大摩睇好港樓進入上行周期 料今年樓價升一成 中環寫字樓租金漲3% (16:10) – 20260106 – 即時財經新聞

對於有市場人士認為,內房持續低迷,寫字樓空置率居高不下,以及商業地產相關壞帳風險上升的背景下,市場普遍預期2026年走勢將與2019至2024年的下行周期相若。惟大摩不認同以上看法,該行認為,受惠政府撤銷辣稅,住宅樓價將於2026年至2027年維持升勢。

大摩認為,受惠美聯儲減息、新來港人士持續增加,以及2025年股市表現強勁,恒指去年累升28%,有助改善市場氣氛。此外,政府於2024年2月撤辣,允許內地及海外人士來港置業,亦可隨時轉售而毋須承擔罰則,有助重新激發市場的投資情緒,推動樓市回暖。該行預計,今年香港住宅樓價將上升10%。

大摩表示,中環寫字樓在追求質素的趨勢下,終端用戶需求持續回升,預計今年中環寫字樓租金上升3%。另外,由於內地旅客訪港數目增加,預計今年本港零售銷售升3%,惟大摩提到,受到網上零售銷售、深圳廉價產品及服務競爭,可能持續對香港零售構成壓力。

大摩將香港房地產評級上調至「吸引」,首選新地(0016),收租股偏好恒隆地產 (0101)。大摩上調長實(1113)及太古地產(1972)評級至「增持」,調高希慎(0014) 評級至「與市場同步」,但將領展(0823)評級下調至「與市場同步」。

 

 

 

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勞動市場緊縮 Deel︰穩定、抱緊工作是2026年職場關鍵

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Google香港2025年度搜尋榜出爐 「宏福苑」成熱搜本地頭條榜首

滬指13連陽 創逾10年新高

Jollibee計劃分拆業務美國上市

馬航訂目標5年內總收入倍增至458億元

報告:亞太區去年一級債券發行總額5萬億美元 創有紀錄以來最高

佳明就出售數據中心與新潛在買家訂獨家權利協議及意向書

法國生物科技公司TheraVectys據報擬來港上市 集資數億美元

半日沽空金額減0.63% 恒生中國企業增1倍

恒指半日升468點 創近兩個月高 10天線升穿100天線

據報三星會長李在鎔北京逛街買Labubu 泡泡瑪特半日一度升5.7%

港元拆息全線向上 1個月HIBOR見近一周高

國航減持國泰1.61% 國泰:仍是長期戰略性股東

MPF︱積金局: 2025年強積金整體淨回報16.5% 連續三年錄正回報

英偉達稱中國客戶對H200晶片需求強勁 公司供應充足

曾揚言開99店 Big C荃灣兩店相繼結業 現擁19間門市 數目較高峰期少兩成 公司有回應

英偉達稱新款Rubin晶片進展順利 助力加速AI發展

香港12月PMI降至51.9 連續5個月高於50

恒指高開155點 科指升0.7% 國泰跌0.5%

夜期高水215點 美期跌 亞股普遍向下

道指創新高 收市升594點 金龍指數創逾1個月高

國航折讓約6.6%減持國泰1.61% 套現13億

北水增持工行 減持協鑫科技

 



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