《大行報告》大摩聯儲局未來若減息料對本港地產股影響正面
摩根士丹利發表報告指,其美國經濟學家現時相信美國聯儲局最快將於7月19日減息,並在可見未來保持在該水平。此外,MSP0KE指數亦暗示市場目前正預測將有超過三次的減息。該行認為,此將推動香港銀行同業拆息(HIBOR)走低,而更重要的是,可減輕對銀行最優惠利率的壓力,使有效按揭利率下降。
大摩表示,本港地產股在波動市況中有防守性,因股份有高收益率、強勁的資產負債表及物業價格走高。未來若美國聯儲局減息,預期對本港地產股會有正面影響。而今年下半年估計將有7,726伙單位推出市場,即將開售的一手項目或可重燃市場情緒。行業中,該行首選為新地(00016.HK)。
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