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《大行報告》澳門當局稱香港連續28天無本地個案可推出通關名額 高盛料濠賭股短期反應正面
高盛發表報告指,澳門衛生局局長羅奕龍表示,香港與澳門政府已就免除兩地旅遊人士隔離要求達成初步共識,執行的時機為香港連續28日沒有本地確診個案,而現時香港已連續14日無本地確診個案,將循序漸進分階段開展,每一階段均設名額限制。

該行認為,若兩地通關,對澳門的旅遊有具意義的推動力,因為在疫情前,澳門有約20%的入境旅客來自香港,且澳門有15%至20%的賭收直接由香港賭客貢獻;另外又有約15%賭收來自一同到訪香港及澳門的賭客。

高盛預期,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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