* 香港股市澳门博彩股周一大幅反弹,中华博彩指数.CSICESG10盘中一度劲升5.3%,创2024年12月31日以来新高。
* 澳门博彩监察协调局公布,2月幸运博彩毛收入197.4亿澳门元,同比增6.8%。美国投行富瑞对此在报告中点评称,这好于预期,预计2025财年澳门幸运博彩毛收入仍将实现中至高单位数的同比增长。
富瑞并指,澳门博彩运营商在业绩期电话会议的评论进一步增加了宏观环境正在改善的乐观预期,一些公司提到了春节的长尾效应;预计金沙中国有限公司1928.HK将会逆转此前的不佳表现,银河娱乐0027.HK仍然是首选。
* 银河娱乐、美高梅中国2282.HK、金沙中国有限公司、永利澳门1128.HK、新濠国际发展0200.HK涨幅介于3.5-7.7%。(完)
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(发稿 徐凯文;审校 张喜良)
((kaiwen.xu@thomsonreuters.com))
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