减息预期降温地产股受压 新世界(00017.HK)跌5%屡破底 港铁(00066.HK)创逾八个月低

阿斯达克财经
Jan 13, 2025

美国上月就业数据强劲,美联储减息预期进一步降温,高盛分析师下调对美联储今年减息预期,由3次减至2次,明年料再减息1次,终点利率为3.5至3.75厘,目前为4.25至4.5厘。另美银证券料美联储今年或不再减息。部分券商亦看淡今年楼价走势,瑞银将今年住宅楼价升幅预测,由原来的零至5%区间,下调至无升跌,以反映美国大选后潜在的减息次数减少。息口敏感的本地地产及收租股受压。杠杆水平备受市场关注的新世界发展...

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