金吾财讯 | 九龙仓置业(01997)盘初向好,截至发稿,涨逾3%,报22.6港元,成交额839.41万港元。消息面上,中原地产称,香港十大屋苑周末录得15宗成交,较前一周猛增87.5%,创下3月末以来最高水平。该机构称,美联储降息前景吸引买家重返市场。此外,大摩预计,明年1个月香港银行同业拆息(HIBOR)将降至2.75%,最优惠利率下的实际按揭利率(P-1.75%)将降至3.25%。该行相信,对比零售及写字楼,香港的住宅市场将更受惠于美国减息,预计明年香港住宅楼价将反弹5%,而今年则会下跌8%,即较高位下跌三成。该行估计,香港银行同业拆息每下跌100个基点,可带动香港地产发展商的平均盈利增加5%。
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