港股異動 | 濠賭股全線上漲 銀娛(0027.HK)漲超3%
格隆匯11月24日丨昨日大跌的濠賭股今日全線上漲,其中,銀娛(0027.HK)、永利澳門漲超3%,美高梅中國、新濠國際漲超2%。今年以來,永利、新濠累跌約30%,金沙累跌逾17%。大摩最新發研報指,近日香港及內地新型肺炎新增確診個案激增,但考慮到濠賭股近期受消息影響一直下挫,相信股份最終可以回升至企業價值倍數至長期平均倍數約12.5倍。大摩表示,中期仍看好澳門博彩股的前景,主要由於中國的旅遊業及奢侈品消費增長令人驚訝,且網上賭博及海外旅行減少。大和亦維持對澳門博彩業的正面評級,該行指一旦香港達到低風險狀態,相信將帶動來自非廣東一線和二線大陸城市的訪澳量增加,認為高端市場的表現將較優。

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