香港基金公会投资基金委员会联席主席邹建雄表示，市场预计美国息口趋势将保持向下，投资者正积极 提前部署购买高评级环球债券基金，亦有部分投资者计划将资金投放股票基金市场。 邹建雄提及，过去数年银行定存息口高企，投资者作出规避风险(risk-off)的投资举动，并将资金投入定 期存款产品，推动银行存款数字近年激增。 同时他也表示，现时股票基金投入金额表现，相对债券或其他投资板块仍然较少，至于净销售数字仍然 波动，故认为股票基金表现并未完全反映减息预期带来的利好因素。 但随着美联储降息预期逐步升温，相关趋势为市场构成良好的投资背景。邹建雄预计，美国息口继续向 下、公司盈利继续向好的大环境下，将刺激投资者更积极入市购买各类投资产品。 ...

Group 1 - The latest "Centaline Property Confidence Index" in Hong Kong is reported at 76.2 points, showing a slight weekly increase of 0.1% [1] - Recent increases in interbank rates have led to HIBOR rates reaching their ceiling; however, market expectations for a rate cut in the US in September have increased [1] - The proportion of discounted properties in Hong Kong remains largely unchanged, with a slight rise in the confidence index [1] Group 2 - The latest "Centaline Property Price Index" is reported at 128.87 points, reflecting a weekly decrease of 0.17%, but a slight increase of 0.07% compared to four weeks ago, and a year-to-date increase of 0.58% [1] - Property prices across three regions in Hong Kong have shown a general decline on a weekly basis, with the Island index at 132.63 points (down 0.26%), Kowloon index at 134.19 points (down 0.1%), and New Territories index at 118.29 points (down 0.2%) [1] - Year-to-date price changes vary by region, with Kowloon and New Territories showing increases of 2.41% and 0.09% respectively, while the Island region has decreased by 2.42% [1]

Group 1 - The core viewpoint indicates a significant decline in property transactions in Hong Kong, with Central Plains Real Estate reporting a 69.2% drop in weekend transactions, marking a new low for the past 12 weekends [1] - The impact of weather conditions, particularly a typhoon, has affected property viewing activities, contributing to the decrease in second-hand property transactions [1] - Despite the decline in second-hand transactions, the first-hand market remains strong, with developers continuing to offer discounts to attract buyers, leading to a shift in buyer interest from second-hand to first-hand properties [1] Group 2 - According to Midland Realty, the top 10 indicator estates recorded 7 transactions over the weekend, a 58.8% decrease from the previous weekend's 17 transactions, returning to levels seen two weeks prior [1] - The overall market still shows some resilience, as the 15 major estates recorded 13 transactions, maintaining double-digit figures for two consecutive weeks [1] - The demand for new properties remains robust, with several new launches in August performing well, indicating strong home-buying interest [1][2] Group 3 - In terms of specific areas, the Island District saw 3 transactions from 3 indicator estates, a 40% week-on-week decline; the Kowloon District recorded 2 transactions from 4 estates, a 75% drop; while the New Territories also saw 2 transactions from 3 estates, down approximately 50% [2]

Core Viewpoint - Increasing number of A-shares listing in Hong Kong is expected to attract foreign investment, with the Hang Seng Index target set between 28,000 to 30,000 points for this year [1] Group 1: Market Performance - The Hang Seng Index rose over 600 points recently and increased by 152 points this morning, reaching a new high of 25,766 points for the year [1] - Factors supporting the performance of Hong Kong stocks include the extension of US-China trade negotiations, positive earnings reports from recent earnings season, and rising expectations for US interest rate cuts [1] Group 2: Capital Flows - There is still an inflow of capital into Hong Kong, with the Hong Kong dollar interbank offered rate remaining low despite the Hong Kong Monetary Authority's recent interventions [1] - The current higher interest rates in the US are prompting investors to sell Hong Kong dollars in favor of US dollars, but this situation may reverse following potential US interest rate cuts [1]