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股票市场 | 摩根大通调整地产股评级,受中东冲突影响

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2026-04-01 07:10:25
摩根大通发表报告称,地产股业绩好于预期。明报新闻网报道,展望2026年第二季,受近期中东冲突引发的宏观不确定性影响,地产股可能受到影响。主要风险包括潜在加息和衰退风险。摩根大通将恒基地产(0012)和九龙仓置业(1997)评级下调至“中性”,而长实集团(1113)则上调至“增持”。
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