《大行》瑞银升下半年澳门博彩总收入增长预测至12% 上调永利(01128.HK)评级至“买入”

阿斯达克财经
Aug 26, 2025

瑞银研究报告指,将澳门2025年下半年博彩总收入(GGR)按年增长预测由7%上调至12%,对比今年上半年按年增长4%。该行认为,澳门的博彩市场格局正在转变,酒店客房增长不再是市场份额增长的主要推动因素,关键因素已变成赌台分布、高端产品及服务等,并料中低端中场业务持续受到内地旅游竞争及中国宏观环境的挑战。随着博彩市场持续高端化,该行预期高端博企如永利澳门(01128.HK) 及美高梅中国(02282...

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