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Likes Received昨日港股集体收涨，内房、物业股领涨。
美元流动性主导市场的交易节奏告一段落，市场回归到基本面主导问题上。而从基本面角度来看，四季度更关注的是明年的 GDP 增长计划，对明年地产继续下滑的容忍幅度。
通常的情况是，当地产政策超预期的时候，消费股也会跟着异动。
这种情况下，当流动性压力短期缓解的情况下，海豚君觉得可以持续关注的仍然是基本面还算可以的低估错杀机会。
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