<p>[香港] 香港房地产股票上涨，带动整体市场的涨幅，与科技股一起走强，此前摩根士丹利上调了对房价的预测。</p>
<p>周一（5 月 4 日），建筑商指数上涨了最多 2.7%，在过去一个月中引领恒生指数。恒基地产在摩根士丹利将其评级从中性上调至增持，并将目标价从 33 港元上调至 37 港元后，股价上涨了最多 6%，摩根士丹利表示，该开发商将受益于房价上涨，而利率预计将下降。</p>
<p>香港的房地产市场在经历多年低迷后，开始显现复苏迹象，租金和房价上涨，新开发项目受到强烈关注。摩根士丹利将今年的房价增长预期从 10% 上调至 12%，并预计 2027 年将再增长 5%。</p>
<p>“我们变得更加乐观，主要受到强劲销售、后续推出阶段的平均售价上涨、库存水平下降和土地供应减少的推动，” 普拉维恩·K·乔达里领导的分析师在一份报告中写道。“我们看到来自中东和大陆的资本和人才带来的顺风。”</p>
<p>该银行的分析师对办公和零售领域的看法也变得更加积极，报告中指出基本面恢复好于预期。彭博社</p>

恒基地产

恒基发展

香港小轮(集团)

<p>香港房地产股票飙升，带动市场上涨，与科技股一起表现强劲，此次涨势源于摩根士丹利对房价的上调预测。建筑商指数上涨了 2.7%，恒基地产在被上调至增持评级后上涨了 6%。摩根士丹利将今年的房价增长预期提高至 12%，并预计到 2027 年将进一步增长 5%，理由是需求强劲和库存下降。该银行还对办公和零售行业表示乐观，指出基本面恢复好于预期</p>

<p>[HONG KONG] Hong Kong property shares rallied, leading gains in the broader market along with technology stocks, after Morgan Stanley boosted its forecast for home prices.</p>
<div class="lb-trans"><p>[香港] 香港房地产股票上涨，带动整体市场的涨幅，与科技股一起走强，此前摩根士丹利上调了对房价的预测。</p>
</div><p>A gauge of builders jumped as much as 2.7 per cent on Monday (May 4) and led the Hang Seng Index over the past month. Henderson Land Development climbed as much as 6 per cent after Morgan Stanley raised the stock to overweight from neutral and lifted its price target to HK$37 from HK$33, saying the developer stands to be a beneficiary of home price heading higher while interest rates are set to decline.</p>
<div class="lb-trans"><p>周一（5 月 4 日），建筑商指数上涨了最多 2.7%，在过去一个月中引领恒生指数。恒基地产在摩根士丹利将其评级从中性上调至增持，并将目标价从 33 港元上调至 37 港元后，股价上涨了最多 6%，摩根士丹利表示，该开发商将受益于房价上涨，而利率预计将下降。</p>
</div><p>Hong Kong’s property market has been showing signs of a revival after after a yearslong slump, with rising rents and home prices, as well as strong interest at new developments coming to the market. Morgan Stanley raised its estimate for home price growth 12 per cent this year from 10 per cent, and expects another 5 per cent in 2027.</p>
<div class="lb-trans"><p>香港的房地产市场在经历多年低迷后，开始显现复苏迹象，租金和房价上涨，新开发项目受到强烈关注。摩根士丹利将今年的房价增长预期从 10% 上调至 12%，并预计 2027 年将再增长 5%。</p>
</div><p>“We have turned more bullish, driven by strong sell-though, rising average selling prices at subsequent launched phases, declining inventory levels, and falling land supply,” analysts led by Praveen K Choudhary wrote in a note. “We see tailwinds from capital and talent coming from the Middle East and mainland.”</p>
<div class="lb-trans"><p>“我们变得更加乐观，主要受到强劲销售、后续推出阶段的平均售价上涨、库存水平下降和土地供应减少的推动，” 普拉维恩·K·乔达里领导的分析师在一份报告中写道。“我们看到来自中东和大陆的资本和人才带来的顺风。”</p>
</div><p>The bank’s analysts have turned more positive on the office and retail segments as well, with better-than-expected recovery seen in fundamentals, according to the note. BLOOMBERG</p>
<div class="lb-trans"><p>该银行的分析师对办公和零售领域的看法也变得更加积极，报告中指出基本面恢复好于预期。彭博社</p>
</div>

Hong Kong property shares rally as Morgan Stanley feeds optimism

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摩根士丹利

恒生指数

雅高控股

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

由于摩根士丹利激发了乐观情绪，香港地产股上涨