去年深圳恢复赴港旅游“一签多行”,但去年12月香港零售销售同比仍跌近10%,较11月跌幅扩大,表现逊预期,主因港人出境外游数字超过内地访港人次。摩根士丹利报告预期,香港今年1月及全年零售销售均再跌5%,零售相关股份方面,看好领展(0823.HK),予“增持”评级。大摩指,香港去年12月零售跌幅差过其预期跌6%,期内内地访港游客按年增5%,港人外游则增17%。零售销售已连续10个月负增长,预期今年将...
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