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港股異動丨零售地產商概念走強,九龍倉置業一度漲超9%,香港5月零售銷售超預期
香港零售地產商概念股走強,其中,九龍倉置業盤中一度漲超9%,希慎興業一度漲超4%,領展房產基金漲超2%。消息面上,香港5月零售銷售同比升2.4%至310億港元,好於預期,且是14個月以來首次回升。瑞銀稱,香港5月零售銷售好過預期,租戶銷售持續改善,有利於經營零售租賃的發展商,包括領展、新鴻基地產、九龍倉置業及希慎興業。另外,大摩預計香港6月零售銷售額同比增長1%,因失業率上升(2025年5月爲3.5%)及近期餐飲和零售店關閉,導致該行對整體消費情緒仍持謹慎態度。儘管如此,新體育場舉辦的演唱會等大型活動及內地遊客數量增加可能部分緩解這一情況。大摩稱,雖然該行對九龍倉置業和希慎興業因租金負增長及商鋪關閉而保持謹慎,但近期的14個月以來首個正增長的零售銷售數據可能爲其股價帶來正面反應。
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