《大行》摩通:日用品零售改善理论上对领展(00823.HK)有利 但主要股价驱动因素仍是10年期国债收益率变动

阿斯达克财经
Jan 03, 2025

政府统计处昨日(2日)公布,在低基数下,本港2024年11月的零售业总销货价值的临时估计为317亿元,按年跌7.3%,远逊市场预期按年跌3.4%。摩根大通发表研报指,由于港汇走强,且去年12月份访港游客人数没有显著改善,预计本港零售表现不佳的情况或会持续。该行亦认为,今年第二季度,日用品零售额或会较2024年同期录按年温和增长。摩通提及,日用品零售改善理论上对领展(00823.HK) 有利,不过其...

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