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华泰证券：多维度驱动地产股估值修复_蜘蛛资讯网

黄金史诗级暴跌还在持续

，华泰证券认为港股流动性宽松、板块低估值、地产基本面边际改善预期是这轮地产股修复的底色，当前到3月份是政策和“小阳春”共振的窗口期，政策预期和市场回暖迹象都有助于地产股估值持续修复。

;Trump Tariffs Small BusinessCarolina Quijano, owner of Exquisito Chocolates, checks large tablets of chocolate, Wednesday, Aug. 13, 2025, in the Little Havana neighborhood of Miami. (AP Photo/Marta L

展望后市，华泰证券认为港股流动性宽松、板块低估值、地产基本面边际改善预期是这轮地产股修复的底色，当前到3月份是政策和“小阳春”共振的窗口期，政策预期和市场回暖迹象都有助于地产股估值持续修复。

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