《大行》摩通料下半年楼价升幅放缓 恒指长期疲弱为最大下行风险

阿斯达克财经
Jun 23

摩根大通发表研究报告指,本港二手住宅楼价指数年初至今已反弹10.4%,已达到该行对2026年全年升幅10%至15%的预测下限,意味着下半年楼价增长可能放缓至5%以下。该行维持上述全年预测,并预期虽然楼价增长放缓,但升轨仍将持续,而最大的下行风险在于恒指长期疲弱,这项数据历来与香港楼价呈现强烈相关性(通常存在3至6个月的滞后)。为了反映相关不确定性,该行将本港地产股的目标价平均下调10%。该行在个股...

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