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港股異動 | 濠賭股走強 金沙中國(1928.HK)漲超3%
格隆匯7月22日丨濠賭股走強,銀娛、金沙、澳博均漲超3%,新濠國際、美高梅中國漲超2%。個股方面,金沙中國2021年第二季的淨收益總額同比增長20.2倍至8.49億美元;第二季的淨虧損為1.66億美元,較去年同期的5.49億美元收窄。板塊上,摩通近日發研報指,儘管由年初至今,濠賭股的股價已調整了14%,但該行仍然看好澳門博彩業,予六隻濠賭股“增持”評級。雖然摩通對廣東和香港疫情爆發和重新通關進展緩慢感到失望,但強調澳門仍是通關的滯後得益者,又認為澳門的長期價值高,相信本月起需求將逐步好轉,而港澳旅遊限制可望於第四季放寬。此前花旗亦上調澳門7月賭收預測至85億澳門元,認為廣東省放寬跨境交通管制後,遊客人數逐漸恢復。

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