瑞银投行研究部指，在开发商股息收益率利差高于历史平均水准的情况下，市场尚未充分反映香港房地产市场面临的四个关键风险，包括无就业复苏、港澳大湾区融合、北部都会区供应和人口缺口。瑞银大中华区房地产行业分析师梁展嘉提到，尽管自2024年以来GDP增速达到3%至4%，但新增就业明显走弱。自2023年以来，应届生就业机会下降70%以上，青年失业率维持在7%至8%的高位。跨境交通改善以及收入可见度降低可能会...
Source Link瑞银投行研究部指，在开发商股息收益率利差高于历史平均水准的情况下，市场尚未充分反映香港房地产市场面临的四个关键风险，包括无就业复苏、港澳大湾区融合、北部都会区供应和人口缺口。瑞银大中华区房地产行业分析师梁展嘉提到，尽管自2024年以来GDP增速达到3%至4%，但新增就业明显走弱。自2023年以来，应届生就业机会下降70%以上，青年失业率维持在7%至8%的高位。跨境交通改善以及收入可见度降低可能会...
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