《大行》里昂料明年香港综合企业充满催化剂 首选周大福创建(00659.HK)长和(00001.HK)

阿斯达克财经
Dec 31, 2025

里昂研究报告指,对于香港综合企业而言,2026年仍将充满催化剂,而预期出现最多催化因素的将会是周大福创建(00659.HK) 、怡和及第一太平(00142.HK) 。该行指,在等待催化剂的过程中,投资者应该可以透过股息获得理想的回报,因预期行业2026年经常性盈利将有5%增长,加上美元疲弱形成顺风,而削减股息的可能性较低,支持2026年行业股息额按年增长3%。选股方面,该行首选周大福创建及长和(...

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