小摩：两份文件对地产利好有限对金融释放更多积极信号

同花顺09-18 11:07

摩根大通（JPM）发布研报称，《施政报告》及中国香港首份“五年规划”并未带来重大惊喜。就私人住宅市场而言，尽管各方先前提出了许多建议，但唯一称得上微利好的措施仅限于向有新生儿的家庭豁免2万港元印花税。不过，该行认为此举旨在鼓励生育，而非提振住宅市场(鉴于年内楼价已上涨12%)。至于“五年规划”，其提出的关键绩效指标力度略低于该行预期。政策重点仍在于加速“北部都会区”发展，这利好恒基地产（...

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小摩：两份文件对地产利好有限 对金融释放更多积极信号

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小摩：两份文件对地产利好有限对金融释放更多积极信号