智通财经APP获悉，美银证券发布研报称，近期部分香港开发商面临流动资金紧张问题，引发市场关注违约对行业的影响。该行基本预期香港主要开发商未来两年违约可能性不大，即便违约，对住宅市场情绪影响可控，但银行融资或收紧，投资物业估值可能同样受压，且预计在即将公布的财政预算案中，政府针对房地产的政策将相对较少。
该行看好太古地产(01972)及领展房产基金(00823)，认为它们具有可持续的高股息率，又看好香港置地，相信该公司正有计划地释放价值。
该行又预计长实(01113)及长和(00001)的去年派息将会下降11%及10%，而新世界发展(00017)的流动性问题同样受市场关注。另外，该行将希慎兴业(00014)2024至26财年的每股盈测下调4%至上调1%。
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