高盛根据最新楼价预测及未来新盘推售时间表，调整香港地产股2025至2027年核心每股盈利预测，由下 调15%至上调33%不等。其中，高盛将恒地及信置(0083.HK)评级，由"沽售"一举升至"买入"，因两者更 能受惠于住宅市场上升周期，恒地目标价大升102%至39港元，信置目标价升95%至14.6港元。该行并重 申新地的"买入"评级，目标价升66%至159港元；3家公司的单位库存占市场整体约36%，并有不同新项 目正在推进。高盛将长实评级由"买入"降至"中性"，因其香港物业市场敞口较小，目标价升10%至53港 元。此外，高盛调低九龙仓置业(1997.HK)评级，由"买入"降至"沽售"，领展(0823HK)评级则由"买 入"下调至"中性"，因两者对零售业敞口较大，且各自面临特定问题或其他结构性挑战，九置目标价降 7%至28港元，领展目标价则降15%至41.3港元。高盛亦将港铁(0066.HK)评级由"中性"降至"沽售"，惟 升目标价15%至36.1港元。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 00012 ...

2月13日，香港富豪李家诚宣布采取法律行动，前往香港高等法院向艺人周秀娜作出提告。李家诚控告 周秀娜诽谤及骚扰，因她引发虚假传闻，李家诚强调绝不认识周秀娜小姐，亦与她绝无任何关系。 对此，13日晚，周秀娜在社交平台回应：本人对李家诚先生的提告及相关声明感到意外。本人从未表 示、暗示或引导任何人相信本人与李先生存在任何形式的关系。本人唯一一次公开回应有关传闻，是在 去年六月的一次访问中，当时我已清楚否认与李先生有任何关系，并明确表示本人并不认识李先生。 李家诚指出，对于多年来有关他与周秀娜之虚假传闻及失实讨论，他有理由相信周秀娜是策划及引发整 个失实传闻的源头，而她散播失实传闻的自私动机为借此增加个人曝光及宣传其电影作品。 声明提到，2025年6月，周秀娜在宣传其新电影作品期间接受访问时，相关言论引发网络上捏造李先生 与周秀娜小姐虚构关系的大量讨论及视频。尽管李先生及其家人正在面对失去父亲李兆基博士的悲痛， 周秀娜小姐自私地为了达到其个人宣传目的，明知他们正处于这个艰难时刻，仍然选择重提虚构传闻， 令他们又一次要面对这些夸张失实、不合法、不合理及不负责任的网络欺凌，犹如在李先生及其家人 的"伤口上洒盐"。 去年 ...

Core Viewpoint - Li Ka-shing, chairman of Henderson Land Development, has filed a lawsuit against actress Zhou Xun and several social media accounts, claiming they have spread false rumors about him for nearly a decade [1][2]. Group 1: Legal Action - Li Ka-shing believes that Zhou Xun is the source of false rumors and discussions regarding their relationship, which he asserts are untrue [2]. - He has emphasized that he has no relationship with Zhou Xun and has never intended to know her [3]. - The lawsuit aims to clarify the facts and protect his personal and family reputation [7]. Group 2: Impact of Rumors - Li Ka-shing has stated that the false reports have caused significant pressure on his family and have affected their social reputation [5]. - He has remained silent on the matter for nearly ten years, but believes that this silence has allowed malicious individuals to escalate the situation [5]. Group 3: Background Information - Zhou Xun, born in 1985, gained fame through modeling and acting, and has received nominations for film awards [7]. - Li Ka-shing, born in 1971, is a well-known entrepreneur in Hong Kong and the son of the late Li Ka-shing, founder of Henderson Land Development [7]. - The company has seen a significant increase in stock price, rising over 40%, as it actively pursues new projects, including the $8.1 billion "Central Plaza" office and retail complex [10].

