<p>【墨尔本】摩根士丹利澳大利亚首席执行官表示，澳大利亚对房地产投资者的税收变化可能会在消费者信心已经受到损害的情况下引发房地产市场下滑。</p>
<p>“如果你看看预算后拍卖成交率和其他各种指标，它们相当令人担忧，” 理查德·瓦格纳在周三（6 月 10 日）表示。“这表明我们将看到房地产市场某些领域面临下行压力。”</p>
<p>上个月联邦预算中宣布的调整包括减少从房地产投资中扣除损失和抵押贷款利息的能力，以及取消资本利得税折扣。此举旨在降低首次购房者进入全球最难负担的住房市场的门槛。</p>
<p>“投资者受到了伤害，” 瓦格纳说。“投资者在住宅市场占 40% 的份额——这必然会对价格产生影响。” 他补充说，预算的影响将在接下来的六个月内显现。</p>
<p>这些变化恰逢经济背景严峻，包括加息、高通胀、生活成本压力和燃料成本上升。</p>
<p>“消费者在最近的两次加息中承受着压力，” 他说。“消费者信心确实受到了损害。”</p>
<p>西太平洋银行周二的一项调查显示，消费者信心已滑入 “深度悲观” 的领域。</p>
<p>摩根士丹利财富管理澳大利亚首席执行官丽贝卡·希尔表示，预算可能还会导致资金从房地产流向股票。</p>
<p>“澳大利亚的财富是通过房地产行业在几十年中建立起来的，我们预计将看到从房地产投资转向潜在的更高增长资产，例如这里或海外的股市，” 她说。彭博社</p>

<p>摩根士丹利澳大利亚首席执行官理查德·瓦格纳警告称，近期针对房地产投资者的税收变化，包括减少扣除和取消资本利得税折扣，可能会引发房地产市场下滑。这与由于利率上升和通货膨胀导致的消费者信心受损相吻合。预算旨在帮助首次购房者，但可能会将投资从房地产转向股市</p>

<p>[MELBOURNE] Tax changes for property investors in Australia could trigger a property market downturn at a time when consumer sentiment is already damaged, according to the chief executive of Morgan Stanley Australia.</p>
<div class="lb-trans"><p>【墨尔本】摩根士丹利澳大利亚首席执行官表示，澳大利亚对房地产投资者的税收变化可能会在消费者信心已经受到损害的情况下引发房地产市场下滑。</p>
</div><p>“If you look at auction clearance rates and various other metrics post-budget, they are quite alarming,” Richard Wagner said on Wednesday (Jun 10). “That would suggest that we will see some downward pressure on certain pockets of the property market.”</p>
<div class="lb-trans"><p>“如果你看看预算后拍卖成交率和其他各种指标，它们相当令人担忧，” 理查德·瓦格纳在周三（6 月 10 日）表示。“这表明我们将看到房地产市场某些领域面临下行压力。”</p>
</div><p>The tweaks announced in last month’s federal budget included reducing the ability to deduct losses and mortgage interest from property investments from income and the removal of a capital gains tax discount. The move is designed to lower the barriers for first-time buyers to enter one of the world’s least affordable housing markets.</p>
<div class="lb-trans"><p>上个月联邦预算中宣布的调整包括减少从房地产投资中扣除损失和抵押贷款利息的能力，以及取消资本利得税折扣。此举旨在降低首次购房者进入全球最难负担的住房市场的门槛。</p>
</div><p>“Investors have been hurt,” Wagner said. “Investors are 40 per cent of the real estate market at the residential level – that’s got to have an impact on prices.” The impact of the budget will play out over the next six months, he added.</p>
<div class="lb-trans"><p>“投资者受到了伤害，” 瓦格纳说。“投资者在住宅市场占 40% 的份额——这必然会对价格产生影响。” 他补充说，预算的影响将在接下来的六个月内显现。</p>
</div><p>The changes have coincided with a challenging economic backdrop that includes interest rate hikes, elevated inflation, cost-of-living pressures and higher fuel costs.</p>
<div class="lb-trans"><p>这些变化恰逢经济背景严峻，包括加息、高通胀、生活成本压力和燃料成本上升。</p>
</div><p>“Consumers are under pressure with two rate hikes recently,” he said. “Consumer sentiment is really damaged.”</p>
<div class="lb-trans"><p>“消费者在最近的两次加息中承受着压力，” 他说。“消费者信心确实受到了损害。”</p>
</div><p>A Westpac Banking survey on Tuesday showed consumer sentiment slipped into “deeply pessimistic” territory.</p>
<div class="lb-trans"><p>西太平洋银行周二的一项调查显示，消费者信心已滑入 “深度悲观” 的领域。</p>
</div><p>The budget may also lead to money flowing away from real estate and into shares, said Rebecca Hill, CEO of Morgan Stanley Wealth Management Australia.</p>
<div class="lb-trans"><p>摩根士丹利财富管理澳大利亚首席执行官丽贝卡·希尔表示，预算可能还会导致资金从房地产流向股票。</p>
</div><p>“Australian wealth has been built through the property sector over many decades and we are expecting to see a shift from that property investment to potentially more higher growth” assets such as “equity markets here or offshore”, she said. BLOOMBERG</p>
<div class="lb-trans"><p>“澳大利亚的财富是通过房地产行业在几十年中建立起来的，我们预计将看到从房地产投资转向潜在的更高增长资产，例如这里或海外的股市，” 她说。彭博社</p>
</div>

Morgan Stanley Australia CEO warns of weaker property market

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

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

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摩根士丹利澳大利亚首席执行官警告称房地产市场可能走弱