智通财经APP获悉，博彩股早盘普跌，截至发稿，银河娱乐(00027)跌4.58%，报28.15港元；金沙中国(01928)跌4.49%，报16.16港元；永利澳门(01128)跌3.65%，报5.01港元；美高梅中国(02282)跌3.27%，报9.75港元。
消息面上，澳门博彩监察协调局数据显示，1月博彩收入为182.54亿澳门元，同比下滑5.6%，为连续第二个月同比负增长。里昂发表研报指，澳门今年1月博彩总收入为183亿澳门元，较预期低6%，表现不尽如人意。另外，今年1月29至31日期间，澳门平均每天仅有15.06万人次游客，游客数量也不多。
高盛此前发布研报称，澳门博彩业业绩揭开序幕。考虑到澳门上季博彩收入短暂回调及促销预算更高，该行将2024至2026年澳门博彩股的EBITDA预测下调8%至上调8%，目标价各下调7%至上调13%。该行认为，尽管促销预算趋势的逆转可能再次引发市场竞争加剧的忧虑，但该行维持对澳门澳门博彩股的建设性看法。
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