{"id":41492,"date":"2026-07-09T09:43:00","date_gmt":"2026-07-09T01:43:00","guid":{"rendered":"https:\/\/www.aprea.asia\/?post_type=knowledge-hub&#038;p=41492"},"modified":"2026-07-10T21:45:53","modified_gmt":"2026-07-10T13:45:53","slug":"bi-capital-asian-market-outlook-july-2026-july-9-2026","status":"publish","type":"knowledge-hub","link":"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/","title":{"rendered":"\u00a0B&amp;I Capital \u4e9e\u6d32\u5e02\u5834\u5c55\u671b\u2014\u20142026\u5e747\u6708"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>\u4e9e\u6d32\u623f\u5730\u7522\u8b49\u5238\u2014\u20142026\u5e747\u6708\u5c55\u671b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d7\u60e0\u65bc\u6cb9\u50f9\u4e0b\u8dcc\u3001\u7f8e\u570b\u5c31\u696d\u6578\u64da\u8d70\u8edf\uff0c\u4ee5\u53ca\u6295\u8cc7\u8005\u5f9e\u8868\u73fe\u5f37\u52c1\u7684\u79d1\u6280\u80a1\u548c\u534a\u5c0e\u9ad4\u80a1\u4e2d\u9032\u884c\u90e8\u5206\u8cc7\u91d1\u8f2a\u52d5\uff0c\u4e9e\u6d32\u623f\u5730\u7522\u8b49\u5238\u57287\u6708\u521d\u51fa\u73fe\u6eab\u548c\u53cd\u5f48\u3002\u4e0b\u534a\u5e74\u4f0a\u59cb\u7684\u6295\u8cc7\u7d44\u5408\u518d\u5e73\u8861\uff0c\u4e5f\u53ef\u80fd\u70ba\u623f\u5730\u7522\u7b49\u88ab\u5e02\u5834\u5ffd\u7565\u7684\u677f\u584a\u63d0\u4f9b\u6280\u8853\u9762\u652f\u6490\u3002 \u95dc\u9375\u554f\u984c\u5728\u65bc\uff0c\u539f\u6cb9\u50f9\u683c\u8d70\u4f4e\u8207\u7f8e\u570b\u5c31\u696d\u6578\u64da\u75b2\u8edf\uff0c\u662f\u5426\u8db3\u4ee5\u626d\u8f49\u56fa\u5b9a\u6536\u76ca\u5e02\u5834\u7684\u60c5\u7dd2\uff0c\u4e26\u6e1b\u8f15\u5e02\u5834\u5c0d\u806f\u6e96\u6703\u4e0b\u4e00\u9805\u884c\u52d5\u53ef\u80fd\u9032\u4e00\u6b65\u6536\u7dca\u8ca8\u5e63\u653f\u7b56\u7684\u64d4\u6182\u3002\u5404\u570b\u592e\u884c\u4ecd\u5c07\u4f9d\u8cf4\u6578\u64da\u6c7a\u7b56\uff0c\u4f46\u82e5\u653f\u7b56\u7acb\u5834\u8f49\u5411\u8f03\u4e0d\u9df9\u6d3e\uff0c\u5c07\u662f\u63a8\u52d5\u4e9e\u6d32\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\uff08REITs\uff09\u53ca\u623f\u5730\u7522\u80a1\u7968\u5be6\u73fe\u66f4\u6301\u4e45\u5fa9\u7526\u7684\u6700\u660e\u78ba\u50ac\u5316\u5291\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u65e5\u672c\uff1a<\/strong>\u00a0\u9452\u65bc\u5176\u898f\u6a21\u8207\u5b9a\u50f9\uff0c\u5bcc\u58eb\u5a92\u9ad4\uff08Fuji Media\uff09\u5099\u53d7\u671f\u5f85\u7684\u623f\u5730\u7522\u696d\u52d9\u51fa\u552e\u6848\u61c9\u80fd\u6210\u70ba\u4e00\u9805\u6b63\u9762\u50ac\u5316\u5291\u3002\u81ea\u7b2c\u4e00\u5b63\u4ee5\u4f86\uff0c\u96a8\u8457\u65e5\u672c\u653f\u5e9c\u50b5\u5238\uff08JGB\uff09\u6b96\u5229\u7387\u4e0a\u5347\uff0c\u958b\u767c\u5546\u8207\u65e5\u672c\u4e0d\u52d5\u7522\u6295\u8cc7\u4fe1\u8a17\uff08J-REIT\uff09\u8868\u73fe\u75b2\u8edf\uff0c\u4f46\u4ea4\u6613\u5e02\u5834\u4ecd\u4fdd\u6301\u5f37\u52c1\uff0c\u4e14\u65e5\u672c\u4e0d\u52d5\u7522\u6295\u8cc7\u4fe1\u8a17\u7684\u4f30\u503c\u5df2\u56de\u843d\u81f3\u7d040.85\u500d\u6de8\u8cc7\u7522\u6536\u76ca\u7387\uff08P\/NAV\uff09\u3002 \u6211\u5011\u9810\u671f\u8cc7\u7522\u51fa\u552e\u53ca\u55ae\u4f4d\u56de\u8cfc\u5c07\u6301\u7e8c\u9032\u884c\uff0c\u751a\u81f3\u53ef\u80fd\u52a0\u901f\u3002\u65e5\u672c\u592e\u884c\u5c07\u65bc7\u670830\u65e5\u81f331\u65e5\u53ec\u958b\u6703\u8b70\uff0c\u9810\u8a08\u57286\u6708\u5c07\u77ed\u671f\u5229\u7387\u8abf\u5347\u81f31%\u5f8c\u7dad\u6301\u73fe\u72c0\uff0c\u800c\u9032\u4e00\u6b65\u5347\u606f\u7684\u53ef\u80fd\u6027\u5247\u8f03\u9ad8\u65bc\u7b2c\u56db\u5b63\u6216\u660e\u5e74\u3002.