美高梅中国(02282)今日盘中大涨5.43%,引发市场关注。该股涨势强劲,反映了投资者对澳门博彩业前景的乐观情绪。
据澳门博彩监察协调局公布的数据显示,今年6月份澳门幸运博彩毛收入达210.64亿澳门元,同比增长19%,不仅实现了双位数增长,而且超出了市场预期。这一利好消息推动了整个博彩板块的集体上涨。除美高梅中国外,新濠国际发展、银河娱乐、金沙中国和永利澳门等博彩股均出现显著涨幅。
值得注意的是,今年前6个月澳门博彩毛收入累计达1187.71亿澳门元,同比增长4.4%。瑞银在此前的研报中指出,由于期间还有演唱会加场,加上新酒店嘉佩乐开幕,预计这一增长势头可能持续到7月初。美高梅中国作为澳门博彩业的重要参与者,有望从行业整体复苏中受益。
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