港股異動 | 濠賭股全線上漲 永利澳門(1128.HK)漲超5%
格隆匯2月22日丨濠賭股全線上漲,永利澳門(1128.HK)、澳博控股漲超5%,銀河娛樂漲超3%,美高梅中國、新濠國際漲超2%。大摩近日發研報指,內地及香港地區的新冠肺炎確診個案減少,使市場看法普遍向好,料銀娛、澳博和永利等濠賭股持續優於大市,行業中首選永利澳門。大摩認為現時濠賭股的估值便宜,亦預期牌照或延期至今年某時段,看好澳門博彩業明年發展。匯豐研究亦指,農曆年假期間訪澳內地旅客按年跌幅由年初一、二的逾70%,收窄至初五的10%,主因去年初四新冠疫情開始暴發。該行認為在港上市的濠賭股估值合理,投資者傾向選擇性,持續看好金沙中國。

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