金吾财讯 | 中信里昂报告指出，澳门今年黄金周首两天访客量按年增长0.6%至30.37万人次，平均每日访客量达15.19万人次，较2019年同期高3%。预计10月博彩收入将按年增长9%至226亿澳门元，而市场共识预期增长11%，主要受惠于黄金周假期延长及人民币走强等因素支持。
中信里昂表示，澳门博彩业未来六个月将继续受惠于人民币走强及内地工业企业盈利改善等宏观因素支持。该行预计人民币兑美元汇率将于2026年及2027年底分别升至7.09及7.05。
该机构维持对澳门博彩股正面看法，目前行业2026年预测企业价值倍数为10.7倍，低于长期平均的13.9倍。除澳博(00880)评级为“持有”外，其余博企均获“优于大市”评级。银娱(00027)及美高梅(02282)为该行首选。
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