金吾财讯 | 华泰证券表示，9月香港住宅量价和租金均出现调整，华泰证券认为在美联储加息预期反复、港股难言反转的背景下，短期调整或仍将持续，但依然对未来2-3年的复苏周期抱有信心。此外，香港2026年施政报告和五年规划未涉及短期地产举措，符合市场预期；商业地产景气度延续改善，写字楼租金接近同比回正。华泰证券维持对于香港市场占比高的港资房企的关注，阶段性更看好受住宅量价波动影响较小、商业地产租金表现逐步迎来拐点、股息率更具吸引力的持有类房企。
金吾财讯 | 华泰证券表示，9月香港住宅量价和租金均出现调整，华泰证券认为在美联储加息预期反复、港股难言反转的背景下，短期调整或仍将持续，但依然对未来2-3年的复苏周期抱有信心。此外，香港2026年施政报告和五年规划未涉及短期地产举措，符合市场预期；商业地产景气度延续改善，写字楼租金接近同比回正。华泰证券维持对于香港市场占比高的港资房企的关注，阶段性更看好受住宅量价波动影响较小、商业地产租金表现逐步迎来拐点、股息率更具吸引力的持有类房企。
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