金吾财讯 | 博彩股强势，金沙中国(01928)涨5.94%，银河娱乐(00027)涨4.92%，永利澳门(01128)涨3.77%，美高梅中国(02282)涨3.72%，澳博控股(00880)涨2.93%，新濠国际发展(00200)涨2.47%。消息面上，澳门统计暨普查局资料显示，今年1月入境旅客共364.7万人次，按年升27.4%。不过夜旅客(215.5万人次)及留宿旅客(149.1万人次)按年分别增加45.6%及7.9%。旅客平均逗留时间为1.0日，较去年同期缩短0.2日，主要是不过夜旅客占比按年上升所致；不过夜旅客平均逗留时间(0.3日)增加0.1日，留宿旅客(2.2日)则维持不变。
另外，此前摩根大通发布研报称，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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