新濠国际发展（00200）今日盘中大涨5.04%，引发市场关注。这一涨幅可能与澳门博彩业整体复苏态势强劲有关。
据摩根大通最新研究报告显示，澳门7月博彩收入同比增长19%至221亿澳门元，创疫情以来新高，远超市场预期。与疫情前水平相比，7月博彩收入已恢复约90%，其中中场及角子机收入恢复度更高达120%至125%。摩根大通认为，这一强劲表现足以反驳投资者对澳门复苏的质疑，并表明自第二季度以来，澳门需求已呈现实质性改善。
尽管摩根大通在濠赌股投资优先级中将新濠国际发展列为最后，但该行仍维持对整个濠赌板块的乐观看法。市场似乎认为，作为澳门博彩业的重要参与者之一，新濠国际发展有望从行业整体复苏中受益，这可能是推动其股价上涨的主要因素。然而，投资者仍需密切关注公司的具体经营状况和未来发展策略。
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