智通财经APP获悉，博彩股延续近期涨势，截至发稿，澳博控股(00880)涨4.92%，报2.77港元；新濠国际发展(00200)涨2.49%，报4.94港元；美高梅中国(02282)涨1.68%，报14.5港元；金沙中国(01928)涨1.25%，报17.86港元。
消息面上，摩根士丹利发表研究报告指，澳门6月赌收同比增长19%至211亿澳门元，较该行及香港同业分析员同业预测高出9%，相信是由于去年同期的低基数和张学友举行演唱会所带动。该行预期澳门7月赌收将达204亿澳门元，同比增长10%，而今年全年赌收则达2380亿澳门元，同比增长5%。
里昂指出，预计澳门博彩特许经营商在2025年第二季度将实现6.9%按年EBITDA增长，达20.55亿美元，受总博彩收入(GGR)按年增长8.3%至611亿澳门元的支持。该行表示，过去三个月人民币兑美元升值1.4%，促使将GGR复苏预期从2026年提前至2025年。
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