港股异动丨濠赌股盘初拉升 黄金周将至澳门旅游局料日均旅客达15万人次

中金财经
Sep 29, 2025

  港股濠赌股盘初拉升,其中,永利澳门涨4.6%,新濠国际发展涨超4%,澳博控股金沙中国涨约4%,美高梅中国涨3.4%,银河娱乐涨2%。   消息上,据《澳门日报》消息,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。   有分析称,旅客量是澳门博彩业最核心的驱动因素。日均15万人次的客流量将直接转化为赌场人流增加,尤其是中场业务(大众赌客)的投注额和收入有望大幅提升。预计短期内博企营收和股价均有望受到提振。建议重点关注业务布局均衡、非博彩能力突出的龙头股,如金沙中国、银河娱乐、新濠国际发展等。但中长期仍需观察消费复苏的可持续性和行业竞争格局变化。(格隆汇)             【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱:news_center@staff.hexun.com   

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