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港股異動丨濠賭股普升 美高梅中國5連升續創階段新高 瑞銀上調澳門今明兩年賭收預測
港股濠賭股持續活躍,其中,新濠國際發展、澳博控股升超2%,匯彩控股、金沙中國升超1%,尤其是美高梅中國實現5連升,續創階段新高。消息上,瑞銀最新研究報吿指,將2025至26年澳門博彩總收入(GGR)的預測上調8至14%,以反映次季增速出乎意料。當中,中美關税並未影響博彩需求,次季訪客數字亦因演唱會帶動而有所提速,加上有新酒店,以及涉及珠海和橫琴的新簽證政策,將繼續支持下半年需求增長。股份方面,該行將美高梅中國評級升至“買入”,目標價由10股元升至15.9港元,並將新濠博亞、新濠及永利澳門評級由“沽售”升為“中性”,基於收入預測提高,目標價分別上調至8.8美元、5港元及6.1港元。行業首選為銀娛及美高梅中國,而銀娛目標價由34.2港元升至43.9港元,予“買入”評級。(格隆匯)

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