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6fb3\u6d32\uff1a<\/strong>\u00a0\u57282025\u5e74\u5e95\u80a1\u50f9\u958b\u59cb\u56de\u8abf\u5f8c\uff0c\u7531\u65bc\u964d\u606f\u9810\u671f\u8f49\u70ba\u6fb3\u6d32\u5132\u5099\u9280\u884c\uff08RBA\uff09\u5c07\u5347\u606f\u4e09\u6b21\uff0c\u6211\u5011\u4ecd\u6301\u975e\u5e38\u6a02\u89c0\u7684\u614b\u5ea6\u3002\u5e02\u5834\u5171\u8b58\u53ef\u80fd\u518d\u6b21\u904e\u65bc\u9df9\u6d3e\uff0c\u800c\u96a8\u8457\u623f\u5e02\u8d70\u8edf\u53ca\u52de\u52d5\u5e02\u5834\u653e\u7de9\uff0c\u76ee\u524d\u51fa\u73fe\u8f03\u9577\u66ab\u505c\u671f\u7684\u53ef\u80fd\u6027\u4f3c\u4e4e\u66f4\u9ad8\u30028\u6708\u7684\u8ca1\u5831\u5c07\u81f3\u95dc\u91cd\u8981\uff0c\u5c24\u5176\u662f2027\u5e74\u7684\u696d\u7e3e\u6307\u5f15\u3002 \u95dc\u9375\u5728\u65bc\u71df\u6536\u589e\u9577\uff0c\u6211\u5011\u5c0d\u96ea\u68a8\u548c\u5e03\u91cc\u65af\u672c\u7684\u96f6\u552e\u3001\u5de5\u696d\u53ca\u4e2d\u592e\u5546\u52d9\u5340\uff08CBD\uff09\u8fa6\u516c\u6a13\u5e02\u5834\u6301\u6a02\u89c0\u614b\u5ea6\u3002\u4f4f\u5b85\u696d\u52d9\u7684\u76c8\u5229\u4ecd\u9762\u81e8\u58d3\u529b\uff0c\u4f46\u4f30\u503c\u4f3c\u4e4e\u5df2\u53cd\u6620\u51fa2027\u5e74\u4ea4\u6613\u91cf\u5c07\u8da8\u5f31\u7684\u9810\u671f\u3002.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9999\u6e2f\uff1a<\/strong>\u00a0\u623f\u5730\u7522\u8b49\u5238\u5728\u5148\u524d\u8868\u73fe\u5f37\u52c1\u3001\u5927\u5e45\u8dd1\u8d0f\u5927\u76e4\u5f8c\uff0c\u904e\u53bb\u5169\u500b\u6708\u5df2\u51fa\u73fe\u5287\u70c8\u56de\u8abf\u3002\u77ed\u671f\u5167\u7f3a\u4e4f\u50ac\u5316\u56e0\u7d20\uff0c\u4e14\u4e2d\u570b\u5c0d\u5883\u5916\u76f4\u63a5\u6295\u8cc7\u7684\u5be9\u67e5\u65e5\u8da8\u56b4\u683c\uff0c\u4ecd\u5c0d\u4f4f\u5b85\u9700\u6c42\u69cb\u6210\u58d3\u529b\uff0c\u623f\u5730\u7522\u65b0\u76e4\u63a8\u51fa\u901f\u5ea6\u5df2\u7136\u653e\u7de9\u3002 \u9999\u6e2f\u9280\u884c\u540c\u696d\u62c6\u606f\uff08HIBOR\uff09\u82e5\u80fd\u56de\u843d\u5c07\u6709\u6240\u52a9\u76ca\uff0c\u4f46\u9019\u53ef\u80fd\u9700\u8981\u806f\u6e96\u6703\u5be6\u65bd\u5bec\u9b06\u653f\u7b56\uff0c\u800c\u9019\u4e26\u975e\u7576\u524d\u7684\u57fa\u672c\u60c5\u5883\u3002\u4e2d\u74b0\u8fa6\u516c\u6a13\u79df\u91d1\u53ca\u9ad8\u7aef\u96f6\u552e\u5e02\u5834\u8da8\u52e2\u6301\u7e8c\u6539\u5584\uff0c\u9019\u61c9\u80fd\u652f\u6490\u6301\u6709\u4e2d\u74b0\u8fa6\u516c\u6a13\u53ca\u9ad8\u7aef\u96f6\u552e\u8cc7\u7522\u7684\u696d\u4e3b\u3002.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u65b0\u52a0\u5761\uff1a<\/strong>\u00a0\u6211\u5011\u9810\u671f S-REIT \u677f\u584a\u77ed\u671f\u5167\u4e0d\u6703\u51fa\u73fe\u91cd\u5927\u50ac\u5316\u56e0\u7d20\u3002\u5229\u7387\u96d6\u4ecd\u8655\u65bc\u4f4e\u4f4d\uff0c\u4f46\u5df2\u9010\u6b65\u4e0a\u5347\uff0c3 \u500b\u6708\u671f SORA \u5df2\u5f9e 4 \u6708\u7684\u4f4e\u9ede 1.01% \u5347\u81f3 1.10%\u3002 \u6574\u9ad4\u5e02\u5834\u74b0\u5883\u4ecd\u5177\u652f\u6490\uff0c\u4f46\u7531\u65bc\u7f3a\u4e4f\u65b0\u7684\u50ac\u5316\u56e0\u7d20\uff0c\u52a0\u4e0a\u901a\u76e4\u6295\u8cc7\u8005\u7684\u8f2a\u52d5\u8cb7\u76e4\u6709\u9650\uff08\u4ed6\u5011\u4ecd\u50be\u5411\u65bc\u91d1\u878d\u80a1\u800c\u975e\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\uff09\uff0cS-REIT \u4ecd\u8655\u65bc\u5340\u9593\u9707\u76ea\u72c0\u614b\u3002.<\/li>\n<\/ul>","protected":false},"author":2221,"featured_media":0,"template":"","meta":{"_acf_changed":true,"footnotes":""},"kh_category":[12,16],"class_list":["post-41492","knowledge-hub","type-knowledge-hub","status-publish","hentry","kh_category-knowledge-hub","kh_category-market-outlook"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u00a0B&amp;I Capital Asian Market Outlook - July 2026 - Asia Pacific Real Assets Association<\/title>\n<meta name=\"description\" content=\"Asian real estate securities are seeing a modest bounce at the start of July, supported by falling oil prices, softer US labor data, and some rotation away from outperforming technology and semiconductor stocks. Start-of-second-half portfolio rebalancing may also provide technical support for neglected sectors such as real estate.