香港零售地产商概念股走强，其中，九龙仓置业盘中一度涨超9%，希慎兴业一度涨超4%，领展房产基金涨超2%。消息面上，香港5月零售销售同比升2.4%至310亿港元，好于预期，且是14个月以来首次回升。 瑞银称，香港5月零售销售好过预期，租户销售持续改善，有利于经营零售租赁的发展商，包括领展、新鸿基地产、九龙仓置业及希慎兴业。 另外，大摩预计香港6月零售销售额同比增长1%，因失业率上升(2025年5月为3.5%)及近期餐饮和零售店关闭，导致该行对整体消费情绪仍持谨慎态度。尽管如此，新体育场举办的演唱会等大型活动及内地游客数量增加可能部分缓解这一情况。大摩称，虽然该行对九龙仓置业和希慎兴业因租金负增长及商铺关闭而保持谨慎，但近期的14个月以来首个正增长的零售销售数据可能为其股价带来正面反应。
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