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华夏亚太房地产
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中国海外发展盘中异动 急速拉升3.14%报13.780港元
市场透视
·
07-10
【大摩:列领展房产基金(00823.HK)为香港地产行业首选股 目标价48港元 重申“增持”评级】智通财经APP获悉,摩
智通财经
·
07-10
大摩:列领展房产基金(00823)为香港地产行业首选股 目标价48港元 重申“增持”评级
智通财经
·
07-10
《港楼》屯门NOVO LAND第3A期次轮沽116伙
阿斯达克财经
·
07-10
【民企境内化债按下快进键 旭辉(00884.HK)、龙光(03380.HK)、融创(01918.HK)迎新进展】智通财经
智通财经
·
07-09
大行评级|大摩:维持领展目标价48港元 列为香港地产行业首选
格隆汇
·
07-09
大行评级|摩根大通:香港地产股短期或获利回吐 建议增持太古地产、领展
格隆汇
·
07-09
小摩:恒基地产(00012)发CB集资或促使其他发展商仿效 新世界发展(00017)仍有供股可能
智通财经
·
07-09
《大行》摩通:地产股短期或获利回吐 建议增持太古地产(01972.HK)领展(00823.HK)
阿斯达克财经
·
07-09
【大摩:将领展房产基金(00823.HK)纳入首选股 料受惠香港零售回稳及潜在纳港股通】智通财经APP获悉,摩根士丹利发
智通财经
·
07-09
新鸿基地产(00016)出现大手卖出14.65万股,成交价$91.85,涉资1.346千万
阿斯达克财经
·
07-09
【券商聚焦】华泰证券:土地市场结构性复苏,看好核心城市资源充沛的房企
金吾财讯
·
07-09
【美元债异动|新鸿基地产SUNHUN 1.89 01/17/28价格下跌2.846%报94.372】7月9日由新鸿基地产发行的SUNHUN 1.89 01/17/28现价94.372下跌-2.846%收益率4.020%。
金融界
·
07-09
房地产行业2025中期策略:结构化的时代 穿越周期的房企
国盛证券
·
07-09
领展房产基金授出505.56万份受限制基金单位奖励
观点网
·
07-08
大行评级|大摩:重申领展“增持”评级 受惠香港零售回稳及潜在纳入港股通
格隆汇
·
07-08
每日卖空追踪 | 长实集团 07月08日卖空量成交47.1万股,卖空比例为14.58%
市场透视
·
07-08
长实集团07月08日获主力加仓317.8万元
市场透视
·
07-08
《大行》大摩将领展(00823.HK)纳入首选股 料受惠港零售回稳及潜在纳港股通
阿斯达克财经
·
07-08
大行评级|花旗:港银同业拆息短期受压 首选领展、新鸿基地产及恒基地产
格隆汇
·
07-08
更多
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重申“增持”评级】智通财经APP获悉,摩","url":"https://stock-news.laohu8.com/highlight/detail?id=2550698033","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550698033?lang=zh_cn&edition=fundamental","pubTime":"2025-07-10 09:43","pubTimestamp":1752111793,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["LU0106831901.USD","LU0314104364.USD","LU0225283273.USD","REIT","LU1732800096.USD","IE00BKVL7J92.USD","LU0234570918.USD","BK4504","LU2023251221.USD","CFA.SI","LU0320765646.SGD","LU1989772840.SGD","LU0158827781.USD","CFA","LU1720051108.HKD","BK4581","LU2357305700.SGD","LU2089284900.SGD","LU2089283258.USD","BK4534","LU0006306889.USD","LU1162221912.USD","LU2347655156.SGD","BK4516","IE00BZ1G4Q59.USD","03121","LU2028103732.USD","LU1074936037.SGD","LU1668664300.SGD","BK4127","00823","LU1548497426.USD","BK1521","BK4588","LU2271345857.HKD","BK1256","LU2111349929.HKD","LU2133065610.SGD","LU0795875169.SGD","LU1989772923.USD","LU1732799900.SGD","LU1363072403.SGD","LU0971096721.USD","LU0912757837.SGD","LU0098860793.USD","LU0158827948.USD","LU0267386448.USD","BK4585","LU0106261372.USD"],"gpt_icon":0},{"id":"2550035698","title":"大摩:列领展房产基金(00823)为香港地产行业首选股 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16:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250512121142479_s.jpeg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250512121142479_s.jpeg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1452342/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["SG9999010078.USD","LU0229494975.USD","LU2088748376.SGD","IE00BSPPW651.USD","SG9999002463.SGD","SG9999009997.SGD","LU2088748293.HKD","SG9999010052.SGD","LU2088747725.USD","BK1601","IE00B1G9TM23.USD","SUHJY","LU2088747998.USD","80016","BK1559","LU2226123490.SGD","BK1521","SG9999004220.SGD","IE00B1G9TL16.USD","LU0315179316.USD","LU1316543674.SGD","LU2088748020.USD","BK1216","03145","03121","LU2226123227.USD","00016"],"gpt_icon":0},{"id":"2550050025","title":"【民企境内化债按下快进键 旭辉(00884.HK)、龙光(03380.HK)、融创(01918.HK)迎新进展】智通财经","url":"https://stock-news.laohu8.com/highlight/detail?id=2550050025","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550050025?