摩根大通发表报告指，新城发展(01030.HK) 建议发行美元计值优先票据，可能会成为两年来第一家发行美元债券的非国企开发商，这意味着非国企开发商离岸债券市场可能会重新开放，该行业而言是方向性利好。从股票的角度来看，该行认为这只是象征性的举动，而非能让公司完全走出困境的复苏之举。
该行认为，改善营运现金流是令开发商复苏的更持久方法。因此，如果有新政策刺激房地产的销售会更加人振奋。在股票方面，首选是华润置地(01109.HK) 及华润万象生活(01209.HK) 。在策略上，该行认为龙湖(00960.HK) 、中海物业(02669.HK) 及中国金茂(00817.HK) 的上升空间较大。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-11 16:25。)
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