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摩通：中東戰事下選股轉防守 調高長實至「增持」下調恒地九置至「中性」

Future Wealths
Future Wealths
1 4 月, 2026
One Min Read
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摩根大通發表報告，指地產股業績好過預期，但展望2026年第二季，受近期中東衝突引發的宏觀不確定性影響，地產股未必能置身事外，主要風險包括潛在加息（其次為衰退風），將較受利率影響的恒基地產（0012）以及九龍倉置業（1997）下調至「中性」，長實集團（1113）則上調至「增持」。

原文: https://finance.mingpao.com/fin/instantf/20260401/1775025470072/%E6%91%A9%E9%80%9A-%E4%B8%AD%E6%9D%B1%E6%88%B0%E4%BA%8B%E4%B8%8B%E9%81%B8%E8%82%A1%E8%BD%89%E9%98%B2%E5%AE%88-%E8%AA%BF%E9%AB%98%E9%95%B7%E5%AF%A6%E8%87%B3%E3%80%8C%E5%A2%9E%E6%8C%81%E3%80%8D%E4%B8%8B%E8%AA%BF%E6%81%92%E5%9C%B0%E4%B9%9D%E7%BD%AE%E8%87%B3%E3%80%8C%E4%B8%AD%E6%80%A7%E3%80%8D%22%20target=%22blank

Last Update: 1 4 月, 2026

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