港股异动 | 香港地产股多数承压 美联储鹰派加息落地 地产业或将面临短期估值压力

中金财经
3 hours ago
  智通财经APP获悉,香港地产股走势承压,截至发稿,恒隆地产(00101)跌3.04%,报6.53港元;新鸿基地产(00016)跌2.37%,报107港元;恒基地产(00012)跌2%,报25.42港元;太古地产(01972)跌1.92%,报23.54港元。   消息面上,美联储宣布加息25个基点,香港金管局随之将基准利率上调25个基点至4.25%。最新点阵图上显示,今年还有一次加息。沃什则表态金融状况不具备限制性,取消一部分宽松措施,使金融和信贷状况能够更符合最终目标。   花旗表示,香港地产业将面临来自美国利率前景的短期估值压力,可能推高投资者的要求回报率,但对基本面影响有限。该行对2027年预期楼价展望仍持建设性看法,但在今年为止已上涨12%后,预期今年余下时间将进入整固期。   

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