近段时间,一方面,中央政府对房地产的调控更加严格,市场陷入观望徘徊;另一方面,投资者看多地产股,自8月以来普涨30%以上,这看似相互矛盾。实际上,这并不矛盾。调控政策可能使得房价涨幅趋缓,但中国地产业发展潜力巨大,而地产股的普涨也与资产价格有关。中国迅速增加的巨额储蓄 Recently, on the one hand, the central government has tightened its control over real estate and the market has been in a wait-and-see situation. On the other hand, investors see more real estate stocks, which have seen more than 30% growth since August, which seemingly contradictory. In fact, this is not contradictory. Regulatory policies may make the price rise slowed down, but the huge potential for the development of China’s real estate industry, while the general rise in real estate stocks also related to asset prices. China’s rapidly growing huge savings