港股异动丨濠赌股普涨,美高梅5连涨续创阶段新高

老虎资讯综合
Jul 07

港股濠赌股持续活跃,其中,新濠国际发展、澳博控股涨超2%,汇彩控股、金沙中国涨超1%,尤其是美高梅中国实现5连涨,续创阶段新高。

消息上,瑞银最新研究报告指,将2025至26年澳门博彩总收入(GGR)的预测上调8至14%,以反映次季增速出乎意料。当中,中美关税并未影响博彩需求,次季访客数字亦因演唱会带动而有所提速,加上有新酒店,以及涉及珠海和横琴的新签证政策,将继续支持下半年需求增长。

股份方面,该行将美高梅中国评级升至“买入”,目标价由10股元升至15.9港元,并将新濠博亚、新濠及永利澳门评级由“沽售”升为“中性”,基于收入预测提高,目标价分别上调至8.8美元、5港元及6.1港元。行业首选为银娱及美高梅中国,而银娱目标价由34.2港元升至43.9港元,予“买入”评级。

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