博彩股持续活跃 永利澳门(01128)涨4.60% 国庆长假即将到来 旅游局料访澳客量日均达十五万人次

金吾财讯
Sep 29, 2025

金吾财讯 | 博彩股持续活跃,截至发稿,永利澳门(01128)涨4.60%,新濠国际发展(00200)涨3.76%,金沙中国有限公司(01928)涨3.58%,澳博控股(00880)涨3.83%,美高梅中国(02282)涨3.27%,银河娱乐(00027)涨1.94%。消息面上,据澳门日报报道,内地国庆“十一”黄金周长假即将展开,澳门旅游局长文绮华受访表示,预期今年国庆假期访澳客量胜去年,料日均达十五万人次,并对酒店入住率持乐观看法。文绮华表示,去年数据显示“十一”国庆假期日均访客量达到十四万人次,今年估算约十五万人次,平均每日较去年多一万人次。一方面受惠于中央惠澳政策,例如珠海“一周一行”、横琴的“一签多行”等;另一方面,今年假期较去年长,特别是今年国庆与中秋假期能够形成叠加效应,八日总客流量料逾百万人次。她形容虽不及农历新年的客流高峰,但亦是“相当不错的数字”。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。

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