智通财经APP获悉，里昂发布研报称，香港楼价出现复苏，部分新盘销售反应热烈，市场情绪乐观，推动发展商股价年初至今亦上涨，预测楼价上升趋势将持续，但由于减息预期降温及香港按揭利率具韧性，预期楼价升幅会较温和。而根据过往经验，当楼价增速减慢或市场情绪见顶时，地产股股价往往会出现回调。
该行指，新鸿基地产(00016)Sierra Sea第2A期次轮销售接获逾4.9万张票，超额认购超过214倍，该批单位平均英尺价为约10,968港元，较去年4月及5月推售的1A期及1B期分别高出5.5%及3.1%，但升幅低于同期市场的6.8%升幅，以及同系“天玺. 天第二期的29%升幅。
另外，有传万豪国际可能收购周大福企业旗下的瑰丽酒店集团(Rosewood Hotel Group)，里昂指出，瑰丽酒店集团为新世界发展(00017)属姊妹公司，因此即使交易落实，认为周企也不会动用所得款项来偿还新世界债务。里昂维持对2026年香港楼价增长5%的预测，首选股为希慎置业(00014)及领展房产基金(00823)，均予“跑赢大市”评级。
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