度决定着开发商的资金压力大小,决定着开发商是否会彻底压价出货。但地产行业龙头仍值得关注。
Property market turnaround and whether the mortgage easing determines the size of future investment opportunities in real estate stocks. In the development of loans and refinancing is limited, the tightness of personal loans determines the size of the financial pressure on developers, developers decide whether the price will be completely shipped. But the real estate industry leader is still worth attention.