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港股異動 | 香港零售股普跌 周大福(1929.HK)跌逾5%
格隆匯 05-18 11:44
格隆匯5月18日丨香港零售股普跌,周大福(1929.HK)跌逾5%,該股曾於5月12日盤中高見13.86港元創歷史新高,市值一度逼近1400億港元;周生生跌逾3%,卓悦、六福等跟跌;莎莎、利福小幅上漲。摩通最新發研報指,受惠穩固需求復甦、過去數季比較基數較低以及店鋪積極復業,該行覆蓋的珠寶股本年至今累升25%。不過,由於增加店鋪競爭趨激烈,自7月起比較基數上升,下調周大福、六福、周生生等珠寶股評級至“中性”。該行重申相對偏好周大福,維持對其長遠增長軌跡正面看法,但由於大部分正面催化劑已反映,料短期下行風險大於潛在上行空間。該行建議趁高鎖定利潤。此外,該行料放寬出境限制對利福及莎莎的利好或大於珠寶股。

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