瑞銀指，未來幾個月房地產活動料趨穩，但明年依然疲軟。房地產銷售、新開工和投資降幅預計將收窄，該行業對2024年經濟增長的拖累將減弱。政府可能會向開發商和停滯不前的項目提供更多信貸支持。另外，鑒於全球科技周期有觸底跡象，出口可能會停止收縮。
財政政策方面，瑞銀認為，今年餘下時間不太可能出台大規模財政刺激措施，但預計未來幾個月政策利率將再次下調10個基點。此外，明年政府預計將設定比今年更高的總體財政赤字率和地方債限額，不過基礎設施投資仍可能略微減速。
瑞銀認為人行將為地方特殊再融資債券的繼續發行提供流動性支持，今年總額估計不超過1.5萬億元人民幣。
其他報道
恒指低開192點 科指跌1.6% 見4個月低 20天線跌穿10天線
港股ADR跌104點 夜期低水164點 美期亞股跌 鐵塔等業績
金沙中國轉賺 第三季經調整EBITDA 6.3億 利潤率上升
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