金吾财讯 | 华泰证券表示，8月，香港私人住宅市场受季节性及天气因素扰动，成交环比有所回落，但年初至今累计成交同比仍显著增长，反映市场氛围持续改善。此外，房价已连续5个月环比上升，逐渐显现企稳信号。展望后市，美联储重启降息将在联系汇率机制下带动香港本地利率下行，不仅有助缓解供楼压力，也将刺激换楼及投资需求，楼市活跃度有望延续。该机构认为两类资产修复值得关注：1、香港住宅市场成交量价有望于2025下半年开始迎来企稳回升；2、商业资产有望随着景气度回升，受益于消费改善及租金回暖。该机构看好香港本地开发商和商业运营企业估值修复，建议关注香港拥有充裕土地储备和优质商业运营资产以及受益于香港资产重估逻辑的标的。
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