金吾财讯 | 汇丰研究发表报告指，内地房地产市场迎来信心复苏。内地住房市场数据持续向好，远超市场基本预期。投资者看法更为积极，尤其是在新加坡，而香港投资者则相对谨慎。该行认为投资者尚未充分布局，为未来进一步地产股上涨提供空间。投资者普遍认为，今年最重要的任务是对中国市场做出正确判断。如果中国复苏进一步增强，尤其是在住房市场复苏的带动下，香港股票和房地产市场应会相应受惠。香港地产股方面，报告指，虽然投资者同意住房市场已基本触底，但仍担心新世界(00017)去杠杆进程可能带来的连锁效应。虽然零售市场仍具挑战性，但该行客户对多家商场营运地产商在租户销售额和人流方面的积极发展表现出兴趣。
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