【大摩：料新鸿基地产(00016.HK)及恒基地产(00012.HK)最能受惠于施政报告潜在楼市刺激措施】智通财经APP获悉，摩根士丹利发布研报称，虽然住宅物业及零售市况趋稳，但市场普遍仍期待9月17日公布的新一份施政报告会公布利好楼市的措施，当中包括将进一步削减楼价600万元以下住宅物业印花税、放宽资本投资者入境计划要求以刺激豪宅投资需求、设立“购房资金通”计划，以及加快北部都会区土地收回及基建建设。
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