美銀證券:濠賭股昨日反應過敏 料武漢肺炎影響短暫
美銀證券發表研究報告,指隨着週末宣佈新確診的「武漢肺炎」病例新增136宗,令現時在武漢當地的病例總數達198宗,引起了越來越多的關注。同時,北京及深圳亦分別錄得2宗及1宗個案,而海外亦有4宗確診個案。該行引述世界衞生組織指,此病毒似乎只會有限度地人傳人。雖然與2002至2003年的SARS屬同一病原體,但相信嚴重程度較低。
該行又指,澳門濠賭股的股價昨日(20日)調整6%,並認為市場的反應過敏。根據過往的經驗,即使在SARS大流行期間,影響都是短暫的,而股價可以在三個月內完全恢復。而在2009年豬流感期間,股價實質上在三日內就恢復。該行認為,目前旅客未有改變他們到訪澳門的計劃。據最近的渠道調查顯示,在農曆新年期間大部分位於路氹城的酒店預訂均滿,相信唯有世衞對中國發出旅遊警示,旅客才有可能改變其行程。
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