港股异动 | 博彩股普涨，澳门7月博彩收入超预期，多家大行看好前景
8月7日，博彩股普遍走高，截至发稿，金沙中国涨超4%，银河娱乐涨超3%，澳博控股、美高梅中国涨超2%。
消息面上，澳门博彩监察协调局近日公布，今年7月份澳门幸运博彩毛收入221.25亿澳门元，同比升19%。今年前7个月澳门博彩毛收入累计达1408.96亿澳门元，同比升6.5%。摩根士丹利表示，澳门博彩收入连续两个月超预期表现，促使该行将今年博彩收入按年增长预测由5%上调至10%，EBITDA增长预测由2%上调至6%，这带来显著的正向经营杠杆、竞争减少和盈利预估的提升。尽管近期表现优异，但如果增长得以维持，该行认为该行业估值仍偏低。
汇丰环球研究报告指，澳门上月博彩毛收同比升19%超预期，高端需求超出该行预测，实地视察显示需求强劲情况将更为持久，尤其在未来数月。部分业界指需求上升基于旅游频率增加及高端中场玩家博彩预算增加。该行认为，纵使澳门博彩股自6月博彩毛收公布以来上升20%，但潜在增长动力延续至8月及其余季度，以及估值不高可推动股价上升。
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