异动解读 | 新濠国际发展盘中大涨5.04%,澳门博彩收入强劲增长提振信心

异动解读
Aug 05, 2025

今日盘中,新濠国际发展(00200)股价大涨5.04%,引发市场关注。这一涨势可能与摩根大通发布的最新研究报告有关,该报告对澳门博彩业前景持乐观态度。

根据摩根大通的报告,澳门7月博彩收入同比增长19%,达221亿澳门元,创疫情以来新高,远超市场预期的13%增幅。与疫情前水平相比,7月博彩收入已恢复约90%。其中,中场及角子机收入恢复120%至125%,贵宾厅收入恢复30%至35%。摩根大通认为,这一强劲数据反映了澳门需求自第二季度起已呈现实质性改善,高端客群自4月起持续回升。

然而,值得注意的是,尽管摩根大通对澳门博彩股整体持乐观态度,但在其推荐排序中,新濠国际发展位列最后。该行首选美高梅中国和银河娱乐,其次是新濠博亚娱乐、金沙中国、永利澳门和澳博。尽管如此,整体利好的行业前景似乎仍然推动了新濠国际发展股价的上涨。投资者可能需要密切关注该公司未来的具体表现,以评估其长期增长潜力。

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