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 14:23","pubTimestamp":1752042222,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1555","01918","BK1582","03121","00884","BK1507","BK1521","BK1240","03380"],"gpt_icon":0},{"id":"2550654506","title":"大行评级|大摩:维持领展目标价48港元 列为香港地产行业首选","url":"https://stock-news.laohu8.com/highlight/detail?id=2550654506","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550654506?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 11:09","pubTimestamp":1752030585,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["BK1256","BK1521","BK1098","CFA","03121","BK1229","03913","CFA.SI","BK1258","BK1542","00823","REIT"],"gpt_icon":0},{"id":"2550505740","title":"大行评级|摩根大通:香港地产股短期或获利回吐 建议增持太古地产、领展","url":"https://stock-news.laohu8.com/highlight/detail?id=2550505740","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550505740?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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新世界发展(00017)仍有供股可能","url":"https://stock-news.laohu8.com/highlight/detail?id=2550658506","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550658506?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 10:52","pubTimestamp":1752029559,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,摩根大通发布研报称,恒基地产拟发行80亿港元可换股债券,鉴于恒地近期股价走强,此次融资或许并非完全意外,但选择发行CB略显意外,因为这对香港房地产公司并不常见。逢低吸纳时,小摩建议吸收具有明显催化剂的股票:太古地产和领展房产基金。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1315542.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0203345920.USD","LU1261432733.SGD","LU2023250843.SGD","BK4504","IE00B1XK9C88.USD","LU2054465674.USD","LU1496350502.SGD","LU1280957306.USD","LU0820561818.USD","LU0868494708.USD","LU0215105999.USD","IE0034235188.USD","LU2552382215.SGD","IE00BKDWB100.SGD","IE00B3S45H60.SGD","00823","IE00BDCRKT87.USD","LU0048584097.USD","LU0689472784.USD","LU2592432038.USD","03121","00012","LU1145028129.USD","IE00BJTD4V19.USD","BK4566","LU1064131342.USD","LU1162221912.USD","LU1988902786.USD","LU2505996509.AUD","LU0256863811.USD","IE00BJLML261.HKD","LU0640476718.USD","00017","LU1496350171.SGD","01997","LU2236285917.USD","LU2237443465.HKD","LU0211331839.USD","LU1894683264.USD","IE0034235295.USD","BK1601","LU2505996681.GBP","LU0203347892.USD","LU1032466523.USD","LU1914381329.SGD","LU0267386448.USD","LU0320765646.SGD","IE00B1BXHZ80.USD"],"gpt_icon":0},{"id":"2550035505","title":"《大行》摩通:地产股短期或获利回吐 建议增持太古地产(01972.HK)领展(00823.HK)","url":"https://stock-news.laohu8.com/highlight/detail?id=2550035505","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550035505?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 10:40","pubTimestamp":1752028800,"startTime":"0","endTime":"0","summary":"摩根大通发表报告,指恒地产提议发行80亿港元的可转换债券。鉴于近期股价表现强劲,此次融资或许并不完全意外,但选择可转换债券略为令人意外,因为这在香港地产公司中并非常用方式。鉴于其低成本,该行认为这可能促使其他发展商探索可转换债券作为降低平均融资成本的方式。然而,最新可转换债券发行加上香港银行同业拆息上升,可能引发短期获利回吐。在股价回调时,该行建议增持具有明显催化剂的股票:太古地产及领展。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20210218111822896_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20210218111822896_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1452075/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1098","LU2153591404.USD","BK1521","BK1534","LU0607220059.USD","01972","LU0572940350.SGD","LU0149534421.HKD","LU2226123227.USD","LU1316543674.SGD","BK1256","LU2348773727.SGD","LU0572939691.SGD","BK1258","BK1601","LU0264606111.USD","LU2226123490.SGD","00823","03121","LU0229494975.USD","BK1229"],"gpt_icon":0},{"id":"2550508568","title":"【大摩:将领展房产基金(00823.HK)纳入首选股 料受惠香港零售回稳及潜在纳港股通】智通财经APP获悉,摩根士丹利发","url":"https://stock-news.laohu8.com/highlight/detail?id=2550508568","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550508568?