摩根大通发表研究报告指，8月澳门博彩总收入(GGR)再创疫情后新高，按年增长12%至222亿澳门元，符合市场最新预期。与疫情前相比，8月博彩总收入已恢复至91%。该行认为，8月份表现反映澳门博彩业已出现转折点，当中财富效应及香港市场的充裕流动性，是推动需求的两大关键动能，并预期强劲势头将持续一段时间，预期明年首季博彩总收入与EBITDA将分别按年增长15%与21%。 股份方面，该行首选银河娱乐及美高梅中国，目标价分别为54港元及23港元；其次为金沙中国，目标价24.5港元，均予“增持”评级；同时予新濠国际发展“减持”评级，目标价4.5港元。
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