《大行》花旗:香港5月零售销售胜预期 首选太古地产(01972.HK)新地(00016.HK)长实(01113.HK)领展(00823.HK)

阿斯达克财经
Jul 03

花旗发表研究报告指,香港5月份零售销售价值按年增长7.9%,处于该行先前预期5%至8%的增幅上沿,主要受到珠宝、钟表及名贵礼物按年增长26%,以及黄金周访港旅客按年增加8%和港元兑人民币转弱所带动。该行预期,尽管6月份资本市场转弱可能在短期内压抑消费意欲,但2026年全年零售销售仍有望复苏至4,000亿港元。该行指出,零售销售表现通常领先现货租金12至18个月,而现货租金又领先续租租金调整幅度再多...

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