金吾财讯 | 博彩股受压，新濠国际发展(00200)跌3.26%，银河娱乐(00027)跌2.82%，金沙中国有限公司(01928)跌1.95%，永利澳门(01128)跌1.20%，澳博控股(00880)跌0.42%，美高梅中国(02282)跌0.23%。摩根大通发表研究报告指出，根据该行的查验，2月首22天澳门博彩总收益为143亿澳门元(下同)，即日均6.5亿元。上周的日均收益，涵盖农历新年假期的淡静及高峰时段为7.85亿元，低于该行预期的8.5亿元。该行表示，假期开始时表现呆滞，首4至5天日均收益约4.5亿元，按年录得双位数跌幅。但从第6天起，活动急升，每日博彩总收益突破12亿元，意味着按年增长10%至15%。鉴于农历新年表现好坏参半，该行微调2月博彩总收益预测至按年持平至增长2%(此前预测增长2%至5%)。撇除季节性及日历因素后，料2026年首两个月博彩总收益增长12%至13%(此前预测增长13%至14%)，与该行及市场的行业预测一致。
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