汇丰环球研究报告指，澳门5、6月博彩总收入(GGR)连续两个月好过预期，令该行对全年展望更正面，将全年GGR增长预测由3%提升至6%，并表示留意到GGR增长由高端客户推动，同时访客量增加亦有助加速增长。不过，该行认为高端需求的可视度仍较低，因此预期需求只会持续但不会加速。在消费情况不确定下，该行需要见到更多需求持续的明确信息，才会变得更积极。
该行将全年行业EBITDA预测上调4%，将新濠博亚(MLCO.US) 目标价由6美元升至7.7美元，维持“持有”评级；银娱(00027.HK) 目标价由41.5元升至42.5元，维持“买入”评级；美高梅中国(02282.HK) 目标价由14.5元升至16.5元，维持“买入”评级；金沙中国(01928.HK) 目标价由16元升至17元，维持“持有”评级；但该行将永利澳门(01128.HK) 目标价由6.1元下调至6元，，维持“持有”评级。
汇丰环球研究认为投资者应保持选择性，看好银娱，因其新酒店嘉佩乐开幕获正面评价，有助吸引高端需求，加上有多个活动等待推出。同时亦看好美高梅中国，因低基数效应下，下半年增长加速，并有新供应。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-04 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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