摩根大通发表研究报告指,本周内房及香港地产板块投资者主要关注三大议题,包括国庆前内地政策放宽预期、房托基金互联互通的反应,以及现楼销售地块的市场反应。摩通表示,市场传出国庆前或推出全国性房贷补贴,但该行对此持保留态度。基准情境并不预期会有大规模全国性刺激政策,即使推出房贷补贴,其规模及执行力或不足以扭转市场形势。至于房托基金互联互通,香港证监会目标明年上半年推出“REIT Connect”,届时...
Source Link摩根大通发表研究报告指,本周内房及香港地产板块投资者主要关注三大议题,包括国庆前内地政策放宽预期、房托基金互联互通的反应,以及现楼销售地块的市场反应。摩通表示,市场传出国庆前或推出全国性房贷补贴,但该行对此持保留态度。基准情境并不预期会有大规模全国性刺激政策,即使推出房贷补贴,其规模及执行力或不足以扭转市场形势。至于房托基金互联互通,香港证监会目标明年上半年推出“REIT Connect”,届时...
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