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港股異動 | 濠賭股拉昇 大摩料澳門至年底旅客及賭收可持續改善
格隆匯 09-03 13:28
格隆匯9月3日丨濠賭股午後拉昇,銀河娛樂漲3.43%為最佳藍籌股,金沙中國、新濠國際發展均漲超2%,永利澳門、澳門控股皆有漲幅。大摩指濠賭股近三個月累升17%,跑贏恆指同期約7個百分點,基於內地對澳門旅遊限制的放寬,該行料澳門至年底旅客及賭收可持續改善,估計行業重回增長時,投資者將進行重估。該行重申對濠賭股吸引看法。另外,澳門政府計劃由9月1日起至12月31日,通過微信平台發放共計2.9億澳門元的消費券,以吸引內地遊客來訪澳門旅遊消費。

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