智通财经APP获悉，博彩股午后涨幅扩大，截至发稿，永利澳门(01128)涨4.42%，报5.67港元；金沙中国(01928)涨4.35%，报18.72港元；美高梅中国(02282)涨3.65%，报10.8港元；新濠国际发展(00200)涨3.34%，报4.33港元。
消息面上，据报道，澳门旅游局局长文绮华表示，受惠于珠海和横琴深合区赴澳旅游“一周一行”和“一签多行”等政策，经重估后预料2025年全年旅客量可达3800万至3900万人次，贴近2019年的水平。文绮华还称，今年春节黄金周共8日，预计日均旅客18.5万人次，其中国际旅客约8000人次。
大摩发布研报称，预计1月的日均赌收将同比升1%至6.28亿澳门元，而2月日均赌收则增7%至7.09亿澳门元。撇除新春影响，预计今年首两个月的日均赌收同比升4%至6.67澳门元，相当于2019年的78%。小摩则表示，虽然宏观状况欠佳，但去年第四季澳门博彩收入表现是连续20个季度最好，且目前行业估值低，为平均EBITDA的约9倍，因此关注个别股份alpha投资机会。
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