智通财经APP获悉，摩根大通发布研究报告称，预计在今年12月首15日的博彩总收入(GGR)为85.5亿澳门元，或每天约5.7亿澳门元，这意味着上周的收益率按周保持稳定，约为每天5.78亿澳门元，而中场GGR约为疫前的105%-110%，贵宾业务收入的恢复率仅为低位20%，略低于第三季的恢复率，相关数据完全符合预期。
该行表示，尽管澳门股票行业的估值较低，但由于短期内缺乏正面的催化剂，市场β值等可能仍然是澳门股票的最大动力。因此，将重点关注具有阿尔法(α)机会的股票选择，并指银河娱乐(00027)将是2025年的首选，因为它具有独特的盈利势头，尤其是2024年第四季度，亦指其估值出人意料地低，该行的推荐顺序为，银河娱乐(00027)，其次为永利澳门(01128)、金沙中国(01928)及美高梅中国(02282)，之后为澳博控股(00880)，再其次为新濠国际发展(00200)。
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