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/\" \/>\n<meta property=\"og:locale\" content=\"zh_HK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u00a0B&amp;I Capital Asian Market Outlook - July 2026 - Asia Pacific Real Assets Association\" \/>\n<meta property=\"og:description\" content=\"Asian real estate securities are seeing a modest bounce at the start of July, supported by falling oil prices, softer US labor data, and some rotation away from outperforming technology and semiconductor stocks. Start-of-second-half portfolio rebalancing may also provide technical support for neglected sectors such as real estate.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/\" \/>\n<meta property=\"og:site_name\" content=\"Asia Pacific Real Assets Association\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-10T13:45:53+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u9810\u8a08\u95b1\u8b80\u6642\u9593\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 \u5206\u9418\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.aprea.asia\\\/knowledge-hub\\\/bi-capital-asian-market-outlook-july-2026-july-9-2026\\\/\",\"url\":\"https:\\\/\\\/www.aprea.asia\\\/knowledge-hub\\\/bi-capital-asian-market-outlook-july-2026-july-9-2026\\\/\",\"name\":\"\u00a0B&amp;I Capital Asian Market Outlook - July 2026 - Asia Pacific Real Assets Association\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.aprea.asia\\\/#website\"},\"datePublished\":\"2026-07-09T01:43:00+00:00\",\"dateModified\":\"2026-07-10T13:45:53+00:00\",\"description\":\"Asian real estate securities are seeing a modest bounce at the start of July, supported by falling oil prices, softer US labor data, and some rotation away from outperforming technology and semiconductor stocks. Start-of-second-half portfolio rebalancing may also provide technical support for neglected sectors such as real estate.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.aprea.asia\\\/knowledge-hub\\\/bi-capital-asian-market-outlook-july-2026-july-9-2026\\\/#breadcrumb\"},\"inLanguage\":\"zh-HK\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.aprea.asia\\\/knowledge-hub\\\/bi-capital-asian-market-outlook-july-2026-july-9-2026\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.aprea.asia\\\/knowledge-hub\\\/bi-capital-asian-market-outlook-july-2026-july-9-2026\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.aprea.asia\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Knowledge Hub\",\"item\":\"https:\\\/\\\/www.aprea.asia\\\/knowledge-hub\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"\u00a0B&amp;I Capital Asian Market Outlook &#8211; July 2026\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.aprea.asia\\\/#website\",\"url\":\"https:\\\/\\\/www.aprea.asia\\\/\",\"name\":\"Asia Pacific Real Assets Association\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.aprea.asia\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"zh-HK\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u00a0B&amp;I Capital Asian Market Outlook - July 2026 - Asia Pacific Real Assets Association","description":"Asian real estate securities are seeing a modest bounce at the start of July, supported by falling oil prices, softer US labor data, and some rotation away from outperforming technology and semiconductor stocks. Start-of-second-half portfolio rebalancing may also provide technical support for neglected sectors such as real estate.