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港股異動丨濠賭股繼續活躍 澳門博彩業五一假期表現強勢
港股濠賭股持續上漲,其中,新濠國際發展續漲超3%,3日連漲近15%,金沙中國漲近2%,美高梅中國、澳博控股、永利澳門、銀河娛樂跟漲。消息上,摩根大通研究報告指出,澳門博彩業在5月首5天的博彩總收入(GGR)達10.2億澳門元,儘管面對去年同期高基數,仍實現強勁的12%按年增長,並恢復至疫情前五月黃金週水平的90%以上。該數據大幅超越預期的日均8.5億澳門元,創多年來最大幅度超預期表現,增長尤其令人鼓舞。該行指,過半數澳門博企已公佈首季業績,該行認爲現階段財報對股價刺激有限。重點將落在管理層對黃金週超預期表現可持續性的解讀,以及各營運商的細分數據。(格隆匯)

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