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近期以来的房地产调控不会改变我们看好市场的逻辑。工业增加值超预期,中央水利大会的召开,保障房开工率升至50%,是支撑市场上行的关键。继续逢低关注财政政策受益和中报超预期板块,短期可参与主题投资增强收益。
The recent real estate regulation will not change the logic we are optimistic about the market. Expected industrial added value, the convening of the Central Water Conservancy Conference, the protection of housing starts rose to 50%, is the key to supporting the market upward. Continued dips Concerned about the benefits of fiscal policy and the interim report over-expected plate, short-term may participate in thematic investment to enhance revenue.