Group 1 - The Hong Kong Chief Executive, John Lee, presented a new policy report with limited information regarding the real estate market [1] - The relaxation of home purchase conditions under the new capital investor entry plan meets expectations, but the reduction in stamp duty and "Home Purchase Pass" incentives did not meet market expectations [1] - This situation may exert short-term pressure on the stock prices of Hong Kong developers [1] Group 2 - The confirmation of including Real Estate Investment Trusts (REITs) in the "Stock Connect" program may boost market sentiment for Hong Kong REITs, such as Link REIT (00823) [1] - The potential interest rate cuts by the Federal Reserve could lead to a re-rating of Hong Kong property developers' stocks [1]
中信里昂：施政报告楼市资讯不多 减息或让发展商股票重新评级
智通财经网·2025-09-18 03:50