大行评级｜大摩：维持对香港住宅楼市乐观看法看好新鸿基地产及恒基地产

格隆汇2025-07-28

摩根士丹利发表研究报告指，日前与美联等楼市专家讨论后，认为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按年增3.9%至2.95万伙，其中400万港元以下物业成交更飙升305%，主要由于预算案放宽低价物业印花税至100港元，有助刺激交投。大摩引述美联专家预期全年新盘销售达1.8万伙，按年增6%，楼价有望回升3%；租赁市场则受内地...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2554747839?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-28 11:13","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2554747839","market":"hk","top_or_hot":-1,"title":"大行评级｜大摩：维持对香港住宅楼市乐观看法 看好新鸿基地产及恒基地产","media":"格隆汇","content":"<div>\n<p>摩根士丹利发表研究报告指，日前与美联等楼市专家讨论后，认为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按年增3.9%至2.95万伙，其中400万港元以下物业成交更飙升305%，主要由于预算案放宽低价物业印花税至100港元，有助刺激交投。大摩引述美联专家预期全年新盘销售达1.8万伙，按年增6%，楼价有望回升3%；租赁市场则受内地...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大行评级｜大摩：维持对香港住宅楼市乐观看法 看好新鸿基地产及恒基地产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级｜大摩：维持对香港住宅楼市乐观看法 看好新鸿基地产及恒基地产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-28 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表研究报告指，日前与美联等楼市专家讨论后，认为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按年增3.9%至2.95万伙，其中400万港元以下物业成交更飙升305%，主要由于预算案放宽低价物业印花税至100港元，有助刺激交投。大摩引述美联专家预期全年新盘销售达1.8万伙，按年增6%，楼价有望回升3%；租赁市场则受内地...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0795875086.SGD","symbol_name":"JPMorgan Investment Funds - Global Income A (div) SGD","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2554747839","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2554747839","pubTimestamp":1753672405,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"摩根士丹利发表研究报告指，日前与美联等楼市专家讨论后，认为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按年增3.9%至2.95万伙","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80016":"新鸿基地产-R","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","00012":"恒基地产","BK1229":"房地产经营公司","LU1316543674.SGD":"Janus Henderson Horizon Asia-Pacific Property Income A3 SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK1258":"房地产运营公司","BK4581":"高盛持仓","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","03913":"合景悠活","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999010078.USD":"UNITED ASIA PACIFIC REAL ESTATE INCOME (USDHDG) INC","LU0229494975.USD":"骏利亨德森亚太地产股票基金","00016":"新鸿基地产","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","SUHJY":"新鸿基地产ADR","LU2088747998.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","03121":"南方KOSPI","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK1521":"挪威政府全球养老基金持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK1559":"蓝筹地产股","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2088748020.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC A","LU2226123490.SGD":"Janus Henderson Horizon Asia-Pacific Property Income A5m SGD","BK4504":"桥水持仓","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4588":"碎股","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2226123227.USD":"Janus Henderson Horizon Asia-Pacific Property Income A5m USD","03145":"华夏亚洲高息股","BK1240":"房地产开发","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H"},"translate_title":"Big Bank Ratings | Morgan Stanley: Maintain an optimistic view on Hong Kong's residential property market, optimistic about Sun Hung Kai Properties and Henderson Land","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80016":0.6,"ZTmain":1,"ZNmain":1,"03121":0.6,"00016":1,"TNmain":1,"00012":1,"SUHJY":0.6,"UBmain":1,"03145":0.6,"ZBmain":1,"ZFmain":1,"03913":1},"content_text":"摩根士丹利发表研究报告指，日前与美联等楼市专家讨论后，认为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按年增3.9%至2.95万伙，其中400万港元以下物业成交更飙升305%，主要由于预算案放宽低价物业印花税至100港元，有助刺激交投。大摩引述美联专家预期全年新盘销售达1.8万伙，按年增6%，楼价有望回升3%；租赁市场则受内地人才及学生需求带动，预计全年租金水平可提升6%。大摩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及恒基地产，认为在利率下行环境中发展商将优先受惠，均予“增持”评级。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2554747839","isCrawlerRequest":true}

大行评级｜大摩：维持对香港住宅楼市乐观看法 看好新鸿基地产及恒基地产

精彩评论

大行评级｜大摩：维持对香港住宅楼市乐观看法看好新鸿基地产及恒基地产