高盛发表研究报告指，澳门赌业股股价过去一个月平均回落7%，与其他旅游行业股份表现相近，当中金沙中国(01928.HK) 跌幅最大，累计下跌15%，与金沙去年12月份市占率表现较预期弱亦一致。
不过高盛指出，即使市场对竞争激烈可能再次加剧感到忧虑，但仍对该行业持正面看法，认为2025财年展望更为有利，主要由于近月来泰国等东南亚国家旅游安全问题备受关注，可能促使内地旅客改到澳门旅游，令澳门旅客人次及博彩总收入录得潜在增长。
另外，该行亦相信中央出台的多项措施，包括多次入境签注等，将利好澳门旅游业发展，加上金沙、新濠国际发展(00200.HK) 等憧憬将增加资本回报或恢复派息，目前对澳门博彩行业2025财年展望更为看好，给予银娱(00027.HK) “买入”评级。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-20 16:25。)
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