《大行》大摩：商铺胜写字楼偏好九龙仓置业(01997.HK)及领展(00823.HK)多于置地与冠君(02778.HK)

阿斯达克财经04-12

摩根士丹利的研究报告表示，投资者担心市民北上影响香港零售业，但据仲量联行的数据，今年首季的零售租务改善，至于中环写字楼表现明显跑输。该行偏好九龙仓置业(01997.HK) 及领展(00823.HK) ，多于置地与冠君产业信托(02778.HK) 报告指，香港零售销售改善，去年增长16%，今年首两月升1.4%，推动租金稳定向上，为以零售为主的业主提供稳定盈利。香港市民离港消费令人担忧，不过大摩认为...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2426225801?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20200526132815186_s.jpg","is_english":false,"pubTime":"2024-04-12 10:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2426225801","market":"sh","top_or_hot":-1,"title":"《大行》大摩：商铺胜写字楼  偏好九龙仓置业(01997.HK)及领展(00823.HK)多于置地与冠君(02778.HK)","media":"阿斯达克财经","content":"<div>\n<p>摩根士丹利的研究报告表示，投资者担心市民北上影响香港零售业，但据仲量联行的数据，今年首季的零售租务改善，至于中环写字楼表现明显跑输。该行偏好九龙仓置业(01997.HK) 及领展(00823.HK) ，多于置地与冠君产业信托(02778.HK) 报告指，香港零售销售改善，去年增长16%，今年首两月升1.4%，推动租金稳定向上，为以零售为主的业主提供稳定盈利。香港市民离港消费令人担忧，不过大摩认为...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341821/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》大摩：商铺胜写字楼  偏好九龙仓置业(01997.HK)及领展(00823.HK)多于置地与冠君(02778.HK)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》大摩：商铺胜写字楼  偏好九龙仓置业(01997.HK)及领展(00823.HK)多于置地与冠君(02778.HK)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-12 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341821/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利的研究报告表示，投资者担心市民北上影响香港零售业，但据仲量联行的数据，今年首季的零售租务改善，至于中环写字楼表现明显跑输。该行偏好九龙仓置业(01997.HK) 及领展(00823.HK) ，多于置地与冠君产业信托(02778.HK) 报告指，香港零售销售改善，去年增长16%，今年首两月升1.4%，推动租金稳定向上，为以零售为主的业主提供稳定盈利。香港市民离港消费令人担忧，不过大摩认为...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341821/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341821/latest-news/AAFN","article_id":"2426225801","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20200526132815186_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2426225801","pubTimestamp":1712889000,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"置地的股价与中环写字楼租金有密切关系，纵使估值较低，但中环写字楼租金持续下降仍为负面因素。冠君中环写字楼占比较重，同时面对空置率17%。该行评九龙仓置业及领展为“增持”，置地为“与大市同步”，而冠君则为“减持”。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","IE00BG0RBZ43.SGD":"Legg Mason Martin Currie - Asia Pacific Ex Japan Real Income A Mdis SGD Plus","02778":"冠君产业信托","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK1601":"香港本地股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK1534":"收租股","BK4127":"投资银行业与经纪业","BK1250":"办公室房地产信托","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK1258":"房地产运营公司","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","BK4585":"ETF&股票定投概念","BK1256":"零售房地产信托","BK4534":"瑞士信贷持仓","01997":"九龙仓置业","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","03121":"华夏亚太房地产","IE00BHRH8C09.USD":"LM MARTIN CURRIE ASIA PACIFIC EX JAPAN REAL INC \"A\" (USD) INC","BK1217":"办公房地产投资信托","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4588":"碎股","00823":"领展房产基金","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK1098":"零售业房地产投资信托","BK1229":"房地产经营公司","BK1521":"挪威政府全球养老基金持仓"},"translate_title":"\"Da Xing\" Morgan Stanley: Shops prefer office buildings to Wharf Real Estate (01997. HK) and Link (00823. HK) more than Land and Champion (02778. HK)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01997":1,"02778":1,"00823":1,"03121":0.6},"content_text":"摩根士丹利的研究报告表示，投资者担心市民北上影响香港零售业，但据仲量联行的数据，今年首季的零售租务改善，至于中环写字楼表现明显跑输。该行偏好九龙仓置业(01997.HK) 及领展(00823.HK) ，多于置地与冠君产业信托(02778.HK) 报告指，香港零售销售改善，去年增长16%，今年首两月升1.4%，推动租金稳定向上，为以零售为主的业主提供稳定盈利。香港市民离港消费令人担忧，不过大摩认为情况正达顶峰或向稳。在各零售业主股中，因应较为稳定的股息前景，偏好九龙仓置业及领展(00823.HK) 。置地的股价与中环写字楼租金有密切关系，纵使估值较低，但中环写字楼租金持续下降仍为负面因素。冠君中环写字楼占比较重，同时面对空置率17%。该行评九龙仓置业及领展为“增持”，置地为“与大市同步”，而冠君则为“减持”。(vc/cy)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-11 16:25。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2426225801"}

《大行》大摩：商铺胜写字楼 偏好九龙仓置业(01997.HK)及领展(00823.HK)多于置地与冠君(02778.HK)

精彩评论

《大行》大摩：商铺胜写字楼偏好九龙仓置业(01997.HK)及领展(00823.HK)多于置地与冠君(02778.HK)