智通财经APP获悉，博彩股跌幅居前，截至发稿，汇彩控股(01180)跌8%，报0.92港元；金沙中国(01928)跌4.13%，报14.86港元；新濠国际发展(00200)跌3.21%，报3.32港元；美高梅中国(02282)跌2.74%，报10.64港元。
消息面上，澳门三间博彩承批公司将于2025年底前终止共11间卫星娱乐场的运营，卫星娱乐场模式将正式退出历史舞台。中信证券指出，本次卫星娱乐场全数结业与市场预期有所差异，但考虑到2024年卫星娱乐场GGR仅占行业低个位数百分比，且卫星娱乐场主要位于澳门半岛，认为本次事件对于头部运营商或并无扰动。
此外，澳门政府近日下调2025年全年博彩毛收入预估，从原定的2400亿澳门元调整至2280亿澳门元，预计年增长率由5.8%降至0.5%，平均每月博彩毛收入约190亿澳门元。根据澳门博监局数据，2024年全年博彩毛收入为2267.8亿澳门元。澳门财政局副处长何燕梅表示，此次博彩毛收入预算调整主要考虑全球经济不确定性及旅客博彩消费模式变化。
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