《大行》高盛:本港HIBOR回复至预测水平 料地产股将回软

阿斯达克财经
Aug 19, 2025

高盛报告指,本港银行同业拆息(HIBOR)昨(18日)回升至2厘,为5月初以来首次。银行体系结余由高峰期1,770亿元降至530亿元,对比流动性涌入前的440亿元。有关情况符合该行预期。该行指,本港发展商股价在拆息低企期间跑赢恒指,预期拆息回复至预测水平及本港浮息按揭重新定价至P按上限3.5厘,有关股份将经历一轮疲软。整体预期本港住宅楼市缓慢反弹的观点维持,预计今年楼价持平,未来两年反弹5%及6%...

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