博彩股尾盘由跌转升 美高梅中国(02282)升4% 里昂料澳门2026年总赌收目标将按年升5%

金吾财讯
Dec 31, 2025

金吾财讯 | 博彩股尾盘由跌转升,美高梅中国(02282)升4.03%,汇彩控股(01180)升3.23%,新濠国际发展(00200)涨2.35%,永利澳门(01128)升1.7%,澳博控股(00880)涨1.26%,银河娱乐(00027)涨1.1%。澳门统计暨普查局资料显示,今年11月酒店业场所的客房平均入住率按年上升0.7个百分点至90.2%,住客增加1.9%至119.3万人次;随团入境旅客按年下降12.5%至19.1万人次,按月则上升29.1%。里昂研指,预计澳门2026年总赌收目标将按年升5%至323亿美元,即日均赌收料为7.09亿澳门元。该行预期,明年人民币对美元的汇率将会走强,而且积极的行业利润指标将推动赌收增长。就个别公司而言,股息或仍会增加,特别是金沙中国(01928)和新濠博亚(MLCO.US)。另银娱(00027)和美高梅中国(02282)的派息比率有较大提高空间,继续列为行业首选股。

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