智通财经APP获悉，博彩股午后涨幅扩大，截至发稿，金沙中国(01928)涨5.45%，报21.28港元；银河娱乐(00027)涨5.44%，报42.26港元；永利澳门(01128)涨4.51%，报6.95港元；新濠国际发展(00200)涨4.34%，报5.05港元。
消息面上，澳门博监局此前公布，7月博彩毛收入同比增长19.0%至221亿澳门元，创疫情以来新高，已恢复至2019年同期的90%。汇丰此前发布，澳门未来几个月密集的非博彩活动将持续吸引客流。假设本月剩余时间的日均收入介乎6.8亿至7.6亿澳门元，则八月博彩收入将达216至227亿澳门元，按年升9%至15%，相较于7月升幅为19%。
中信证券表示，丰富的演艺活动以及新开/翻新物业有效吸引核心博彩客群，同时行业赢率或存结构性提升空间。但该机构判断需求端的变化为博彩行业数据好转的更核心原因，澳门博彩作为高端可选消费的重要风向标，或受益于近期内地高端消费者消费意愿的边际改善。在自上而下无增量利多/利空的中性假设下，该机构预测2025年行业GGR将实现8-10%的增长。
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