港股异动|奢侈品股普跌六福(0590.HK)跌逾4%领跌
格隆汇7月29日丨奢侈品股普跌,六福集团(0590.HK)跌4.76%领跌,周生生跌近3%,周大福跌逾2%。个股方面,近日六福公布集团2020财年首季(今年4月1日至6月30日)零售业务同店销售倒退10%;周大福称由于港澳市场受到高基数的影响及宏观环境不明朗令消费气氛审慎,二季度香港及澳门同店销售减少11%。野村发研报指,六福同店销售进一步疲弱,基于其2020财年的市盈率为10倍,维持六福“中性”评级,目标价25.4港元。里昂亦称,香港近期发生的事件将影响零售环境及内地旅客访港数量,料周大福之港澳业务将进一步去营运杠杆,高基数亦将影响表现,将周大福评级自“跑赢大市”降至“沽售”,目标价下调至7.6港元。
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