智通财经APP获悉，摩根大通发布研报称，根据行业调查，澳门今年5月首25天的博彩收入为179亿澳门元(下同)，即日均博彩收入7.16亿元。上周的日均博彩收入按周下降约5%至6.56亿元，符合预期。该行继续预测5月博彩收入同比增长2至4%，随后6月及7月的增长将趋于平稳。
然而，虽然濠赌股首季业绩胜于预期，行业股仍然出现回调。该行认为，目前濠赌股的买入门槛非常低，但板块仍然未见底，原因是市场正提前反映未来数月可见的博彩收入放缓。
该行认为，市场不需急于买入，对板块维持“中性/选择性”看法。对于专注于中线机遇的投资者，银河娱乐(00027)、永利澳门(01128)、金沙中国(01928)等收益型股份具备价值。首选次序维持银娱、金沙中国及永利澳门、美高梅中国(02282)及新濠博亚(MLCO.US)、新濠国际(00200)、澳博控股(00880)。
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