《大行》汇丰研究:HIBOR下跌 低利率利好港股 特别是地产及高息板块

阿斯达克财经
May 30, 2025

汇丰环球研究发表报告指,HIBOR近期跌至2022年以来的最低水平,并接近三年低位。低利率环境降低企业和消费者的借贷成本,特别是按揭还款负担减轻。历史数据显示,低利率通常利好香港股市,尤其是地产、公用事业和房地产投资信托基金(REITs)等板块。报告指,短期内,受套利交易及金管局为维护港元兑美元联系汇率而进行的入市干预影响,HIBOR可能回升,导致股市短期回调。但长远而言,美国联储局减息及本地...

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