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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08:52","pubTimestamp":1752022353,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,2025上半年土地市场在核心城市核心地块的带动下迎来结构性复苏。供给端呈现质量提升、节奏前置等特点,需求端房企投资集中度有所上升,竞争加剧,无论城市还是房企,均呈现强者恒强的特征。市场全面修复尚未到来,但核心城市存在结构性机会的逻辑得到一定验证。投资策略上,该机构依然看好以一线城市为代表的核心城市复苏节奏,以及在对应区域拥有储备或新获取资源的房企的估值修复,继续推荐具备“好信用、好城市、好产品”逻辑的地产股,分红与业绩稳健的头部物管公司,以及受益于香港资产重估逻辑的港股高股息REIT。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961870","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0287142896.SGD","BK1555","LU0329678170.USD","LU1064131003.USD","LU0348825331.USD","LU1580142542.USD","BK0012","000002","LU0516422440.USD","03121","LU0979878070.USD","03900","LU1008478684.HKD","LU1979443071.USD","01109","BK0183","LU1934453819.USD","00960","LU0205439572.USD","LU0516423091.SGD","LU2088748376.SGD","LU0329678337.USD","BK1521","IE00BVYPNQ40.USD","02777","BK1570","IE00BZ08YT58.USD","01918","LU0251144936.SGD","00123","03990","LU0067412154.USD","LU1993786604.SGD","06886","00688","LU1807302812.USD","00081","03380","601688","LU0702159699.USD","02202","LU0348766576.USD","LU0605514214.HKD","LU1152091168.USD","LU1781817850.SGD","SG9999010052.SGD","LU0048597586.USD","LU1242518857.USD","LU0650527681.SGD","03301"],"gpt_icon":0},{"id":"2550769795","title":"【美元债异动|新鸿基地产SUNHUN 1.89 01/17/28价格下跌2.846%报94.372】7月9日由新鸿基地产发行的SUNHUN 1.89 01/17/28现价94.372下跌-2.846%收益率4.020%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550769795","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550769795?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 06:01","pubTimestamp":1752012118,"startTime":"0","endTime":"0","summary":"7月9日由新鸿基地产发行的SUNHUN 1.89 01/17/28现价94.372下跌-2.846%收益率4.020%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/07/09060151571832.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["SG9999010078.USD","03121","LU0229494975.USD","SG9999002463.SGD","LU0315179316.USD","LU2088748293.HKD","IE00B1G9TL16.USD","LU2088748020.USD","BK1559","BK1601","LU2088748376.SGD","00016","BK1521","BK1216","LU2088747998.USD","LU2226123490.SGD","IE00BSPPW651.USD","LU2088747725.USD","SG9999009997.SGD","SG9999004220.SGD","LU1316543674.SGD","80016","SG9999010052.SGD","SUHJY","03145","LU2226123227.USD","IE00B1G9TM23.USD"],"gpt_icon":0},{"id":"2550372636","title":"房地产行业2025中期策略:结构化的时代 穿越周期的房企","url":"https://stock-news.laohu8.com/highlight/detail?id=2550372636","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550372636?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 00:00","pubTimestamp":1751990400,"startTime":"0","endTime":"0","summary":"投资建议我们认为重点关注房地产相关股票有以下理由:1、政策受基本面倒逼进入深水区,如我们2022、2023年在报告中反复阐述,认为本轮最终政策力度超过2008、2014年,而现在尚在途中。房企出险风险蔓延:房企资金面压力仍承压,后续出险范围可能进一步蔓延,则进一步影响市场信心,影响新房销售以及存量房企融资环境。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709204119a44064c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:59","pubTimestamp":1751968740,"startTime":"0","endTime":"0","summary":"此次授出涉及505.56万基金单位,授出日期收市价为每基金单位42.40港元。领展房地产投资信托基金根据房地产投资信托基金守则第10.3条发布公告。此次授出的基金单位中,董事欧敦勤获得67856基金单位,王国龙获得1494301基金单位,黄国祥获得382263基金单位,其他董事及领展及其附属公司员工合计获得2952507基金单位。公告还披露,已授出受限制基金单位奖励总数为5055604,2017年长期奖励计划上限项下可供日后授出的基金单位数目为191601359。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250708182707953ab646&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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