瑞银研究报告指，将2025至26年澳门博彩总收入(GGR)的预测上调8至14%，以反映次季增速出乎意料。当中，中美关税并未影响博彩需求，次季访客数字亦因演唱会带动而有所提速，加上有新酒店，以及涉及珠海和横琴的新签证政策，将继续支持下半年需求增长。
该行料下半年GGR按年升7%，而上半年为4%，全年GGR升6%。至于2026则升3%，因受到卫星场需求减少影响。2025至26年行业的经调整幸运因素(Luck-adjusted)EBITDA上调11%至22%，料2026年利润率有所改善，因卫星场关闭及竞争稳定，令2026年的经调整幸运因素EBITDA由前一年的约2%加速增长至7%。
股份方面，该行将美高梅中国(02282.HK) 评级升至“买入”，目标价由10元升至15.9元，并将新濠博亚(MLCO.US) 、新濠(00200.HK) 及永利澳门(01128.HK) 评级由“沽售”升为“中性”，基于收入预测提高，目标价分别上调至8.8美元、5元及6.1元。行业首选为银娱(00027.HK) 及美高梅中国，而银娱目标价由34.2元升至43.9元，予“买入”评级。澳博(00880.HK) 评级维持“沽售”，目标价由1.6元升至2.5元。(ss/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-03 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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