海外社服：2026 年港股消费服务投资策略——把握确定性，关注边际改善澳门博彩。代表供给受限的高端消费，博彩收入具备韧性，10 月博彩毛收入同比增长16%，创下疫后单月最高记录，受益于签证放松政策，演唱会等的带动。板块的结构方面来看，去年到今年引领行业增长的是中场博彩，但是今年的三季度，贵宾博彩的增长也开始加速，贵宾收入同比增长29%，恢复到2019 年的54%，中场博彩收入在三季度同比增长7%，...
Source Link海外社服：2026 年港股消费服务投资策略——把握确定性，关注边际改善澳门博彩。代表供给受限的高端消费，博彩收入具备韧性，10 月博彩毛收入同比增长16%，创下疫后单月最高记录，受益于签证放松政策，演唱会等的带动。板块的结构方面来看，去年到今年引领行业增长的是中场博彩，但是今年的三季度，贵宾博彩的增长也开始加速，贵宾收入同比增长29%，恢复到2019 年的54%，中场博彩收入在三季度同比增长7%，...
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