摩根大通：新一份施政报告对楼市而言没有太大惊喜

观点网2025-09-18

观点网讯：9月18日，摩根大通发布报告称，新一份施政报告对楼市而言没有太大惊喜。尽管已提出很多建议，但印花税减免和“购房通”均未落实，不太可能造成下行冲击。唯一略微积极的宽松措施是放宽新的“资本投资者计划”（价值逾3000万港元的住宅单位现在成为合资格投资），符合预期。市场消息显示，施政报告后，香港地产股股价反应平淡，9月17日相关板块表现落后恒生指数2%。尽管施政报告并未推出强有力的宽松政策，...

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