《大行報告》高盛:內地撤湖北交通限制 憧憬取消旅遊禁令對博彩股屬正面
高盛發表研究報告,指內地於3月25日解除對湖北(除省會武漢)居民的旅遊限制,而武漢則會在4月8日解除,省內的居民可以憑湖北綠色「健康碼」離開當地。政府鼓勵企業和工廠有序復工,而學校暫時維持關閉,視乎未來形勢變化。
該行指,對內地放寬交通限制並不完全感意外,因應內地新增確診人數增長放慢,高盛認為內地疫情可控,政府正逐步解除當地早前施加的限制,包括回復部分省份旅行團、重開低風險旅遊景點,相信政府有考慮延長封城令的經濟影響,以及評估城鎮重開後疫情再度惡化的潛在風險。
高盛表示,相信有關消息都是正面訊號,但預期投資者將猜度未來進一步放寬交通限制,以至取消旅遊禁令的可能。該行認為,這些將會成為澳門博彩股、旅業和零售相關板塊短期催化劑,考慮到該等板塊估值低企。
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