大行评级|美银:香港楼市开始复苏,预计住宅楼价将于明年下半年起反弹

格隆汇APP
Sep 29, 2025

美银证券发表研究报告指,香港楼市已开始复苏,相应将住宅楼价格反弹时间预测从2027年提前至2026年下半年,预料将录得约3%升幅,并于2027年再升5%,并相信香港地产发展商盈利及派息将在2027年恢复增长,将地产股目标价平均上调3%,今年至2027年盈利预测上调最多4%,现阶段较倾向于可持续提供良好股息回报的股份。该行在发展商中偏好长实与信和置业,将长实的评级从“中性”上调至“买入”,目标价由...

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