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港股異動 | 濠賭股全線上漲 澳門博彩業7月開局強勁 多家大行看好
永利澳門漲超4%,澳博控股漲3.96%,美高梅中國、新濠國際發展、金沙中國均漲超1%。消息面上,多家大行發研報看好澳門博彩業,其中:麥格理稱,澳門博彩業7月開局強勁,渠道數據顯示,截至7月6日止一星期,日均博彩收入達7.16億澳門元,按年增長30%,相信是受到張學友演唱會等大型活動帶動客流,以及貴賓廳高贏率的推動。瑞銀渠道調查顯示,澳門7月前6天的博彩收入平均約爲每天7.16億澳門元,高於6月日均收益的7.02億澳門元,且顯著超出市場對2025年7月日均賭收6.3億澳門元共識預期,這得益於7月4日至7月6日的張學友演唱會及持續高企的貴賓廳贏率。該行對行業持中性看法,並強調銀河娛樂和美高梅中國爲行業首選。摩根大通認爲,澳門賭收已經連續三個月超越季節性和市場預期,而且仍在持續,因此確信在經歷了長達20個月的痛苦和長期的市場盈利預測削減之後,澳門博彩行業已經到達週期性拐點。該行對濠賭股排序如下,美高梅中國=銀河娛樂>新濠博亞=金沙中國>永利澳門>澳博控股>新濠國際。(格隆匯)

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