大摩：市场预期香港楼价触底看好新鸿基地产(00016)及恒基地产(00012)

智通财经2025-07-28

智通财经APP获悉，摩根士丹利发布研报称，维持对香港住宅楼市乐观看法，推荐股息回报率较高及货源充足的新鸿基地产(00016)及恒基地产(00012)，认为在利率下行环境中发展商将优先受惠，均予“增持”评级。报告指，香港住宅市场将受到潜在供应量已见顶回落、HIBOR下降及内地买家占比提升所支持，楼价或潜在见底。上半年整体住宅成交同比增3.9%至2.95万伙，其中400万港元以下物业成交更飙升305%...

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大摩：市场预期香港楼价触底 看好新鸿基地产(00016)及恒基地产(00012)

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大摩：市场预期香港楼价触底看好新鸿基地产(00016)及恒基地产(00012)