港股异动︱濠赌股午后反弹跌幅收窄1至7月赌收同比下降0.9%
格隆汇8月1日丨濠赌股午后短暂下跌,后迅速反弹回升,跌幅收窄。新濠国际发展(0200.HK)、汇彩控股跌逾3%,银河娱乐、澳博控股跌逾1%,美高梅翻红至涨0.46%。澳门博彩监察协调局今日午间公布,澳门1至7月份幸运博彩毛收入1740亿澳门元,同比下降0.9%;7月份幸运博彩毛收入244.53亿澳门元,同比下降3.5%。大和近日发研报指,澳门博彩有四个投资主题:内地放宽内地居民来往港澳通行证的签证、大湾区发展、国企及澳门博彩企业持续协同,以及内地博彩顾客偏好赴澳门,相信相关投资主题可以支持内地赴澳旅客人数按年增长;加上澳门5月及6月赌收增长转正,如果旅客增长持续,料将可为赌收带来催化作用,维持行业“正面”评级。
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