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【导读】原标题:Mysteel热点观察:12月经济下行趋势明显,宏观利好谨慎乐观 12月经济金融数据表明,房地产行业下行趋势未改,居民预期仍较悲观。Mysteel认为,从政策底到市场底,还需一段阵痛期,市场不能盲目乐观。需关注一年期MLF利率下调后,5年期LPR是否跟随下降;若后者下调,对房地产行业快速企稳具有较大的积极作用。Mysteel提示,基建反弹幅度尚需观察,特别是需谨慎看待春…
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