高盛发表报告指,针对市场担忧中国近期收紧对外投资指引作出回应,结论是此举对香港住宅销售的影响可能仅限于豪宅交易。尽管2025年内地买家占香港住宅销售金额的35%,但其中78%的购买价格低于1,200万港元,这仍在合法资金汇出渠道可达成的范围内。高盛维持原观点,认为在结构性供需失衡的推动下,香港住宅市场将迎来为期数年的上升周期,并将近期地产板块的回调视为对高盛给予“买入”评级之开发商恒地(00012...
Source Link高盛发表报告指,针对市场担忧中国近期收紧对外投资指引作出回应,结论是此举对香港住宅销售的影响可能仅限于豪宅交易。尽管2025年内地买家占香港住宅销售金额的35%,但其中78%的购买价格低于1,200万港元,这仍在合法资金汇出渠道可达成的范围内。高盛维持原观点,认为在结构性供需失衡的推动下,香港住宅市场将迎来为期数年的上升周期,并将近期地产板块的回调视为对高盛给予“买入”评级之开发商恒地(00012...
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