永利澳门（01128）今日盘中股价大涨5.11%，领涨澳门博彩股。多家券商发布积极报告，看好澳门博彩业前景，推动相关股票走强。
据悉，澳门博彩监察协调局此前公布的数据显示，7月博彩毛收入同比增长19.0%至221亿澳门元，创疫情以来新高，已恢复至2019年同期的90%。汇丰银行预计，8月澳门博彩收入将达216至227亿澳门元，同比增长9%至15%。汇丰指出，未来几个月密集的非博彩活动将持续吸引客流，支撑博彩业复苏。
中信证券表示，丰富的演艺活动以及新开/翻新物业有效吸引核心博彩客群，同时行业赢率或存结构性提升空间。该机构还指出，澳门博彩作为高端可选消费的重要风向标，或受益于近期内地高端消费者消费意愿的边际改善。在中性假设下，中信证券预测2025年澳门博彩业总收入将实现8-10%的增长。这些利好因素共同推动了永利澳门等博彩股的上涨。
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