海外消费周报:新改造的酒店房间和更激进的再投资促进业绩提升

申万宏源研究
25 Jul

本期投资提示:海外社服: 金沙中国2Q25 业绩点评——新改造的酒店房间和更激进的再投资促进业绩提升二季度,中国澳门的博彩毛收入同比增长8%,恢复到2019 年的83%。按照业务板块拆分,贵宾博彩毛收入同比增长23%,恢复到2019 年的47%,中场博彩毛收入同比增长4%,对比2019 年增长16%,贡献总收入的73%。我们认为二季度博彩收入具备韧性主要受益于受限的供给,演唱会的带动,以及VIP ...

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