智通财经APP获悉，高盛发布研报称，今年首五个月澳门总博彩收入达977亿澳门元，同比增长2%，大致符合市场已下调的预测，单计5月博彩收入同比增长5%至212亿澳门元，增速较3月及4月的1%及2%有所加快，已恢复至2019年同期约82%水平，并创下疫情以来单月博彩收入新高，相信是来自于劳动节长假访客增长、多项旅游政策放宽后更多内地旅客到访，以及银河娱乐(00027)旗下超奢华酒店嘉佩乐酒店试业，新增的餐饮及高端博彩区吸引到一众高端客群等所推动。
假设贵宾厅博彩收入恢复至疫情前的约30%，高盛预期5月中场博彩收入已达至疫情前同期的115%水平。考虑到人民币兑美元走强，该行预测至年底将达到每7元人民币兑1美元，贬值风险减弱，加上夏天旺季临近，澳门将有多项演唱会等大型娱乐表演活动举行，将刺激市场气氛。高盛继续看好银娱，重申“买入”评级，认为市场对嘉佩乐酒店带动公司市占率提升的预期不足;同样憧憬金沙中国(01928)酒店房间数能满足更多游客，股价表现将向好，评级“买入”。
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