智通财经APP获悉，博彩股集体下跌，截至发稿，美高梅中国(02282)跌5.17%，报10.83港元；澳博控股(00880)跌4.28%，报1.79港元；金沙中国(01928)跌3.55%，报14.67港元；永利澳门(01128)跌3.47%，报5.57港元。
消息面上，澳门5月博彩毛收入按年增长7%至226亿澳门元，高于市场预期。小摩发布研报称，虽然5月数据胜预期，但短期内仍难以完全摆脱增长空窗期的影响，由于基数变高，未来的毛收入比较将更具挑战性，且6月11日至7月19日期间举行的世界杯或将暂时分流高端玩家的时间与资金，可能对未来两个月的赌收数据造成压力。
瑞银则表示，鉴于澳门博彩业今年以来坚固的需求势头，该行对2026年博彩收入增长的持续性保持信心。该行预计，博彩收入增长势头有望在8月反弹，此前6月和7月或因世界杯带来的一次性逆风而出现温和放缓。
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