智通财经APP获悉，花旗发布研究报告称，预期施政报告为发展商(尤其是拥有豪宅物业的开发商)带来正面情势，加上利率下调后，10月成交量及新盘推出量均有所反弹。该行维持以股息及收益率作选股标准的策略，预期新鸿基地产(00016)及恒基地产(00012)短期可能跑赢。
报告中称，新一份《施政报告》提出调整“新资本投资者入境计划”，允许投资5,000万元或以上的住宅物业，投资于房地产获计算入投资总额上限为1,000万元;所有住宅物业的按揭成数上限一律上调至七成，供款与入息比率上限也统一调整为五成;预计未来十年私营房屋需求为13.2万伙，并计划未来五年提供土地以兴建8万伙单位(并无变动);2025至2030财年公屋供应增至18.9万伙，较2024至2029财年的17.2万伙增长10%;未来十年目标把公屋和资助出售单位比例由现时七比三，逐步调整至六比四;房委会正进行11个重建计划。
该行认为，上述支援楼市政策符合市场预期，放宽住宅物业按揭成数上限有利投资需求，但或需时才能显现。该行维持对今年香港楼价预测跌10%不变，相对于首九个月跌7.5%，并预期明年中楼价或触底。
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