异动解读 | 美高梅中国盘中大涨5.11%,第三季度业绩超预期,高端需求强劲

异动解读
Nov 03, 2025

美高梅中国(02282)今日盘中大涨5.11%,引起投资者广泛关注。截至盘中,该股报价15.45港元,成交额1990.68万港元。

消息面上,美高梅中国近日公布了2025年第三季度业绩,数据亮眼。公司总收益约85.1亿港元,同比增长17.39%,主要得益于主场地赌台投注额的增加。值得注意的是,公司总经调整EBITDA达到约23.73亿港元,同比增长19.6%,表现优异。

中金公司在最新研报中指出,美高梅中国2025年第三季度业绩好于市场一致预期。受高端需求驱动,公司业务表现强劲,其中美狮美高梅和澳门美高梅的总博彩收入分别恢复至2019年第三季度的170%和104%。此外,鉴于2025年10月博彩收入市场份额的强劲表现,管理层预计美高梅中国将实现超1亿美元的EBITDA,有望创下单月收入和EBITDA数据的历史新高。这一积极展望进一步提振了投资者信心。

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