智通财经APP获悉，摩根大通发布研报称，根据行业数据，澳门2月首十五天博彩总收入录得88亿澳门元，换言之月内日均博彩收入为约5.87亿澳门元，其中过去一个星期日均博彩收入回落至5.43亿澳门元，对比2月首个星期及1月分别为6.25亿及7.3亿澳门元。
摩通认为博彩收入放缓与农历新年前季节性因素以及贵宾厅赢率较低有关，强调新春之前的博彩收入表现并不能反映真实需求，因此该行不要进行过多解读。展望农历新年期间及2月表现，该行预测未来几个星期的博彩收入仍会出现波动，第三及第四个星期日均博彩收入可能分别介乎8.5亿至10亿澳门元及7.5亿至8亿澳门元，目前预测2月份博彩总收入将同比增长2%至5%，达到201亿至207亿澳门元，即日均水平为7.2亿至7.4亿澳门元，首两个月合计料同比增长13%至14%。
选股方面，该行建议投资者聚焦于个别股份，而非等待行业整体估值重估，列银河娱乐(00027)为首选，给予“增持”评级，其余偏好依次为美高梅中国(02282)、金沙中国(01928)及永利澳门(01128)、新濠博亚娱乐(MLCO.US)、新濠国际(00200)，以及澳博控股(00880)。
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