瑞银发表报告指，近期香港银行同业拆息反弹，预计将引发香港房地产行业短期回落。 该行团队预期香港银行同业拆息在第三季底将稳定在2%至2.5%之间，预测到2025年底为2.2%，到2026年底为1.6%。尽管反弹与该行预期一致，但认为在HIBOR稳定之前，短期内仍可能拖累地产股表现。
该行指，由现在至9月中，采取防守立场，看好股息率高且可持续的地产股，如信和置业(00083.HK) 、太古地产(01972.HK) 、恒隆地产(00101.HK) 及领展(00823.HK) 。相反，该行相信其他香港发展商(长实(01113.HK) )及股息率较低或净负债较高的大业主(如九龙仓(00004.HK) 、置地、港铁(00066.HK) 、希慎(00014.HK) )表现或会欠佳。(ha/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-19 12:25。)
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