金吾财讯 | 摩根大通研究报告指出，澳门博彩业在5月首5天的博彩总收入(GGR)达10.2亿澳门元，尽管面对去年同期高基数，仍实现强劲的12%按年增长，并恢复至疫情前五月黄金周水平的90%以上。该数据大幅超越预期的日均8.5亿澳门元，创多年来最大幅度超预期表现，增长尤其令人鼓舞。该行指，过半数澳门博企已公布首季业绩，该行认为现阶段财报对股价刺激有限。重点将落在管理层对黄金周超预期表现可持续性的解读，以及各营运商的细分数据。该行续指，仍然对澳门数据预测仍持审慎态度，暂不建议急于上调模型中的复苏预期。但需强调，原预测的五月GGR按年持平现面临显着上行风险，若最终录得中高单位数按年增长亦不足为奇。该行表示，短期（3-6个月）首选美高梅中国(02282)，建议以新濠国际发展(00200)与澳博控股(00880)作为对冲宏观与行业波动的空头标的。中长期（6-18个月）首选银河娱乐(00027)。
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