《大行》汇丰研究上调澳门今年博彩收入增长预测 升级金沙中国(01928.HK)至“买入”评级

阿斯达克财经
Jan 16

汇丰环球研究发表报告表示,对澳门博彩业看法更趋正面,因内地旅游需求及澳门入境旅客量保持强劲。该行将2026年澳门博彩总收入增长预测由4%上调至8%,至2,644.7亿澳门元,并预期2026年首季可继续录得双位数增长,因受惠于低基数效应。随着卫星赌场于2025年底退出市场,该行预期市场份额将出现转移。不过,考虑到金沙中国(01928.HK) 在2025年已将资本开支提升至接近行业水平,加上部分营运商...

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