汇丰环球研究发表报告,预计房地产和综合企业板块将继续跑赢大市,因香港房地产市场的韧性不断增强。投资者的低预期、稳步改善的业务基本面,以及良好的市场流动性应可能支持该板块。一个月香港银行同业拆息(HIBOR)从2024年底的4.6%大幅下降至昨日(22日)的0.67%。若这一低利率能持续,可能显著改善该板块的盈利前景。该行预计当前一个月HIBOR的均衡水平约为2.75%,风险偏向下行。汇丰研究在该...
Source Link汇丰环球研究发表报告,预计房地产和综合企业板块将继续跑赢大市,因香港房地产市场的韧性不断增强。投资者的低预期、稳步改善的业务基本面,以及良好的市场流动性应可能支持该板块。一个月香港银行同业拆息(HIBOR)从2024年底的4.6%大幅下降至昨日(22日)的0.67%。若这一低利率能持续,可能显著改善该板块的盈利前景。该行预计当前一个月HIBOR的均衡水平约为2.75%,风险偏向下行。汇丰研究在该...
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