金沙中国有限公司(01928)今日盘中股价大跌5.08%，引发市场关注。博彩股在早盘普跌，主要受到澳门博彩收入表现不佳及行业竞争加剧的影响。
根据澳门政府数据，2025年1月份澳门博彩收入同比下滑5.6%，连续第二个月出现负增长。高盛认为，由于上季度澳门博彩收入短暂回调及促销预算增加，将调低2024至2026年澳门博彩股EBITDA预测。尽管行业面临促销预算上升引发竞争加剧的担忧,但高盛维持对澳门博彩股建设性看法。
另外,港股大盘整体下滑,科技及新兴板块受压,也对金沙中国等权重股造成一定影响。分析人士指出,预计未来市场将出现一定程度回调,基本面较好的细分行业或将脱颖而出。
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