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港股異動 | 香港零售股普漲 莎莎國際(0178.HK)升逾3%領漲
格隆匯 10-23 10:07
格隆匯10月23日丨香港零售股普漲,莎莎國際(0178.HK)升逾3%領漲,六福、利福漲逾2%,周生生、周大福跟漲。香港財政司司長陳茂波昨日公佈第三輪支援企業的紓困措施,合共開支20億港元。政府產業租金寬免亦會擴展到地政總署及康文署轄下公眾停車場、超級市場、商店,康文署轄下小食亭及餐廳,以及短期租約倉庫等,租金減免6個月,由本月1日起生效,涉及6億港元。值得注意的是,莎莎國際今年以來已累跌逾30%,而利福和周生生亦累跌逾20%,僅周大福呈現升勢,今年以來累漲逾15%。野村曾發研報指,在香港零售股中更看好周大福,因其對香港市場依賴度較低,毛利率亦可跟隨上升的金價有更佳的升幅。
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