《大行》摩通:港银料持续减息 地产股首选恒地(00012.HK)信置(00083.HK)

阿斯达克财经
Sep 19, 2025

摩根大通发表研究报告指,美国联储局减息0.25厘后,港银亦跟随将最优惠利率(P息)下调0.125厘,其中汇丰新造按揭实际利率由3.5%降至3.375%,虽然表面上低于3.6%的毛租金回报率,但计入管理费及其他成本后,新造按揭利率仍高于3.1%的净租金回报率。该行预期,随着美联储未来进一步减息,而港银料跟随减息步伐,香港楼市将于2026年实现真正的正现金流回报,支持对明年楼价增长3%至5%的基本预测...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10