港股异动 | 香港地产股午前走高 富力地产(02777)涨逾24% 财政措施预期不断升温提振收租前景

智通财经
30 Sep 2024

智通财经APP获悉,香港地产股午前拉升,截至发稿,富力地产(02777)涨24.55%,报1.37港元;恒隆地产(00101)涨10.65%,报7.48港元;新世界发展(00017)涨4.62%,报10.44港元;九龙仓置业(01997)涨4.14%,报27.65港元。

富瑞发布研报指出,香港房地产股股价早前因美国减息而上涨20%至30%,该行指,现时的利率预期已趋向稳定、中国宏观经济及市场情绪出现改善。虽然资本市场转好或会对香港楼价有利,惟风格转向增长或会限制香港房地产股的相对表现。该行续指,最近的中国中央推出的刺激政策,以及对推动消费的财政措施预期不断升温,提振拥有中国零售业务的香港上市收租股前景。

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%。

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