金吾财讯 | 港股博彩股整体走低，新濠国际发展(00200)跌3.41%，银河娱乐(00027)跌1.47%，金沙中国有限公司(01928)跌1.22%，澳博控股(00880)跌0.57%。消息面上，花旗新近研究认为，澳门博彩总收入短期内将因6月11日至7月19日举行的世界杯赛事放缓。该行表示，历史分析表明，大型足球赛事会分散澳门玩家的博彩预算，而今年赛程扩容，比赛场次更多(新增16支参赛队伍，且淘汰赛阶段新增32强)，可能会产生更显着的影响。花旗预测，澳门博彩总营收于6月将同比减10%，7月将同比减5%，之后在强劲的赛后推动下迅速复苏。不过，尽管出现暂时性放缓，该行依看好澳门博彩业，目前澳门博彩业的EBITDA较历史平均约11.4倍，低约2个标准差。该行的策略是守住阵地并伺机反击。
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