智通财经APP获悉，高盛发布研报称，10月首12日的总博彩收入同比减少5%，较预期为低，对比本月首5日的博彩收入则同比增加3%。考虑到台风及前往海外国家旅游等因素，该行认为近期正向趋势已经逆转的论调属言之尚早。该行相信11及12月至明年2月的同比比较基础仍相当有利。
该行略微下调今年的博彩收入预测至同比增长8%，仍然看好金沙中国(01928)及银河娱乐(00027)，均予“买入”评级。另外，预期永利澳门(01128)第三季度业绩将超出预期，或在短期内为其股价带来正面动力。
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