《大行》大华继显:澳门4月赌收超预期3% 首选银娱(00027.HK)

阿斯达克财经
May 02, 2025

大华继显发表研报指,今年4月澳门博彩总收入(GGR)按年增长2%,但按月下跌4%,超出市场预期3%,恢复至2019年水平的80%。今年首季度,澳门旅客量按年增长11%,恢复至2019年水平的 95%。至于“五一”黄金周假期期间,澳门旅游局预计旅客量达63万人次,按年增长4%。大华继显维持对澳门博彩板块的“增持”评级,首选银河娱乐(00027.HK) ,认为该股有良好定位进一步抢占市场份额,特别是...

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