金吾财讯 | 博彩股震荡走强，截至发稿，永利澳门(01128)涨4.42%，金沙中国(01928)涨3.9%，美高梅中国(02282)涨3.65%，新濠国际发展(00200)涨3.1%，银河娱乐(00027)涨2.38%。消息面上，日前，澳门博彩监察协调局公布，去年全年幸运博彩毛收入2267.82亿澳门元(下同)，当中贵宾百家乐毛收入547.64亿元，占总体幸运博彩毛收入占比24.1%，按年升21%；去年贵宾厅百家乐毛收入相当于2019年1352.28亿元的40.5%。单计去年第四季，澳门幸运博彩毛收入574.2亿元，按季升3.2%，去年第四季贵宾百家乐毛收入139.92亿元，占总体幸运博彩毛收入占比24.4%。摩根士丹利发研报指，澳门新春假期酒店平均房价按年下降15%至40%，并较去年十月黄金周时期低出10%至30%，而入住率则按年基本持平。不过，该行称，澳门入境旅客数字强劲，自今年珠海市户籍居民可以申请办理赴澳门旅游“一周一行”签注后，1月上半月的珠海居民访澳人数按年增长26%。预计本月日均赌收将按年升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，料今年首两个月日均赌收按年升4%至6.67澳门元，相当于疫情前2019年的78%。
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