高盛发表研究报告指，观察到近几周香港零售、写字楼、住宅、金融及保险行业等不同领域有稳定或改善的迹象。该行看好太古地产、九龙仓置业、新鸿基地产、长实、港交所、汇丰控股及友邦，评级均为“买入”。 报告提及，受惠于较有利的基数比较和港汇走弱，香港零售销售于2025年4月的情况持续改善，按年录得负2.3%(1至2月和3月分别为负7.8%和负3.5%)。高盛指，该行覆盖的“业主”对市场前景持谨慎乐观态度，领展指出改善迹象，但九龙仓置业则强调宏观环境不确定及内地游客消费行为结构性变化(追求体验而非商品购买)的忧虑。高盛维持香港零售销售即将反弹的观点，预测2025财年零售租金将持平。
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