智通财经APP获悉，博彩股今日继续下挫，延续月内跌势。截至发稿，金沙中国(01928)跌5.41%，报19.05港元；新濠国际发展(00200)跌4.05%，报4.98港元；永利澳门(01128)跌3.65%，报6.34港元；美高梅中国(02282)跌3.16%，报14.4港元。
消息面上，摩根大通此前发布研报称，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。
瑞银表示，永利澳门9月的赌收市场份额显著上升，按月增加约200个基点，带动其第三季市场份额按季升150个基点；市场份额增加次高的公司是澳博，9月市场份额按月增约50个基点，但在第三季仍跌30个基点。该行表示，相对于市场预期，银娱和永利的市场份额高于预期，而美高梅、金沙中国和澳博则低于预期。
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