信和置业、太古地产：港银降息影响几何

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【11 月 11 日，摩根大通发布报告称】继美国减息后，香港银行于 11 月 8 日将港元最优惠利率再次下调 25 个基点。此次减息早于市场预期，但并非完全出乎意料，9 月份减息 25 个基点也超出市场预期。报告指出，香港地产股股价对减息反应温和，短期内对住宅市场影响可能微乎其微，因 3.625%的实际按息仍高于 3.4%的平均毛租金收益率，发展商或在高库存下继续提供进取折扣。不过，因有更多新盘...

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