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港股异动 | 濠赌股高开 新濠国际发展(0200.HK)涨超3%
格隆汇 06-04 09:30
格隆汇6月4日丨濠赌股高开,新濠国际发展(0200.HK)涨超3%,永利澳门、金沙中国涨超2%,银娱、澳博涨超1%。大摩近日发研报指,5月份澳门赌收按年跌93%至17.64亿澳门元(下同),好过预期跌95%,日均赌收约为5,700万元,较上月增逾一倍,主因贵宾厅收入增加。行业股价年初至今表现与恒指大致同步,但相信随着限制在未来数周放宽,濠赌股会开始跑赢大市。中金亦称,由于目前通行及检疫措施依然生效,若假设6月大湾区内可恢复通关,预计6月份澳门博彩收入按年跌幅将收窄至60%-70%,否则将维持与5月相近的跌幅,即按年下降90%-95%。
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