摩根大通发表研究报告,指新一份《施政报告》及首份《五年规划》并无重大惊喜。私人住宅市场方面,唯一略为正面的措施是为有新生婴儿家庭提供最多2万港元印花税宽免,此举主要为鼓励生育,而非刺激楼市。《五年规划》主要关键绩效指标(KPIs)幅度略低于该行预期,未有明确吸引人才的KPI,且多数KPI属预期性而非具约束力。焦点仍在加快北部都会区发展,恒地(00012.HK) 、新地(00016.HK) 料受惠,...
Source Link摩根大通发表研究报告,指新一份《施政报告》及首份《五年规划》并无重大惊喜。私人住宅市场方面,唯一略为正面的措施是为有新生婴儿家庭提供最多2万港元印花税宽免,此举主要为鼓励生育,而非刺激楼市。《五年规划》主要关键绩效指标(KPIs)幅度略低于该行预期,未有明确吸引人才的KPI,且多数KPI属预期性而非具约束力。焦点仍在加快北部都会区发展,恒地(00012.HK) 、新地(00016.HK) 料受惠,...
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