《大行报告》中金:内地逐步放宽澳门旅游隔离措施 对银娱及金沙长期增长有信心
中金发表研究报告,指珠海市将於年8月12日起率先恢复赴澳门旅游签证(包括个人游签证和团队游签证),所有从澳门进入内地人员(14天内有外国或其他境外地区旅居史者外)如持有7天内核酸检测阴性证明或包含7天内核酸检测阴性信息的「健康码」,则不再实行集中隔离医学观察14天。
该行指,持续放宽(可能在接下来的几个月中放宽到其他城市和省份)对澳门来说是积极的举措,尤其当下距十一黄金周仅约1.5个月。同时认为提前於香港放宽赴澳旅行团和个人游签证,可能预示着对香港和澳门的个人游签证政策今後将互相脱钩。这对於澳门而言是有正面意义的,包括今年施政报告中的某些目标有机会实现:如增加个人游签证覆盖城市的数量;与广东省合作,进一步放宽前往澳门的签证。
该行重申看好银娱(00027.HK)、金沙(01928.HK),对其长期增长抱有信心,新濠(00200.HK)基於快於行业的复苏水平,美高梅(02282.HK)基於估值水平具吸引力,以上皆予「跑赢行业」评级。
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