中金公司：关注港资房企板块二次上行机遇

Core Viewpoint - The Hong Kong real estate market has shown signs of stabilization and recovery since the second quarter of this year, with expectations of a continued deepening of the dollar interest rate cut process, suggesting potential for further market recovery and opportunities for a second upward movement in the sector [1] Group 1 - The Hong Kong real estate market is experiencing initial signs of recovery since Q2 of this year [1] - The expectation of a continued deepening of the dollar interest rate cut process may support this recovery [1] - There is a recommendation to focus on the potential for further market repair and the possible second upward opportunities in the sector [1]