智通财经APP获悉，骏利亨德森投资投资组合经理Tim Gibson及Xin Yan Low表示，香港住宅物业市场在2025年已进入明显的复苏阶段，受惠于宏观环境改善、家庭资产负债表更稳健，及本地及外来需求回升。随着二手楼价及租金水平回升，住宅相关发展商正重新掌握定价能力，为盈利及资产价值持续增长铺路。
财富效应无疑是推动投资者对楼市重燃兴趣的重要催化剂。香港股市强劲升幅正流入房地产市场。人才计划带来新居民，推高租金至历史新高。减息令按揭利率下降，令置业比租楼更具吸引力。住宅市场已出现反弹，二手楼价自2025年第二季低位回升约一成。
在过去12个月，香港是全球地产股表现最佳的市场之一，投资者重燃兴趣推动估值显著重估。随着楼价及租金回升，发展商更有可能重拾议价能力，支持盈利能力提升。盈利及资产价值的增长将进一步推动股价表现。只要支持基本面的主要因素持续到位，对地产板块保持正面看法。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.