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《大行報告》中金:香港樓市基本壓力仍存 要確認本周期拐點或為時尚早
中金發表研究報告指,港府宣布撤銷所有住宅物業需求管理措施,而在新政策推出以來,香港樓市交易明顯回溫,引發市場關注。中金表示,香港樓市所處環境的三個主要特點是中國經濟仍處漸進覆蘇期、美國尚未開啟降息周期、以及本身位於一個高庫存平台期,三者共同作用之下,香港樓市面臨的基本壓力仍存。 中金指,就2024年而言,香港自身樓市政策的有力調整、大陸更大力度推動經濟復甦、以及美元潛在降息等因素,可能令今年市場表現取得一定程度的修覆。但考慮目前趨勢下年內房屋租售比未必能匹配至抵押貸款利率,以及庫存水平修覆也仍需時日,又指要確認2024年是香港本輪房地產周期的拐點可能為時尚早。(ca/u) ~
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