《大行》花旗指投资者对香港地产持正面态度 看好新地(00016.HK)、恒地(00101.HK)等

阿斯达克财经
Jan 23

花旗发表研报指,根据投资者反馈,他们对香港地产持正面态度,依行业划分的优先次序为房地产开发商 > 中环写字楼 > 奢侈品零售;而非必需零售业则令人失望。花旗表示,投资者预期楼价在今年将进入上升周期;关注2027、2028年的可持续性,且投资者一致认为楼价已过拐点,预计今年将有明显的5%至10%升幅。尽管如此,约10%的投资者对27/28年房价走势持怀疑态度,因成交量反弹主要由积压的需求推动;投资...

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