港股異動 | 濠賭股集體下跌 永利澳門(1128.HK)跌逾4%
格隆匯9月27日丨濠賭股集體下跌,新濠國際跌逾6%,美高梅中國、永利澳門跌逾4%,澳博控股跌逾3%,銀河娛樂、金沙中國跌逾2%。聯交所最新權益披露資料顯示,永利澳門於9月20日遭美國資本集團在場內斥資約1.02億港元減持1729.4萬股,減持後,其持股比例由7.20%降至6.87%。摩通最新發研報指,澳門因應有2名人士確診新冠肺炎,再度提升防疫措施,包括所有離境澳門的人士須持48小時內核酸檢測陰性結果證明、自澳門入境珠海人士需隔離14天、回港易和來港易自週六起暫停。該行指,有關措施與8月份發現確診個案相若,並導致澳門賭收於8月跌至重開關口以來最差水平。當行業在憧憬十一黃金週提升需求之際,上述限制影響非常糟糕,雖然措施有機會於黃金週前或期間取消,但因旅客紛紛取消計劃以防範隔離風險,黃金週落空已成定局。該行維持對行業審慎看法,料短期需求不會有增長。
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