智通财经APP获悉，博彩股今日反弹，截至发稿，新濠国际发展(00200)涨5.57%，报3.6港元；永利澳门(01128)涨5.47%，报5.01港元；银河娱乐(00027)涨4.89%，报26.8港元；金沙中国(01928)涨4.47%，报13.54港元。
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%。花旗发表研究报告指，由于劳动节假期前的季节性淡季，因此对4月的放缓并不意外。该行维持4月赌收达180亿元的预测。
中信建投则指出，澳门博彩稀缺供给和高性价比出境游带来的需求β稳定性被持续证明，赛道格局稳定，年内ggr恢复度窄幅波动。年内入境便利措施持续优化，港澳办表示后续惠港惠澳政策持续。龙头博企年中以来市占率总体稳定，澳门银河优化及三期培育下市占率提升明显，金沙中国在伦敦人翻新影响下市占仍稳健，物业2025逐步释放关注增量。头部资产负债状况望优化，运营精细化，存量逻辑下仍建议关注效率提升、估值优势、分红及股东回馈提升、泰国等海外市场拓展机会等。
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