摩根大通发表研究报告指，自6月中旬以来，香港地产股已跑赢恒生指数达8%，主要原因包括：(1)市场对美国可能提前降息的憧憬升温；(2)板块轮动至高股息或落后板块，如香港地产(事实上，即使经过近期上涨，香港地产年初至今表现仍比恒生指数同期表现低出1%)；(3) 香港银行同业拆息(HIBOR)近两个月来保持在1%以下；(4) 南向资金持仓略有增加(从5月初的7.2%增至最新的7.6%)；(5)在较小程度上，近期住宅项目销售去化率良好的正面消息，而摩通也观察到长期投资者的兴趣增加。 摩通对该板块的首选仍为太古地产、恒基地产和领展，即使该三只股票今年至今已分别上涨30%、28%和37%，但它们仍提供超过6%的股息收益率，且未来仍有催化剂。
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