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续刷年内新高！地产频繁活跃，老登ETF有望翻身？_蜘蛛资讯网

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量较上月增长19%，显示出该政策对房地产市场的短期刺激作用较为显著。　　中银证券表示，随着北上深的结构性政策放松，楼市可能会有一小波短期的回温。配置端上，一方面，流动性安全、重仓高能级城市、产品力突出的房企或更具备α属性；另一方面，得益于化债、政策纾困、销售改善等多重逻辑下的困境反转的标的或具备更大的估值修复弹性。　　国投证券认为，金九银十旺季来临下，房企供货强度持续提升，伴随核心城市调控政策宽松

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