Core Viewpoint - Mr. Li Ka-shing has taken legal action against actress Chrissie Chau for defamation and harassment due to false rumors linking them, asserting that he has no relationship with her and believes she is the source of these rumors for personal publicity [2][5][15]. Group 1: Legal Action and Allegations - Mr. Li has filed a lawsuit in the Hong Kong High Court against Chrissie Chau and five social media channels for defamation and harassment, aiming to clarify facts and protect his family's reputation [2][12]. - The lawsuit is based on allegations that Chau has been spreading false rumors about a relationship with Mr. Li, which he claims has been ongoing for nearly a decade [15][17]. - Mr. Li believes that Chau's actions are motivated by a desire to increase her personal exposure and promote her film projects, particularly during a difficult time for his family following the death of his father [5][16]. Group 2: Financial Background - Mr. Li Ka-shing is the son of the late Li Shau-kee, founder of Henderson Land Development Company, and currently serves as the chairman and managing director of the company alongside his brother [8][12]. - According to the latest Forbes list, the Li brothers rank second among Hong Kong's wealthiest individuals, with a shared net worth of $34.9 billion (approximately 241.1 billion RMB) [12]. - Since 2025, Henderson Land's stock price has increased by 48.6%, currently trading at HKD 32.4 per share, with a total market capitalization of HKD 156.9 billion [12].

Market Overview - The Hang Seng Index fell by 465.42 points, a decrease of 1.72%, closing at 26,567.12 points [1] - The total turnover on the main board was HKD 257.578 billion [1] - The Hang Seng China Enterprises Index dropped by 142.47 points, closing at 9,032.71 points, a decline of 1.55% [1] - The Hang Seng Tech Index decreased by 48.56 points, closing at 5,360.42 points, down by 0.9% [1] Blue-Chip Stocks - Tencent Holdings fell by 0.65%, closing at HKD 532 [1] - Hong Kong Exchanges and Clearing decreased by 2.13%, closing at HKD 405.2 [1] - China Mobile remained unchanged, closing at HKD 78.2 [1] - HSBC Holdings dropped by 2.72%, closing at HKD 135.7 [1] Local Hong Kong Stocks - Cheung Kong Holdings decreased by 0.59%, closing at HKD 46.9 [1] - Sun Hung Kai Properties increased by 0.15%, closing at HKD 133.7 [1] - Henderson Land Development fell by 1.04%, closing at HKD 32.4 [1] Chinese Financial Stocks - Bank of China decreased by 1.48%, closing at HKD 4.65 [1] - China Construction Bank fell by 1.49%, closing at HKD 7.96 [1] - Industrial and Commercial Bank of China dropped by 1.38%, closing at HKD 6.41 [1] - Ping An Insurance decreased by 2.16%, closing at HKD 70.35 [1] - China Life Insurance fell by 3.67%, closing at HKD 33.08 [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation dropped by 5.12%, closing at HKD 5.37 [1] - China National Petroleum Corporation fell by 4.33%, closing at HKD 9.05 [1] - CNOOC Limited decreased by 3.5%, closing at HKD 24.24 [1]

据看看新闻报道，2月13日香港富豪李家诚采取法律行动，前往香港高等法院向艺人周秀娜及5个网络社交媒体频道作出提告。 李家诚以个人名义发声明称，他控告周秀娜诽谤及骚扰，因她引发虚假传闻，并强调绝不认识周秀娜小姐，与她绝无任何关系，也没有任何企图或意图认 识她。 同时，李家诚控告5个网络社交媒体频道诽谤及骚扰，望停止不可助长的网络欺凌文化。他表示会采取法律行动，以厘清事实及保护个人及家族名誉。 声明提到，2025年6月，周秀娜在宣传其新电影作品期间接受访问时，预先沟通要谈论她被包养的传闻，她的言论引发网络上捏造李先生与周秀娜小姐虚 构关系的大量讨论及视频。尽管李先生及其家人正在面对失去父亲李兆基博士的悲痛，周秀娜小姐自私地为了达到其个人宣传目的，明知他们正处于这个 艰难时刻，仍然选择重提虚构传闻，令他们又一次要面对这些夸张失实、不合法、不合理及不负责任的网络欺凌，犹如在李先生及其家人的"伤口上洒 盐"。 去年周秀娜在一档访谈节目中公开表示与李家诚从未有过任何接触，谣言完全是空穴来风。她还解释称多年未曾回应这些传闻，是因为自己一直抱有"清 者自清"的态度，选择默默忍受这些不实言论，认为这样才是最好的处理方式。 李家 ...

