智通财经APP获悉，博彩股延续跌势，截至发稿，新濠国际发展(00200)跌3.44%，报3.37港元；金沙中国(01928)跌2.74%，报12.8港元；永利澳门(01128)跌1.62%，报4.86港元；美高梅中国(02282)跌1.37%，报9.34港元。
消息面上，澳门特区行政长官岑浩辉在特区立法会发表首份施政报告提及，特区政府今年的财政预算中，博彩业首季收益未能达到预期目标，若其后收益仍未能达标，将会直接影响整个财政基础。摩根士丹利认为，澳门博彩股短期内存在下行风险。该行指出，澳门2025年施政报告显示税收展望疲弱。当地人均消费持续下降，反映需求疲软，短期内难以复苏。博彩业面临挑战，预计2025年第一季度EBITDA同比下降5%，尽管博彩总收入同比增长1%，显示负营运杠杆和利润率下降。
瑞银发布研报称，在各细分市场中，本月迄今的大众博彩(Mass)每日博彩收入环比下降约5-6%；贵宾博彩(VIP)每日博彩收入则环比下降约4-5%，其中贵宾博彩的中场赢率(VIPhold)约为3%-3.3%。展望即将到来的五一黄金周，该行预测，澳门酒店预订趋势较去年同期疲弱。据该行追踪的30间酒店，无法入住或售罄的酒店比去年同期减少了5家，同类型酒店价格比去年同期下降了约15%。
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