智通财经APP获悉，博彩股跌幅扩大，截至发稿，澳博控股(00880)跌15.57%，报2.06港元；新濠国际发展(00200)跌15.05%，报3.33港元；金沙中国(01928)跌14.25%，报13.36港元；银河娱乐(00027)跌12.77%，报26.3港元。
消息面上，澳门经济财政司司长戴建业表示，今年首三个月澳门赌收同比基本持平至576.6亿澳门元，仍未达到每月平均200亿元的预算水平。摩根士丹利发表报告预测，4月份澳门博彩收入将增长2%，达到189亿澳门元。该行指出，今年第一季度，澳门博彩收入同比增长0.6%，达到2019年第一季度的76%水平，可能导致行业EBITDA同比下降4%。澳门博彩股近期表现已反映澳门博彩业的弱势，但全年4%至5%的同比增长预测仍面临风险，EBITDA预测同样存在不确定性。
值得注意的是，近期有媒体报道，澳门警方采取行动，打击两个涉嫌参与非法兑换货币的犯罪团伙，并在澳门逮捕42人。瑞银认为，该新闻可能会影响高端玩家资金来源能力，但其他合法资金渠道例如自动柜员机可能会部分抵消这一影响。预计行业短期气氛承压，近期的博彩收入趋势应能让市场评估其对总博彩收入的实际影响。
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