新濠国际发展（00200）今日盘中大跌6.81%，报3.84港元，领跌澳门博彩股。此轮下跌主要受两大利空因素影响。
首先，澳门警方近期采取行动，打击涉嫌参与非法兑换货币的犯罪团伙，逮捕42人。瑞银分析认为，这一行动可能影响高端玩家的资金来源能力，预计将对博彩行业短期气氛造成压力。虽然其他合法资金渠道如自动柜员机可能部分抵消这一影响，但市场仍需要时间评估其对总博彩收入的实际影响。
其次，新濠国际发展公布的2024年全年业绩显示，尽管净收益同比增长22.5%至361.73亿元，但公司仍录得7.85亿元亏损。虽然较上年同期17.44亿元的亏损有所收窄，但连续多年的亏损表现仍令投资者信心受挫。公司宣布不派息，这可能进一步打击了市场对其股票的热情。
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