金吾财讯 | 博彩股盘中企稳走高，截至发稿，澳博控股(00880)涨2.74%，新濠国际发展(00200)涨2.55%，美高梅中国(02282)涨2.03%，金沙中国有限公司(01928)涨1.60%，永利澳门(01128)涨1.60%。消息面上，摩根大通新近研究认为，尽管澳门6月博彩毛收入按年下降12%至185亿澳门元，为17个月以来首次按年下跌，主因世界杯对博彩业的拖累较大。该行同时指出，澳门博彩股今年以来已累计回调27%，但目前买入时机尚未具备吸引力，对板块维持“选择性”投资策略。该行估计，澳门博彩业第二季EBITDA将按季倒退4%至5%，按年则仍增长1%至3%，这对市场目前的预测构成了下行风险。该行预计较佳的布局时机将在第二季业绩公布后的9月份，届时基数将有所放缓，且市场可能迎来更多正面催化剂，包括银河娱乐(00027)或随第二季业绩上调派息比率。摩根大通表示，在波动市况中愿意专注于中线机会的投资者而言，银河娱乐依据是行业首选，其第四期项目将于明年开幕。
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