智通财经APP获悉，摩根大通发布研报称，自本月2日贸易战升级以来，香港地产股股价至今累跌约10.2%，但仍跑赢恒指2.4%。该行解释，地产股相对较好的表现可能由于该行业较低的贝塔特性;在贸易战情境下，香港地产板块可能不像其他行业那样直接受到重创。
小摩提及，经济衰退的担忧仍可能拖累楼市买家及消费者的信心，这对香港楼市及零售销售不利。短期内，该行将保持防守，偏好股息确定性高的股票。另外，该行对九龙仓置业(01997)保持审慎。
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