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美股異動 | 部分度假村和賭場概念股走強 花旗料博彩法修正案今年通過催化股價上漲
格隆匯4月1日丨部分度假村和賭場概念股走強,新濠博亞娛樂漲6%,永利度假村漲3%,金沙集團、黃金娛樂漲2%,新濠影匯漲1.7%。據澳門博彩監察協調局網站發佈的數據,澳門3月份幸運博彩毛收入36.72億澳門元,同比下降55.8%;澳門1-3月份幸運博彩毛收入177.74億澳門元,同比下降24.8%。花旗將取消中國內地和香港旅遊限制的時間從2022年年中推遲至第四季度,但認為博彩法修正案的通過和許可程序等積極催化劑將支持今年的股價上漲。該行將永利度假村(WYNN.US)的評級從持有上調至買入,並維持新濠度假村及娛樂(MLCO.US)的買入評級。與此同時,拉斯維加斯金沙集團(LVS.US)被稱為賭場行業的全球頂級選擇。美高梅國際酒店集團(MGM .US)也被評為買入,原因是它在美國市場的強勢地位。

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