智通财经APP获悉，博彩股早盘回暖，截至发稿，金沙中国(01928)涨4.26%，报19.58港元；新濠国际发展(00200)涨2.43%，报4.64港元；澳博控股(00880)涨2.33%，报2.64港元；银河娱乐(00027)涨1.86%，报32.9港元。
消息面上，澳门统计暨普查局资料显示，今年10月入境旅客共313.54万人次，同比上升13.7%，恢复至2019年同期的97.7%；与9月比较上升24%。按客源分析，10月中国内地旅客同比增加16.1%至226.34万人次；香港特区旅客则减少0.2%；国际旅客共21.23万人次，同比上升31.2%，恢复至2019年同期的98.8%。
中信建投指出，博彩板块兼具供给以及优质出境游目的地所致的需求韧性、行业格局稳定性、盈利能力和现金流优质等属性，未来偏存量运营逻辑下，关注龙头若提升分红及股东回馈带来的投资性价比。供给优化主要在当前部分新增核心物业的建设培育，精细化运营及海外发展等。短期关注惠港惠澳政策持续推进，非博彩发展等。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.