港股異動 | 濠賭股逆勢走強 美高梅中國漲3.6%領漲
格隆匯10月2日丨今日大市普跌,
濠
賭股逆勢走強,美高梅中國漲3.6%領漲,澳博控股漲2%,新濠國際發展、永利澳門皆有漲幅,惟金沙中國小幅走低。

澳門9月份幸運博彩毛收入221億澳門元,同比增0.6%;1-9月份幸運博彩毛收入2203億澳門元,同比下降1.7 %。
此前,美銀美林發表研究報告,指出8月份澳門整體旅客量按年增長6.5%,較7月份的增長16.3%有所放緩。由於8月份的訪港旅客量按年下跌40%,顯示出受到香港事件的一些影響,但影響可控。濠賭股目前的估值已接近見底,正反映賭收潛在的20%下跌及盈利減少的情況,認為現時的風險回報吸引,並有可能再次出現反彈。
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