体育博彩概念股普涨 美高梅领涨8.37%、DraftKings(DKNG)涨4.41%

金吾财讯
May 27

金吾财讯 | 受摩根大通看好美高梅(MGM)强势提振,美股体育博彩概念股盘中普涨,截至发稿,美高梅 (MGM) 涨 8.37%,佩恩国民博彩 (PENN) 涨 5.07%,DraftKings (DKNG) 涨 4.41%,Flutter Entertainment (FLUT) 涨 2.25%,ROUNDHILL SPORTS BETTING (BETZ) 涨 1.36%。消息面上, 摩根大通发布最新研报,将美高梅股票评级从“中性”直接上调至“增持”。该行分析师丹尼尔·波利策及其研究团队指出,做出这一方向性转变的核心原因在于,有强烈的迹象表明拉斯维加斯地区的综合息税折旧摊销前利润及租金预期已经锁定了阶段性底部。“虽然市场上不乏估值低廉的博彩类股票,但MGM是少数几个核心财务预测势必会向上修正的标的之一。”波利策在报告中强调,MGM的股价走势往往与拉斯维加斯大道的整体业绩预期高度绑定。随着今年2月基本面触底,市场对该公司的预期正在逐步重估,未来的业绩表现大概率将达到、甚至超越市场目前的普遍预期。针对当前全美关注的宏观逆风,摩根大通也给出相对乐观的评估。尽管高通胀与持续走高的燃油价格需要投资者保持追踪,但MGM采取的价值导向型促销策略正在展现成效。更为重要的是,拉斯维加斯大道约有半数的客流量来自于自驾游客户,这一坚韧的美国本土休闲旅游需求将为MGM的日常运营构筑坚实的防御屏障。

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