当前在产业、人口、利率等因素推动下,香港房地产市场新周期已经开启,中信证券相信,所有在港经营的房地产企业都会普遍受益于行业向上的周期。中信证券发布研报称,香港房地产市场供给长期偏紧,历史上的五次牛熊切换多为需求侧因素所主导,总体来看上行周期长,下行周期短。该行认为当前在产业、人口、利率等因素推动下,相关房地产市场新周期已经开启,可能沿着从住宅到商业地产的顺序,兑现一轮稳步向上的周期。该行相信,所有...
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