港股异动 | 博彩股午后跌幅扩大 小摩称黄金周博彩收入增速逊预期 但仍看好10月整体赌收

智通财经
Oct 10, 2025

智通财经APP获悉,博彩股午后跌幅扩大,截至发稿,金沙中国(01928)跌4.13%,报20.44港元;银河娱乐(00027)跌3.29%,报38.84港元;澳博控股(00880)跌3.19%,报3.03港元;新濠国际发展(00200)跌3.32%,报5.24港元。

消息面上,澳门博彩监察协调局此前公布,9月份澳门幸运博彩毛收入为182.89亿澳门元,同比增长6%。大摩发布研报称,澳门9月博彩总收入为183亿澳门元,同比增长6%,逊于市场及该行预期的9%,主要因台风导致赌场暂停营业33小时。

摩根大通则表示,澳门10月首五日的博彩总收入(GGR)达55亿澳门元,日均收入约11亿澳门元,是近5年来最好的黄金周表现。然而,与去年非常高的基数相比,同比仅增长3%,低过该行和市场预期。10月1日至5日的访客量持平,进一步拖累GGR增长,因台风令10月5日的访客量下跌25%。但该行对目前看似疲弱的增长势头并不担心,该行预计10月GGR同比增长11至13%,至230亿澳门元,达到6年来高峰。

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