《股市简讯》香港九龙仓、新世界发展显著上扬，人民币升值提振奢侈零售

路透中文11:41

《股市简讯》香港九龙仓、<a href="https://laohu8.com/S/00017">新世界发展</a>显著上扬，人民币升值提振奢侈零售

* 香港地产股周五造好，其中拥有多个高档商场的九龙仓0004.HK一度涨4.7%至19.5港元，创逾三周新高；新世界发展0017.HK亦升6.7%至6.7港元。

* 香港政府周四公布，5月份零售销售货值按年升7.9%，零售销售货量按年升4.8%。

* 瑞银称，5月零售销售增长的主要驱动因素包括奢侈品销售加速成长（年增26%），得益于5月人民币升值；而奢侈品销售的持续强劲将对九龙仓置业1997.HK和希慎0014.HK等专注于非必需消费品零售的业主产生积极影响。

* 汇丰认为，5月零售销售优于预期，连续第13个月实现成长也进一步印证了零售业复苏动能依然强劲的观点；奢侈品类仍是主要驱动力，得益于游客和本地消费的强劲增长。

该行并称，香港的零售业正变得日益两极化，那些与非必需消费品和高端消费相关的业主将继续表现优异，并有望实现正向租金调整，潜在受益者包括九龙仓置业旗下海港城、希慎旗下利园等商场物业。

* 九龙仓置业盘中涨3.08%至22.12港元，希慎升4.1%至17.4港元；香港恒生指数.HSI涨1.6%。（完）更多股市简讯请点选CN-CMN-HOT

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九龙仓置业盘中涨3.08%至22.12港元，希慎升4.1%至17.4港元；香港恒生指数<span>.HSI</span>涨1.6%。（完）更多股市简讯请点选<span>CN-CMN-HOT</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1534","symbol_name":"收租股","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260703:nL4T43506F:1","article_id":"2648588066","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2648588066","pubTimestamp":1783050081,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"《股市简讯》香港九龙仓、新世界发展显著上扬，人民币升值提振奢侈零售* 香港地产股周五造好，其中拥有多个高档商场的九龙仓0004.HK一度涨4.7%至19.5港元，创逾三周新高；新世界发展0017.HK亦升6.7%至6.7港元。* 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