金吾财讯 | 金沙中国(01928)早盘股价一度涨超3.8%，随后小幅回稳，暂报18.84港元，涨2.28%，成交额1.85亿港元。消息面上，根据母公司拉斯维加斯金沙集团(LVS)披露的季度财务业绩摘要，按美国公认会计原则，金沙中国2025年第2季净收益同比增加2.5%至17.9亿美元，净收入为2.14亿美元，同比下滑13%。金沙中国第二季经调整物业EBITDA为5.66亿美元，同比年升0.89%。摩根士丹利表示，金沙中国次季的经调整EBITDA基本符合下调后的市场共识预期。伦敦人EBITDA为2.05亿美元，按季增长34%、按年增长99%，但其他项目(特别是巴黎人按季下降33%)表现极为疲软。中场市场占有率按季上升90个基点至24.3%。大摩指出，金沙中国2025年上半年年化计算的企业EBITDA为20.2亿美元，较2025年市场共识预期低12%。该行维持对其“增持”评级及目标价17.5港元。
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