摩根大通发布研报称，给予领展房产基金（00823）“增持”评级，目标价43港元。证监会行政总裁梁凤仪透露目标于明年上半年推出“房托通”（REITs通），是自2024年提出以来首次公布官方具体时间表。该行认为，虽然存在监管不确定性，正式推出时间或会延迟，但至少目前有更清晰时间表。
摩通指出，投资者对房托通的预期已因长期等待而淡化，相信证监会最新言论或可重新引起市场的期待。按现行南向通纳入标准，即恒生综合指数成份股、平均市值逾50亿港元，摩通预期目前有三只香港上市房托将符合资格，包括领展、置富产业信托（00778）及冠君产业信托（02778）。该行认为，由于领展是流动性最高的港股REIT，将成为主要受惠者。
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