金吾财讯 | 博彩股全线下滑，美高梅中国(02282)跌4.05%，新濠国际发展(00200)跌3.53%，永利澳门(01128)跌2.78%，澳博控股(00880)跌2.43%，金沙中国有限公司(01928)跌2.00%，银河娱乐(00027)跌1.41%。
摩根士丹利研究报告指，去年十一黄金周的前五天，澳门日均博彩收入约为11亿澳门元。由于今年农历新年假期的入住率与该时段相若，且平均每日房价(ADR)高约25%，预期今年农历新年假期的博彩收入将与去年十一黄金周相若、甚至更强劲。该行数据显示，今年农历新年假期的每日房价较去年十一黄金周高25%，并较去年同期高29%；入住率(客房售罄的天数)与去年十一黄金周相近，但较去年同期下降约7个百分点。基于入住率较高，该行预期今年节后需求将延续更长时间，支持其对2月博彩总收入按年增长13%的预期。同时，该行预期行业今年首季的EBITDA将按年增长16%，令市场上调盈利预测。
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