港股異動 | 濠賭股集體走低 美高梅中國(2282.HK)跌逾3%
格隆匯6月22日丨濠賭股集體走低,美高梅中國(2282.HK)跌逾3%,澳博控股跌逾2%,金沙中國、新濠國際、銀河娛樂跌逾1%。澳門特區政府昨日(21日)宣佈,與香港當局達成共識,同意最快香港連續28天無錄得本地新冠肺炎病毒確診個案,便可在有條件下推出通關名額。摩通表示對安排感到失望,認為目前港澳旅遊氣泡規模小,推出時間亦較預期慢,相信對7月至8月暑假期間的賭收沒有太大幫助。短期而言,首選金沙中國及澳博,中期看好銀娛。高盛則預期,受上述新聞消息刺激,澳門賭業股近期會有正面反應,而行業跑贏表現的持續性,則要視乎香港疫情控制,能否於7月5日達到連續28日沒有本地確診個案,及廣東與內地的疫情情況,因會影響澳門是否進一步開放旅遊的可能性。
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