瑞银发表报告指，随着美联储将进入降息周期，继续偏好香港地产发展商，并转为看淡香港银行。该行预期，银行自2022年加息以来相对跑赢地产发展商的趋势，将随着降息周期的展开而开始回吐。该行认为，受商业地产(CRE)贷款拨备开支上升与降息压缩利息净收益率(NIM)的影响，香港银行或将面临压力。 该行现时低配银行股，并将恒生银行列入其最不看好的名单。另一方面，该行将永利澳门与银河娱乐列为最推荐名单，因其受惠于高端客群需求增长改善及不俗股息收益率。
瑞银发表报告指，随着美联储将进入降息周期，继续偏好香港地产发展商，并转为看淡香港银行。该行预期，银行自2022年加息以来相对跑赢地产发展商的趋势，将随着降息周期的展开而开始回吐。该行认为，受商业地产(CRE)贷款拨备开支上升与降息压缩利息净收益率(NIM)的影响，香港银行或将面临压力。 该行现时低配银行股，并将恒生银行列入其最不看好的名单。另一方面，该行将永利澳门与银河娱乐列为最推荐名单，因其受惠于高端客群需求增长改善及不俗股息收益率。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.