高盛：料明年楼价及零售租金升5%及2% 升地产股目标价

智通财经2025-07-29

智通财经APP获悉，高盛发布研报称，自3月中旬起，本港楼价已反弹1%，零售销售额亦于5月实现同比2%增长。虽然写字楼空置率仍维持在13至14%的高位，但近期股市回暖及资本市场活动重启，已带动需求回升。上述基本面改善，加上美元走弱及利率下行，推动香港地产及综合企业股份今年至今录得5至45%升幅。该行认为，虽然行业估值仍未算高，但后续上行空间将取决于价格及租金复苏趋势。随着住宅及零售市场今年回稳，该行...

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