港股异动 | 博彩股集体下跌 金沙中国(01928)跌超4% 澳门11月博彩收入环比跌11.3%

智通财经
30 Dec 2024

智通财经APP获悉,博彩股集体下跌,截至发稿,金沙中国(01928)跌4.37%,报20.8港元;新濠国际发展(00200)跌2.86%,报4.41港元;银河娱乐(00027)跌2.8%,报32.95港元;美高梅中国(02282)跌2.43%,报9.64港元;永利澳门(01128)跌1.11%,报5.34港元。

消息面上,澳门博彩监察协调局近期公布数据显示,澳门11月幸运博彩毛收入184.4亿澳门元,同比增长14.9%,但环比跌11.3%,自近5年单月新高回落。今年首11个月幸运博彩毛收入累计2085.8亿澳门元,同比升26.8%。

摩根大通近期发布研报称,澳门12月首八日的博彩毛收入为45亿澳门元(下同),相当于每日5.62亿元,较11月日均博彩收入低出9%,但属预期之内。摩通提到,虽然预计12月博彩收入增长将会放缓,但预计第四季仍将按季增长3%至4%,达到20个季度以来的最高水平,认为这个增长势头应能支持行业达到第四季以及今财年的普遍预期。

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