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高盛:澳門政府已與中國內地達成通關共識 推薦銀娛澳博等股

高盛發研報指,澳門行政長官賀一誠昨日發表其2022年施政報吿。該行指,澳門政府從2001年8月頒佈《博彩法》到2002年2月最終頒發3份許可證花了6-7個月的時間,假設政府在2022年第一季度的某個時候通過修訂後的博彩法,那麼距離2022年6月博彩特許權到期僅剩3-4個月,時間緊逼。

至於通關方面,賀一誠指,如果澳門的疫苗接種率達到80%,中國部分省份將準備恢復到澳門的團體旅遊,澳門政府也在遊説恢復電子簽證申請。橫琴發展方面,賀一誠預計未來幾個月將公佈更多對促進行業,例如中醫藥、高端技術、會展及商貿、文化及體育等的優惠政策,橫琴口岸二期工程預計2022年底竣工。

該行認為,在博彩牌照到期後完全禁止賭場博彩的可能性很低,一直建議投資者在9月初大幅回調後累積澳門股票,包括澳博(0880.HK)、銀娛(0027.HK)、金沙中國(1928.HK)等。

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