港股异动 | 博彩股逆势上扬 美高梅中国(02282)涨超6% 新濠国际发展(00200)涨超4%

智通财经
Jul 31, 2025

智通财经APP获悉,博彩股逆势上扬,截至发稿,美高梅中国(02282)涨6.67%,报16.64港元;新濠国际发展(00200)涨4.02%,报5.44港元;金沙中国(01928)涨1.82%,报19.06港元;银河娱乐(00027)涨1.32%,报38.45港元。

消息面上,美高梅中国公布,根据国际财务报告准则,截至今年6月30日止第2季度,总收益为86.67亿港元,同比增长8.89%;上半年总收益为166.61亿元,同比增长2.73%。第2季公司的经调整EBITDA为25.11亿元,同比增长2.79%,创新高。花旗指出,将美高梅目标价从17.1港元上调至18港元,并维持“买入”评级。

花旗维持2025年7月GGR预测为210亿澳门元(约为2019年7月水平的86%,同比增长13%),预计郭富城(新濠影汇)、林忆莲(金沙中国威尼斯人综艺馆)及汪峰(美高梅)的演唱会将支持本月剩余时间的日均GGR维持在约6.68亿澳门元。此外,麦格理最近将2025年澳门总博彩收入的预估上调5%至2,357亿元,代表全年按年增长4%。

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