智通财经APP获悉，摩根大通发布研报称，新一份施政报告对与楼市而言没有太大惊喜，尽管已经提出很多建议，但印花税减免和“购房通”均未落实，但这不太可能造成下行冲击，有媒体报道，这两项措施均不会实施。唯一略微积极的宽松措施是放宽新的“资本投资者计划”(价值逾3000万港元的住宅单位现在成为合资格投资)，这符合预期。
施政报告后，本港地产股股价反应平淡，9月17日相关板块表现落后恒生指数2%。尽管施政报告并未推出强有力的宽松政策，但小摩认为房地产市场仍有可能在2025年下半年稳定，2026年楼价有望升3-5%。
发展商方面，小摩的首选是恒基地产(00012)和信和置业(00083)。业主方面，最看好太古地产(01972)和恒隆地产(00101)，其次是九龙仓置业(01997)和领展房产基金(00823)。
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