香港地产股早盘走高!美银证券上调香港地产股目标价

老虎资讯综合
Jun 25, 2025

6月25日,香港地产股早盘走高,新世界发展涨超7%,恒隆地产涨超6%,新鸿基地产涨近5%,恒基地产涨超4%。

美银证券研报指出,上调香港地产股目标价,平均上调12%。该行指香港同业拆息(HIBOR)急跌,实际上相当于降息,已经引发了香港地产行业的一轮估值修复,但该行认为,基本面的提升可能不足以改变资产价格的走向(美银对实体楼市的预测尚无重大变化)。报告指,随着大多数香港地产股股价接近2024年9月的高点,港元兑美元交易接近波动范围弱方(可能导致HIBOR反弹),需要新的催化剂以维持跑赢表现。

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