港股異動丨濠賭股普跌 機構降2025年澳門博彩總收入增長預測
港股豪賭股普遍弱勢,其中,銀河娛樂跌近4%,金沙中國跌2.4%,新濠國際發展、澳博控股跌1.4%,永利澳門、美高梅中國跟跌。消息上,中信里昂最新研報稱,儘管2025年第一季澳門博彩總收入(GGR)同比增長0.6%,但由於整體利潤率下降,澳門博彩業EBITDA預計將同比降6%至18.97億美元。該行預計2025年的博彩總收入增長仍將保持近靜止,將全年增長預期由4%下調至2%,較機構預期低1個百分點,同時下調2025-2026年的產業EBITDA預測2%,並下調目標EV/EBITDA倍數以及目標股價。另外,澳門行政長官岑浩輝日前發表任內首份施政報吿時指出,旅遊博彩業的疫後復甦勢頭漸見放慢,本年度財政收入或未如預期樂觀。(格隆匯)

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