智通财经APP获悉,香港地产股延续涨势,截至发稿,新世界发展(00017)涨2.77%,报7.42港元;领展房产基金(00823)涨1.67%,报39.5港元;新鸿基地产(00016)涨1.18%,报81.55港元;九龙仓置业(01997)涨1.08%,报23.3港元。
消息面上,9月19日,香港金融管理局宣布,香港金管局将基准利率下调50个基点至5.25%,之前为5.75%。隔夜,美联储宣布降息50个基点。于香港实施联系汇率制度下,香港金管局因应美国降息50个基点,下调基准利率至5.25%。
摩根士丹利发布研报指出,香港在受惠于美息下降及内地经济增长加快具独特优势。美联储预计减息亦对估值处历来最低水平,且提供可持续及高派息的香港地产股正面。该行料香港楼价在今年跌8%后,明年回升6%。即使住宅价格自2021年调整三成,香港住宅可负担比率目前仍处历史高端的50%,但假设明年按揭利率回落至3.2%下,有关比率料改善至45%,且租金扣除供楼回报亦将转正。
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