永利澳门（01128）今日盘中大涨5.11%，引发市场关注。该股的强劲表现与澳门博彩业整体复苏密切相关。
数据显示，澳门博彩股今日普遍走强。除永利澳门外，金沙中国、银河娱乐和新濠国际发展等博彩股均出现明显上涨。这波涨势背后有多重利好因素支撑：首先，澳门博监局此前公布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%。其次，汇丰预计8月澳门博彩收入将同比增长9%至15%，显示行业复苏势头持续。
业内分析普遍看好澳门博彩业前景。中信证券指出，丰富的演艺活动和新开/翻新物业有效吸引核心博彩客群，同时行业赢率可能存在结构性提升空间。更重要的是，内地高端消费者消费意愿的边际改善或将benefiting澳门博彩业。在中性假设下，预计2025年行业总收入将实现8-10%的增长。这些积极因素共同推动了包括永利澳门在内的澳门博彩股今日的强劲表现。
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