花旗发表研究报告指，中央鼓励A股企业来港上市、互联互通扩容等支持政策，将巩固香港金融中心地位，并吸引资金流入，预料可成为香港地产股关键催化剂。随中国债券收益率下行及5月公募基金考核改革，该行预计可提供较高股息回报的股份及指数成分股将受南下资金青睐，首选太古地产(01972.HK) 、置地公司及领展(00823.HK) ，均予“买入”评级。
花旗预期，本港住宅市场已接近见底，供应过剩的情况正在缓解，但目前难言行业盈利何时可回升，预计2027年起市场净吸纳量将转正，落成量降至1.8万至1.9万伙，对比2024年为2.4万伙，而需求端将继续受到分支家庭增加及人才来港等因素所支持。
该行又提醒，恒地(00012.HK) 宣布发行可换股债，或导致股价在短期内面临回调压力，仍给予“买入”评级，目标价25.6元。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 12:25。)
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