美银证券：因估值修复上调香港地产股目标价平均12% 推荐九龙仓置业(01997)及希慎兴业(00014)

智通财经网2025-06-19

智通财经APP获悉，美银证券发布研报称，上调香港地产股目标价，平均上调12%。该行指香港同业拆息(HIBOR)急跌，实际上相当于降息，已经引发了香港地产行业的一轮估值修复，但该行认为，基本面的提升可能不足以改变资产价格的走向(美银对实体楼市的预测尚无重大变化)。美银仍预测2025年全年香港住宅楼价跌3-5%(今年以来暂已跌1.5%)，而零售+写字楼趋稳，租金全年最多跌5%，续租租金可能仍为负，...

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