Group 1 - The Hong Kong real estate market is stabilizing due to policy easing, declining interest rates, and talent attraction initiatives [1] - The full removal of additional stamp duties and other transaction barriers is expected in February 2024, alongside anticipated interest rate cuts by the Federal Reserve in 2025 [1] - The 1-month HIBOR has dropped significantly from 4.07% to 0.58%, and new mortgage rates have fallen below 3.5%, creating a "rent-to-mortgage" effect as rental yields exceed mortgage rates [1] - Over 220,000 new residents have been attracted to Hong Kong through talent introduction programs, contributing to housing demand [1] Group 2 - The Hong Kong Stock Exchange's National Enterprises ETF (159519) tracks the mainland state-owned enterprises index (H11153), which includes a diverse range of state-owned companies from various economic sectors [1] - The index is designed to reflect the overall performance of publicly listed state-owned enterprises in mainland China, showcasing strong representativeness and stability [1]
港股国企ETF（159519）涨超1.6%，政策松绑与利率下行支撑市场修复
Sou Hu Cai Jing·2025-10-20 05:49