濠赌股全面升近2.4%-5% 银娱及澳博曾创逾两年高
濠赌股今天全面逆升近2.5%-5%,澳博(00880.HK)最强,股价继昨天稍作整固後,今天再破顶,最高见11.04元,创逾两年高,现造10.8元,回升4.9%,成交增至4,715万股,涉资5.06亿元。蓝筹银娱(00027.HK)今天也曾升破1月所创52周高位62.95元,最高见63.7元,创两年高,现造62.45元,回升2.5%。
新濠(00200.HK)、美高梅(02282.HK)、永利(01128.HK)及蓝筹金沙(01928.HK)也升近2.4%-3%,分别曾高见18.16元、10.98元、15.38元及35.15元。
麦格理上周五表示,早前内地公布於9月23日起恢复办理居民赴澳门旅游签注,消息带动濠赌股反弹,但有不少投资者对澳门赌业复苏步伐感到审慎,也担心若澳门再爆疫情,赌股会急跌。但该行认为,於澳门旅游签注开放後约一周便是「十一国庆」黄金周,将会是澳门赌业复苏指标,市场应以观望为主,更指上述预期过於审慎,并无反映营运商对中高端消费信心。因此,该行重申看好澳门赌业前景,行业首选金沙中国看42元。
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