香港地产 – 金管局将入市买港元并推升HIBOR如预期,2025年上半年在经济疲弱背景下,香港住宅价格、零售销售和写字楼租金延续下跌。但近期港股地产板块,尤其开发商表现良好,主要受益于低HIBOR及美国降息预期改善。我们维持住宅价格将在下半年筑底的判断,因降息有望为市场带来支撑,但认为市场对HIBOR短暂回落的乐观情绪过度,我们预计这一趋势很快会逆转。预期金管局将入市买入港元,回收市场流动性,进而...
Source Link香港地产 – 金管局将入市买港元并推升HIBOR如预期,2025年上半年在经济疲弱背景下,香港住宅价格、零售销售和写字楼租金延续下跌。但近期港股地产板块,尤其开发商表现良好,主要受益于低HIBOR及美国降息预期改善。我们维持住宅价格将在下半年筑底的判断,因降息有望为市场带来支撑,但认为市场对HIBOR短暂回落的乐观情绪过度,我们预计这一趋势很快会逆转。预期金管局将入市买入港元,回收市场流动性,进而...
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