富瑞上调恒隆地产、太古地产评级至买入

观点网
30 Sep 2024

观点网讯:9月30日,富瑞研究部门发布报告,将恒隆地产和太古地产的评级上调至“买入”,同时上调九龙仓置业的目标价。报告指出,香港房地产股股价因美国降息而上涨20%至30%,目前利率预期趋于稳定,中国内地宏观经济及市场情绪有所改善。富瑞认为,尽管资本市场的好转可能对香港楼价有利,但增长风格的转变可能会限制香港房地产股的相对表现。该行提到,中央政府近期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...

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