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港股異動 | 濠賭股繼續走強 青茂口岸今日正式開通
格隆匯9月8日丨昨日集體上漲的濠賭股今日繼續走強,永利澳門、新濠國際、金沙中國、銀河娛樂均漲超4%,澳博控股、美高梅中國漲超3%。據悉,連接澳門青洲區及城軌珠海站兩地的青茂口岸今日正式開通,上午將舉行開通儀式,出入境通道下午啟用。花旗發報吿指,雖然放寬旅行限制方面缺乏進展,令澳門博彩業投資者感到失望,但仍然認為近期相關股票調整屬過度,而令板塊估值更具吸引力。報吿還指,珠海和澳門之間的青茂口岸於9月8日開通,或意味內地政府最終將取消簽證限制,同時減少訪澳旅客過境時間。一旦內地、澳門和香港達到足夠高的疫苗接種率,預計邊境措施將回復正常,澳門賭股EBITDA將迅速復甦。花旗繼續看好金沙中國、澳博和銀娛,預計其各自新項目將有助提升市佔率。

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