港股异动 | 博彩股上涨,新濠国际发展涨超10%,国庆假期澳门游客量有望超过去年

智通财经
Sep 29, 2025

9月29日,博彩股延续近期涨势,截至发稿,新濠国际发展涨超10%,澳博控股涨超6%,金沙中国上涨5%,永利澳门涨近5%。

消息面上,国庆黄金周长假即将展开。澳门旅游局长文绮华受访表示,去年数据显示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。酒店预订方面,她指从年初到现在整体平均入住率基本接近九成,旺季八月酒店入住率甚至超过九成,故预测国庆假期入住率理想

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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