智通财经APP获悉，博彩股延续跌势，截至发稿，新濠国际发展(00200)跌5.49%，报4.13港元；银河娱乐(00027)跌3.64%，报33.88港元；澳博控股(00880)跌2.38%，报2.05港元；美高梅中国(02282)跌2.24%，报10.93港元。
消息面上，澳门2026年一季度总博彩收入(GGR)同比增长14%至659亿澳门元。里昂近期发布研报称，尽管澳门2026年一季度 GGR表现良好，里昂认为未来有机正面惊喜的空间已减少，因为其预计近期行业盈利能力将恶化，而这一变化领先澳门GGR增长约六个月。不过，人民币走强仍有望提供支撑。
富瑞发布研报称，4月初稳健开局对目前濠赌股股价水平构成支持，但对整个行业而言大致中性，主要因为轻松的比较基数即将结束，加上地缘政治因素影响。大摩此前预计，因下半年博彩收入受基数效应影响，增长将放缓，且基本中场持续疲弱。该行预期5月起博彩收入将按年增长放缓，而第二及第三季更会录得EBITDA负增长。
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