周二盘中,美高梅(MGM)股价大涨5%,引发市场关注。这一涨势主要受到澳门博彩业强劲表现的推动。
据报道,澳门公布6月份博彩收入同比增长19%,达到211亿澳门元(约26.1亿美元)。这一数据超出市场预期,摩根大通分析师丹尼尔·波利策表示,许多投资者预期博彩总收入年同比增长仅为12-14%。
作为在澳门拥有重要业务的主要赌场运营商之一,美高梅通过其持股56%的美高梅中国公司在澳门开展业务。澳门博彩业的强劲复苏直接benefited美高梅,推动其股价上涨。值得注意的是,美高梅在澳门的业务在2024年贡献了公司21%的EBITDAR(息税折旧摊销前利润)。这一利好消息不仅影响了美高梅,其他在澳门有业务的美国赌场运营商,如永利度假村和拉斯维加斯金沙,在盘前交易中股价也出现明显上涨。
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