Morning Trend | WHARF REIC accumulates at low levels, is the real estate sector's recovery trend about to ferment?

WHARF REIC (1997.HK) saw significant capital inflow in early trading yesterday, driven by positive real estate news, with the stock price approaching the upper limit of its recent trading range. On the news front, new signals from policy regarding real estate financing and tax reductions have sparked market speculation about a rotation in the real estate sector. Recently, the Hong Kong property market has warmed up, and property companies are rarely experiencing expectations of structural recovery, with some funds entering early to speculate on policy dividends.

Market data shows clear accumulation at the bottom, with trading volume slightly rebounding, laying a foundation for the stability of short-term trends. The MACD has turned bullish, and sentiment for holding positions at low levels is improving, increasing the likelihood of short-term breakthroughs. However, the overall environment for the real estate industry is complex, and the mainstream view is that market differentiation will occur after the positive news is realized, with risks of high-level pullbacks still needing to be guarded against.

Participants should pay attention to the actual changes in policy implementation and market liquidity. If housing market demand does not keep pace with policy changes, there may still be downward pressure in the future. In terms of operational advice, it is not advisable to blindly chase high prices; it is recommended to closely follow marginal policy information and monitor changes in trading trends and sector rotation patterns, adopting a flexible tracking and dynamic adjustment strategy