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Core Viewpoint - Morgan Stanley maintains an optimistic outlook on the Hong Kong residential market, predicting a 10% year-on-year increase in property prices and a 5% rise in rental rates for this year [1] Group 1: Market Predictions - Property prices are expected to rebound by 5% this year after hitting a bottom last year, supported by strong purchasing power from mainland buyers [1] - Overall, the residential market is anticipated to experience an upward cycle that could last for several years [1] Group 2: Stock Recommendations - Morgan Stanley prefers stocks such as Sun Hung Kai Properties (00016), Cheung Kong Holdings (01113), and Henderson Land Development (00012), all rated as "Overweight" [1] - The firm is bearish on Wharf Real Estate Investment Company (00004), assigning it a "Underweight" rating [1] Group 3: Market Dynamics - Developers are becoming more active in the land market and are raising average prices for new development projects [1] - Despite improved market sentiment, the vacancy rate for commercial properties remains high, with only prime assets in Central expected to see rental increases [1] Group 4: Cost and Development Challenges - Significant increases in construction costs are likely to compress profit margins for residential projects and hinder the conversion of secondary office buildings or industrial properties into student accommodations [1]

Core Viewpoint - Morgan Stanley maintains an optimistic outlook on the Hong Kong residential market, predicting a 10% year-on-year increase in property prices and a 5% rise in rents for this year [1] Group 1: Market Predictions - Property prices are expected to rebound by 5% this year after hitting a bottom last year, driven by strong purchasing power from mainland buyers [1] - Overall, the residential market is anticipated to experience an upward cycle that could last for several years [1] Group 2: Company Preferences - Morgan Stanley prefers New World Development (00016), Cheung Kong Holdings (01113), and Henderson Land Development (00012), all rated as "Overweight" [1] - The firm is bearish on Wharf Real Estate Investment Company (00004), assigning it a "Underweight" rating [1] Group 3: Market Dynamics - Developers are becoming more active in the land market and are raising average prices for new development projects [1] - Despite improved market sentiment, the commercial property vacancy rate remains high, with only prime assets in Central expected to see rental increases [1] Group 4: Cost and Risk Factors - Significant increases in construction costs are likely to compress profit margins for residential projects and hinder the conversion of secondary office buildings or industrial properties into student accommodations [1] - Geopolitical risks and macroeconomic uncertainties may pose downward pressure on the market [1]

Market Overview - The Hang Seng Index rose by 83.23 points, an increase of 0.31%, closing at 27,266.38 points with a total turnover of HKD 217.218 billion [1] - The National Enterprises Index increased by 25.43 points, closing at 9,268.18 points, a rise of 0.28% [1] - The Hang Seng Tech Index gained 48.96 points, closing at 5,499.99 points, reflecting a growth of 0.9% [1] Blue-Chip Stocks - Tencent Holdings decreased by 0.54%, closing at HKD 548 [1] - Hong Kong Exchanges and Clearing rose by 0.19%, closing at HKD 418 [1] - China Mobile increased by 0.06%, closing at HKD 78.45 [1] - HSBC Holdings fell by 0.36%, closing at HKD 139.8 [1] Local Hong Kong Stocks - Cheung Kong Holdings rose by 0.21%, closing at HKD 46.82 [1] - Sun Hung Kai Properties increased by 0.62%, closing at HKD 129.8 [1] - Henderson Land Development gained 0.49%, closing at HKD 32.96 [1] Chinese Financial Stocks - Bank of China remained unchanged, closing at HKD 4.72 [1] - China Construction Bank rose by 0.37%, closing at HKD 8.15 [1] - Industrial and Commercial Bank of China decreased by 0.15%, closing at HKD 6.56 [1] - Ping An Insurance fell by 1.29%, closing at HKD 72.5 [1] - China Life Insurance dropped by 3.94%, closing at HKD 34.12 [1] Oil and Petrochemical Stocks - Sinopec rose by 1.66%, closing at HKD 5.51 [1] - PetroChina increased by 0.75%, closing at HKD 9.38 [1] - CNOOC gained 0.65%, closing at HKD 24.8 [1]