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大行評級|大摩:內地提高赴港澳購物免税額提振情緒

摩根士丹利發表研究報吿指,財政部等三部門提高內地旅客赴港澳購物免税額至最高15000元,將於7月1日起生效,預料將有助於提振內地旅客來港消費意欲,推動零售市道特別對高價商品的消費增長。旅發局數據顯示,去年第四季來自中國內地的過夜及即日來回旅客人均消費分別為6100及1300港元,大摩相信九龍倉置業、希慎及領展都可受惠。

至於澳門博彩業,大摩預期新措施將有助於降低行業監管風險,改善市場情緒,今次是今年對澳門推出的第四項支持政策,數據顯示,撇除博彩使費,今年首季訪澳旅客的人均消費為2300澳門元,認為當中被大量非博彩旅客所沖淡,認為新措施可以吸引更多中低端客户訪澳。

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