智通财经APP获悉，摩根大通周一启动对博彩及酒店业的全面覆盖研究，首次覆盖19只个股并给予评级。该行将佩恩国民博彩(PENN.US)、红岩度假村(RRR.US)和凯撒娱乐(CZR.US)列为首选博彩股，希尔顿全球控股(HLT.US)和莱曼酒店物业(RHP.US)则成为酒店业首选，这五只个股均获"增持"评级。
报告指出，博彩行业虽风险丛生，但潜在回报可观。而当前酒店业环境被描述为"唯一可以确定的只有不确定性"。
"显而易见的是，当前经济环境充满高度不确定性——关税政策、利率走向及地缘政治紧张局势的余波，给原本韧性十足的美国消费者蒙上阴影。相应地，我们在博彩板块采取战术性选股策略，看重其风险回报比;在酒店板块则愿为具备持续增长轨迹和盈利能见度的优质个股支付溢价。"
其他获得摩根大通"增持"评级的个股包括丘吉尔唐斯(CHDN.US)、凯撒娱乐(CZR.US)、DraftKings(DKNG.US)、Sportradar(SRAD.US)和永利度假村(WYNN.US)。而精选国际酒店(CHH.US)、公园酒店度假村(PK.US)和Sunstone酒店投资者(SHO.US)则被给予"卖出"评级。
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