<p>[香港] 香港房地產股票上漲，帶動整體市場的漲幅，與科技股一起走強，此前摩根士丹利上調了對房價的預測。</p>
<p>週一（5 月 4 日），建築商指數上漲了最多 2.7%，在過去一個月中引領恒生指數。恆基地產在摩根士丹利將其評級從中性上調至增持，並將目標價從 33 港元上調至 37 港元后，股價上漲了最多 6%，摩根士丹利表示，該開發商將受益於房價上漲，而利率預計將下降。</p>
<p>香港的房地產市場在經歷多年低迷後，開始顯現復甦跡象，租金和房價上漲，新開發項目受到強烈關注。摩根士丹利將今年的房價增長預期從 10% 上調至 12%，並預計 2027 年將再增長 5%。</p>
<p>“我們變得更加樂觀，主要受到強勁銷售、後續推出階段的平均售價上漲、庫存水平下降和土地供應減少的推動，” 普拉維恩·K·喬達裏領導的分析師在一份報告中寫道。“我們看到來自中東和大陸的資本和人才帶來的順風。”</p>
<p>該銀行的分析師對辦公和零售領域的看法也變得更加積極，報告中指出基本面恢復好於預期。彭博社</p>

恆基地產

恆基發展

香港小輪(集團)

<p>香港房地產股票飆升，帶動市場上漲，與科技股一起表現強勁，此次漲勢源於摩根士丹利對房價的上調預測。建築商指數上漲了 2.7%，恆基地產在被上調至增持評級後上漲了 6%。摩根士丹利將今年的房價增長預期提高至 12%，並預計到 2027 年將進一步增長 5%，理由是需求強勁和庫存下降。該銀行還對辦公和零售行業表示樂觀，指出基本面恢復好於預期</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] 香港房地產股票上漲，帶動整體市場的漲幅，與科技股一起走強，此前摩根士丹利上調了對房價的預測。</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>週一（5 月 4 日），建築商指數上漲了最多 2.7%，在過去一個月中引領恒生指數。恆基地產在摩根士丹利將其評級從中性上調至增持，並將目標價從 33 港元上調至 37 港元后，股價上漲了最多 6%，摩根士丹利表示，該開發商將受益於房價上漲，而利率預計將下降。</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>香港的房地產市場在經歷多年低迷後，開始顯現復甦跡象，租金和房價上漲，新開發項目受到強烈關注。摩根士丹利將今年的房價增長預期從 10% 上調至 12%，並預計 2027 年將再增長 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>“我們變得更加樂觀，主要受到強勁銷售、後續推出階段的平均售價上漲、庫存水平下降和土地供應減少的推動，” 普拉維恩·K·喬達裏領導的分析師在一份報告中寫道。“我們看到來自中東和大陸的資本和人才帶來的順風。”</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>該銀行的分析師對辦公和零售領域的看法也變得更加積極，報告中指出基本面恢復好於預期。彭博社</p>
</div>

Hong Kong property shares rally as Morgan Stanley feeds optimism

Businesstimes News

摩根士丹利

恆生指數

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

由於摩根士丹利激發了樂觀情緒，香港地產股上漲