异动解读 | 永利澳门盘中大涨5.14%,瑞银上调评级至"买入"

异动解读
Aug 26, 2025

永利澳门(01128)今日盘中大涨5.14%,引发市场关注。该股价格走势强劲,主要受益于多重利好因素。

瑞银发布最新研究报告,将永利澳门的投资评级从"中性"上调至"买入",同时将目标价从6.1港元大幅提升至8.4港元。瑞银分析师认为,澳门博彩市场格局正在转变,高端产品和服务成为关键因素。永利澳门作为高端博企,有望维持或扩大市场份额。瑞银预计永利澳门今年第三季度中场市场份额将达到12.2%,较此前预测上升0.5个百分点。

此外,麦格理最新报告指出,澳门博彩业持续复苏,预计8月博彩总收入将同比增长13%至16%,达223亿至230亿澳门元。这将是今年连续第三个月实现双位数博彩总收入增长,进一步提振了市场对澳门博彩股的信心。在此背景下,多只博彩股今日走高,永利澳门的强劲表现引领行业上涨。

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