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港股本地地產股集體上升,大摩稱香港樓市正迎來4-5年的上升週期
港股本地地產股今日集體上升,其中,恒隆地產升5%,新世界發展升近5%,恒基地產、嘉裏建設升超3%,太古地產、新鴻基地產、希慎興業、信和置業升近2%。摩根士丹利近日發佈研報稱,香港住房價格從高峯下跌30%後,可能正迎來一個或將持續四到五年的上升週期。報吿指出,支撐住房市場的因素包括低土地供應、印花税取消、Hibor下降導致按揭利率降低、來自內地買家和移民的需求增加等。中原城市領先指數(CCL)自2021年8月以來已下跌30%,住房可負擔性回落至2011年的水平,預計2025年下半年房價將上升2%。

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