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大行評級|高盛:維持香港零售銷售即將反彈的觀點 看好太古地產、九龍倉置業等
高盛發表研究報告指,觀察到近幾周香港零售、寫字樓、住宅、金融及保險行業等不同領域有穩定或改善的跡象。該行看好太古地產、九龍倉置業、新鴻基地產、長實、港交所、匯豐控股及友邦,評級均爲“買入”。
報告提及,受惠於較有利的基數比較和港匯走弱,香港零售銷售於2025年4月的情況持續改善,按年錄得負2.3%(1至2月和3月分別爲負7.8%和負3.5%)。高盛指,該行覆蓋的“業主”對市場前景持謹慎樂觀態度,領展指出改善跡象,但九龍倉置業則強調宏觀環境不確定及內地遊客消費行爲結構性變化(追求體驗而非商品購買)的憂慮。高盛維持香港零售銷售即將反彈的觀點,預測2025財年零售租金將持平。
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