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內地疫情及房地產稅令部份投資者憂慮

2021年11月09日

10月下旬,新一輪疫情波及內地中西部多省,有關當局需要兼顧疫情防控及正常經濟活動,一定程度限制了內地的經濟增長。

10月下旬,新一輪疫情波及內地中西部多省,有關當局需要兼顧疫情防控及正常經濟活動,一定程度限制了內地的經濟增長。

另一令人擔心的地方是房地產稅的落地。中國全國人大常委會上月宣布,授權國務院在部分地區開展房地產稅改革試點。未來數月,部分試點城市或將出台細節,試點城市或參考目前在上海、重慶的房地產稅機制,再按自身城市修定包括稅率、免稅的範圍或套數等。不過試點範圍較原先市傳少,加上房地產稅主要針對綜合供應不足的影響,而不是為了直接令樓價下跌,因此預期房地產稅稅率則開始推行時並不會太高,料不會對整體房價構成太大壓力。

內地第四季有機會降準

內地經濟存在風險,但貨幣政策有調整空間以作抵禦。綜合多家投資銀行宏觀分析師及國家金融與發展實驗室等專家的預測,人行第四季再下調存款準備金率的機會頗大,但降低機率則較小。

內地股市及高收益債中期於現水平上落的機會大

本月雙十一購物推廣料將大幅提振內地零售銷售,網上及實體零售股或有一番短期炒作。內地整體股市及高收益債市來說,近期經濟數字表現一般,加上疫情有輕微死灰復燃現象,兩市難有大升動力,惟貨幣政策有寬鬆空間,因此亦不用太過悲觀,兩市中期於現水平上落的機會較大。

投資基金「零」負擔

透過「致富通」應用程式或致富網頁,投資基金「零」負擔,單次認購或月供計劃一律免佣,基金購金額更低至5,000港元或700美元,另購買精選保險享有高達50%折扣優惠。

致富有提供債券、基金一站式投資策略,比供客戶選擇。想知道和了解更多,請即刻聯絡我哋們投資策略專員解答疑難!

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上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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