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港股異動 | 濠賭股普跌 金沙中國(1928.HK)跌3%領跌
格隆匯 02-21 10:23
格隆匯2月21日丨濠賭股普跌,金沙中國(1928.HK)跌3%領跌,美高梅中國、新濠國際發展、銀娛跌逾2%,永利澳門、澳博控股跌逾1%。個股方面,新濠國際公佈,新濠博亞娛樂2019年總營運收益升10.6%至57.4億美元;紐交所稱Studio City股東總數不合要求。美高梅旗下酒店逾千萬客人信息泄露,包括賈斯汀·比伯、推特高管。板塊方面,澳門各賭場昨日(20日)凌晨起可恢復營業,瑞銀髮研報指,賭場暫停營運合共15天,快於預期,相信可有助部份貴賓廳、高端中場業務回覆,但預期對EBITDA無實質性貢獻,因中場業務仍然受內地限制簽證之影響。於2月16日只有1400內地客到澳門,對比去年日平均數為7.65萬人次,繼續認為市場對行業反應過度,相信行業增加酒店供應、新的輕軌都有助中場增長及重估,看好銀娛、澳博、新濠。
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