香港施政报告9月16日发表,小摩料或进一步提高豪宅印花税

格隆汇
Sep 09
中国香港政府将于下周三(9月16日)发表首份五年规划及新一份《施政报告》,摩根大通表示,预计政府可能会在即将发布的《施政报告》中进一步提高豪宅印花税,不过其影响料可控。 摩根大通在报告中称,虽然这不是该行的基本预期,但并不完全排除进一步提高豪宅印花税的可能性。即使发生这种情况,该行预计其影响仍可控。摩通又表示,预计香港政府发表的首个五年规划报告中,不会出台任何对私人住房市场有意义的扶持措施。《施政报告》的重点可能放在加快北部开发以及吸引人才方面,这些举措有望支持住房需求。 摩通指出,短期内,香港开发商的股价将主要受利率前景的影响,看好太古地产(1972.HK)、九龙仓置业(1997.HK)、香港置地等。

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