《大行》花旗料澳门下半年GGR升6% 吁买入银娱(00027.HK)金沙(01928.HK)

阿斯达克财经
Jun 12, 2025

花旗研究报告指,澳门4、5月博彩总收入(GGR)增长重新加速,分别按年升2%及5%,并料6月按预期升5%。人均支出大致不变,反映消费者赌博意欲并未有受关税局势影响。该行料下半年受明星表演活动推动,GGR将按年升6%,意味着全年升4%,高过澳门政府最新预期的0.5%。报告指,下半年有暑假及国庆黄金周,该行倾向有较多酒店库存及新产品推出的公司,因此将银河娱乐(00027.HK) 列为澳门的行业首选,...

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