港股异动 | 香港地产股承压 强劲非农打压降息预期 花旗预期今年香港楼价将下跌3%

智通财经
13 Jan

智通财经APP获悉,香港地产股承压,截至发稿,恒基地产(00012)跌2.69%,报21.7港元;领展房产基金(00823)跌2.18%,报31.4港元;新鸿基地产(00016)跌1.9%,报69.85港元;恒隆地产(00101)跌1.66%,报5.91港元。

消息面上,美国12月非农数据远超预期,市场对美国二次通胀的预期增强。美国银行预计,12月就业数据可能为1月暂停降息定音,美联储在12月的FOMC会议上做出了强烈的鹰派转向,1月暂停降息显然是基准情况,接近预测的就业报告将为这一决定定音。

花旗研报称,相较去年11月时,对香港地产业看法更趋悲观,预期楼价今年将下跌3%,主要由于供应量创历史新高、高利率维持更长时间,或促成发展商加快减价去库存。瑞银则将今年香港楼价预测从0%至5%的升幅下调至持平,以反映美国大选后可能减少的减息次数。

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