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港股異動 | 香港零售股上漲 機構指疫苗進展使香港零售企業受惠
格隆匯 11-10 15:43
格隆匯11月10日丨香港零售股全線上漲,新秀麗大漲超17%領銜上漲,利福國際漲超5%,莎莎國際、六福集團均升超4%。富瑞發表研究報告指,有效率高達90%的新疫苗有望推出的消息一出,令受新型肺炎疫情衝擊的歐美市場企業股價上漲。該行認為,新秀麗、歐舒丹等在香港上市的國際企業,以及莎莎國際和佐丹奴等香港零售企業,都可能會從有關消息受惠。約30%零售額來自旅客消費,當中90%為內地遊客。遊客消費分別佔莎莎、周大福及利福國際香港銷售額的70%、50%和45%。如果內地政府在有疫苗供應下開放關口,莎莎將最為受惠。

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