You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|摩根大通:關税對內房只有間接及温和影響
摩根大通發表研究報吿指,中美關税緊張局勢進入新高度,超過100%的懲罰性關税將對出口行業以及相關上下游行業造成重大壓力,預期對中國房地產市場的影響將屬間接,程度亦温和。該行指,中國已出台多項緩解措施,包括支持出口商品轉內銷及以舊換新補貼計劃等,在相關措施取得效前,業務受關税打擊的出口商可能面臨短期現金流壓力,因此二手房地產市場上掛牌量或會增加,但相信並不會成為廣泛現象。
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