智通财经APP获悉，博彩股早盘走高，截至发稿，金沙中国(01928)涨6.29%，报18.26港元；银河娱乐(00027)涨5.42%，报31.1港元；永利澳门(01128)涨3.77%，报5.51港元；美高梅中国(02282)涨4.11%，报10.64港元。
消息面上，金沙中国公布全年业绩，净收益总额同比增长8.4%至70.8亿美元；纯利录10.45亿美元，同比升51%；每股盈利12.91美仙。派末期息每股25港仙。大摩近期指出，金沙中国自2020年4月以来首次在公告中加入“考虑派付末期股息之建议”的字眼，并最终宣派股息。大摩认为这是正面信号，因许多投资者并不预期2024年会有任何股息。
小摩发布研报称，预测澳门2月份博彩收入将介于183亿至194亿澳门元，同比跌1%至升5%。该行认为今年全年博彩收入可能仅录得低单位数增幅，目前预测同比增长2%。摩根大通认为市场预期已降至平稳增长，只要未来行业数据不进一步恶化，行业表现或大致跟随市场贝塔值及流动性变化。
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