花旗发表研究报告指，早前港元触发弱方兑换保证，金管局自2023年以来首次买入港元。金管局于5月收回流动资金，但现时一个月香港银行同业拆息于7月7日已回升至1.05%。该行表示，由于美元兑港元维持在接近区间上限的水平，加上美国非农数据较强，7月美国降息的可能性较低，金管局有可能继续抽走港元流动资金，导致港银同业拆息短期受压。 对于香港房地产而言，香港银行同业拆息上升及上半年盈利疲弱将减少市场已计价的利好因素，但并非很强大的负面催化因素。花旗预期投资者仍会聚焦于高收益股票，首选香港置地、领展、新鸿基地产及恒基地产，均予“买入”评级，各予目标价47.25港元、88.8港元及25.6港元。
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