港股异动 | 博彩股午后涨幅扩大 中秋国庆双节将至 博彩企业普遍预期需求强劲

智通财经
Sep 26, 2025

智通财经APP获悉,博彩股午后涨幅扩大,截至发稿,新濠国际发展(00200)涨5.03%,报5.64港元;银河娱乐(00027)涨3.08%,报42.9港元;澳博控股(00880)涨2.59%,报3.17港元;美高梅中国(02282)涨1.72%,报16.01港元。

消息面上,为防范超强台风“桦加沙”,澳门特区政府于9月23日下午5时关闭赌场,至9月25日凌晨2时重开,历时33小时。汇丰表示,赌场停业或进一步抑制国庆黄金周前的淡季需求。但分析人士表示,中秋国庆“超级黄金周”已然临近,旅游业的强劲复苏也为博彩股带来长期信心。

高盛此前发布研报称,对于十一黄金周,基于酒店预订几乎“爆满”,以及与客户沟通的情况,博彩企业普遍预期需求强劲,而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出,若9月与国庆期间的游客数量与赌场收入较好,对龙头博彩股将受益。

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