智通财经APP获悉，金沙中国(01928)现跌超4%，截至发稿，跌3.99%，报17.82港元，成交额1.99亿港元。
摩根大通发表报告称，澳门新一年赌收势头依然强劲，1月份首12日的赌收约78亿澳门元，意味着日均收入为6.5亿澳门元，相对于去年12月及去年第四季日均收入增长11%及4%，中场赌收约达至疫情前水平约115%，相对于去年第四季恢复至约110%。该行预期，澳门1月赌收按年跌5%至7%，达到180亿至183亿澳门元；2月按年增长0%至5%，达到185亿至195亿澳门元；首两月赌收按年持平。
东吴证券(香港)此前指出，金沙中国三季度非博彩业务恢复速度较慢，主要因伦敦人二期翻新项目对公司运营的影响仍在增强。3Q24翻新工程中公司有大概2,500间客房暂时关闭(约占喜来登酒店客房数的63%，占公司总客房数的20%)，Pacifica博彩区域关闭。公司管理层预计Q4将有3100-3200间房间关闭，只有大约300个新套房会保持开放，翻新工程对经营的扰动将达到顶峰。
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