智通财经APP获悉，摩根大通发布研报称，香港最近录得过去数年来最大宗写字楼销售，文华东方酒店刚以72亿元出售港岛壹号中心最高13层楼面予阿里巴巴-W(09988)及蚂蚁集团。该行假设物业的每月租金为每平方英尺65港元，估算其资本化率为3.3%，这与湾仔或铜锣湾一带的平均资本化率相近。
小摩相信，这笔大型交易有助于稳定香港写字楼的资本化率，并在一定程度上降低商业地产风险。不过，小摩表示，这宗交易将影响九龙仓置业(01997)，因为阿里位于时代广场的租约，将在2028年到期，届时该公司很大可能将会搬出。
小摩又相信，更多来自内地的领先企业或有兴趣购买香港的写字楼物业，作为他们的区域或非内地总部。该行认为，香港的办公资本化率得以稳定，将利好香港置地和太古地产(01972)这两个主要经营写字楼租赁的发展商。
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