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中文(ZH) 中信建投:商业不动产REITs元年,把握下半年供需格局改善机遇

Universe's accelerating expansion confirmed by new study

Astronomers have re-evaluated supernova data, confirming that the universe's expansion is accelerating. This finding contradicts a 2025 study that suggested the expansion was slowing down and aligns with prior scientific predictions. The research was led by scientists from the University of Southampton and published in the Monthly Notices of the Royal Astronomical Society. AI

RANK_REASON The cluster contains a scientific paper detailing research findings about the universe's expansion. [lever_c_demoted from research: ic=1 ai=0.1]

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CICC: The First Year of Commercial Real Estate REITs, Seize the Opportunity of Improved Supply and Demand in the Second Half of the Year

    36氪获悉,中信建投研报称,一级市场方面,商业不动产REITs元年启动,成为市场扩容最大变量,项目定价分歧扩大,投资应聚焦资产质地与运营能力。二级市场板块分化格局显著加剧,产权类资产受供给冲击压力更大,当前估值处于历史低位。展望2026年全年,市场节奏或将由此前的上半年配置下半年止盈,转向上半年观望下半年配置,看好下半年REITs市场供给侧压力逐步释放,增量资金政策落地,迎来企稳复苏。