智通财经APP获悉，博彩股涨势延续，截至发稿，新濠国际发展(00200)涨6.63%，报4.02港元；银河娱乐(00027)涨4.07%，报31.95港元；永利澳门(01128)涨1.64%，报5.57港元；金沙中国(01928)涨1.28%，报15.82港元。
消息面上，近日，新濠国际发展发布公告，附属新濠博亚娱乐2025年第一季度的总营运收益为12.3亿美元，同比增加约11%。总营运收益增加，主要可归因于所有博彩营运及整体非博彩营运的表现均有改善。银河娱乐发布公告，于2025年第一季度，集团净收益为112亿港元，按年上升6%，按季下跌1%。集团经调整EBITDA为33亿港元，按年上升16%，按季上升2%。中金指出，五一黄金周期间，银河娱乐总博收市场份额有所增长，博彩收入增幅超过行业平均水平(行业整体同比增长 12%)，得益于强劲的业务量和贵宾赢率。
摩根大通指出，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。
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