摩根大通发表研究报告指,自6月中旬以来,本港地产股已跑赢恒生指数达8%。仅在上日(25日)当天,该板块上升3%(恒生指数增加1%),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...
Source Link摩根大通发表研究报告指,自6月中旬以来,本港地产股已跑赢恒生指数达8%。仅在上日(25日)当天,该板块上升3%(恒生指数增加1%),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...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.