美銀證券:澳門獲中央政府強力支持 對澳門賭業有正面看法
美銀美林發表研究報告指,國家主席習近平是次訪澳,是其官方行程中逗留最長的日子,並對澳門的成就感到驕傲,和充份肯定前澳門行政長官崔世安的貢獻。習近平同時對澳門經濟多元化感到滿意,更重要是充份實踐一國兩制,同時重申香港及澳門事務是中國的內部問題。
該行指,習近平亦對澳門作出四項願望,包括進一步加強政府的規範、創新及繼續經濟持續發展、以人民為先及改善其生活、進一步促進社會和諧和穩定。同時鼓勵澳門的國際化角色,加強捉緊一帶一路及大灣區的機遇,以及與珠海合作發展橫琴。而新任行政總官賀一誠則指會以服務為本,及提高政府效率。
該行又指,是次習近平並無於官方行程的講話中,提及將澳門發展為金融中心,而賀一誠認為發展橫琴已經是對澳門的重大支持,而目前澳門亦未準備成為人民幣計價的股票市場,因相關法制未完善。
此外,人行提高澳門居民人民幣跨境匯款限額,由5萬元人民幣升至8萬元人民幣;支持澳門銀行於國內開設分行,准許內地保險資金投資澳門;發改委公佈廣東-澳門深入合作,包括開放及更好與國際規則接軌;有更多橫琴的發展空間及規則,例如部份用地以成本價向澳門居民發售。因此該行認為發展橫琴可以為澳門帶來更多機遇,包括提升其大灣區發展策略、長遠發展多元化經濟等,故相信未來政策風險低,對澳門賭業有正面看法。
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