港股异动丨濠赌股盘初拉升 亚博科技控股涨超7% 摩通看好澳门博彩股明年趋势

中金财经
Nov 26, 2025

  港股濠赌股盘初集体拉升上涨,其中,亚博科技控股涨超7%领衔,金沙中国涨3.3%,金界控股涨2.2%,美高梅中国涨近2%,银河娱乐永利澳门澳博控股汇彩控股均涨超1%。   消息上,摩根大通研报指出,根据其核查,今个月前23天的博彩总收入为156亿澳门元,即日均6.78亿澳门元。虽然上周的日均收入因高基数影响,按周放缓了4%,降至6.42亿澳门元,但本月至今的趋势显示,收入较去年11月增长超过10%,处于摩通预测的上限,暗示了该行对澳门博彩今年第四季按年增长13%的预测,存在适度的上行空间。   摩通认为,澳门博彩收入略微强劲,但濠赌股股价略低,但看好博彩股在明年的趋势。短期而言(约6个月),摩通看好金沙中国,因预计其在明年2月底宣布业绩时提高股息,并在今年第四季获得更大的市场份额和利润。          

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