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/","og_locale":"zh_HK","og_type":"article","og_title":"\u00a0B&amp;I Capital Asian Market Outlook - July 2026 - Asia Pacific Real Assets Association","og_description":"Asian real estate securities are seeing a modest bounce at the start of July, supported by falling oil prices, softer US labor data, and some rotation away from outperforming technology and semiconductor stocks. Start-of-second-half portfolio rebalancing may also provide technical support for neglected sectors such as real estate.","og_url":"https:\/\/www.aprea.asia\/zh_hk\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/","og_site_name":"Asia Pacific Real Assets Association","article_modified_time":"2026-07-10T13:45:53+00:00","twitter_card":"summary_large_image","twitter_misc":{"\u9810\u8a08\u95b1\u8b80\u6642\u9593":"2 \u5206\u9418"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/","url":"https:\/\/www.aprea.asia\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/","name":"\u00a0B&amp;I Capital Asian Market Outlook - July 2026 - Asia Pacific Real Assets Association","isPartOf":{"@id":"https:\/\/www.aprea.asia\/#website"},"datePublished":"2026-07-09T01:43:00+00:00","dateModified":"2026-07-10T13:45:53+00:00","description":"Asian real estate securities are seeing a modest bounce at the start of July, supported by falling oil prices, softer US labor data, and some rotation away from outperforming technology and semiconductor stocks. Start-of-second-half portfolio rebalancing may also provide technical support for neglected sectors such as real estate.","breadcrumb":{"@id":"https:\/\/www.aprea.asia\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/#breadcrumb"},"inLanguage":"zh-HK","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.aprea.asia\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/bi-capital-asian-market-outlook-july-2026-july-9-2026\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.aprea.asia\/"},{"@type":"ListItem","position":2,"name":"Knowledge Hub","item":"https:\/\/www.aprea.asia\/knowledge-hub\/"},{"@type":"ListItem","position":3,"name":"\u00a0B&amp;I Capital Asian Market Outlook &#8211; July 2026"}]},{"@type":"WebSite","@id":"https:\/\/www.aprea.asia\/#website","url":"https:\/\/www.aprea.asia\/","name":"\u4e9e\u592a\u623f\u5730\u7522\u5354\u6703","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.aprea.asia\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-HK"}]}},"_links":{"self":[{"href":"https:\/\/www.aprea.asia\/zh_hk\/wp-json\/wp\/v2\/knowledge-hub\/41492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.aprea.asia\/zh_hk\/wp-json\/wp\/v2\/knowledge-hub"}],"about":[{"href":"https:\/\/www.aprea.asia\/zh_hk\/wp-json\/wp\/v2\/types\/knowledge-hub"}],"author":[{"embeddable":true,"href":"https:\/\/www.aprea.asia\/zh_hk\/wp-json\/wp\/v2\/users\/2221"}],"version-history":[{"count":0,"href":"https:\/\/www.aprea.asia\/zh_hk\/wp-json\/wp\/v2\/knowledge-hub\/41492\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.aprea.asia\/zh_hk\/wp-json\/wp\/v2\/media?parent=41492"}],"wp:term":[{"taxonomy":"kh_category","embeddable":true,"href":"https:\/\/www.aprea.asia\/zh_hk\/wp-json\/wp\/v2\/kh_category?post=41492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}