智通财经APP获悉,香港地产股走低,截至发稿,领展房产基金(00823)跌2.55%,报32.45港元;新鸿基地产(00016)跌2.23%,报72.3港元;恒基地产(00012)跌2.07%,报23.6港元;恒隆地产(00101)跌2.06%,报6.18港元。
消息面上,美联储于当地时间12月18日宣布,将联邦基金利率目标区间下调25个基点到4.25%至4.5%之间,符合市场普遍预期。点阵图显示,明年降息幅度预测从4次调整为2次。鲍威尔称,未来考虑利率调整时可以更谨慎,路径取决于降低通胀方面取得更多进展。12月19日,香港金管局将基准利率下调25个基点至4.75%。
摩根士丹利研报指出,明年香港房地产市场未见起色,预期仍然充满挑战,利率维持于较高水平,对香港楼市整体发展不利。虽然一众本地地产股估值较便宜,但大摩认为,市场供应过剩,发展商存货堆积,对市场发展并无帮助,目前预测明年上半年住宅楼价会继续下跌,随着按揭成数提高、额外印花税取消、按揭利率下降、租金水平回升及人口流入等利好因素出现,应有助楼价于明年下半年上升。
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