BofA上调赌场股目标价 澳门实力催化增长预期

华尔街洞察
Jul 15, 2025

美国银行全球研究部门近日上调了多家美国赌场运营商的股价目标,包括拉斯维加斯金沙集团(LVS.N)、永利度假村(WYNN.O)和米高梅国际度假村集团(MGM.N),这一举措源于澳门市场强劲表现所提振的信心。经纪商强调,投资者正对潜在下半年增长持更乐观态度,主要受5月和6月博彩收入加速增长的推动。

该公司分析称:“尽管近期澳门博彩总收入数据表现抢眼,但促销活动可能逐步升温,因部分增长动力来自VIP业务领域。”此外,标准普尔500赌场与博影子指数(.SPLRCCCGL)年内迄今攀升5.25%,彰显了该板块的持续韧性。

具体股价目标调整如下: - 拉斯维加斯金沙集团:自45美元上调至52.5美元 - 米高梅国际度假村集团:从35美元升至40美元 - 永利度假村:自100美元调高至125美元

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