港股异动 | 金沙中国(01928)跌超3%领跌博彩股 博彩收入将小幅放缓 富瑞预期博彩股将继续跑输大市
博彩股跌幅居前，截至发稿，金沙中国(01928)跌3.15%，报21.55港元；新濠国际发展(00200)跌2.28%，报5.15港元；永利澳门(01128)跌1.9%，报6.18港元；美高梅中国(02282)跌1.51%，报10.46港元。
消息面上，富瑞近日研报指出，该行上周曾到澳门实地考察，发现赌厅及购物中心相对平静，但餐厅较为繁忙，符合传统的节后放缓情况。该行提及，尽管澳门博彩业基本因素及盈利持续复苏，但关注到中国宏观经济及海外旅游潜在负面影响的不利因素。该行预期博彩股将继续跑输大市。该行引述业内人士估计，博彩收入将小幅放缓至每日5.4亿至5.9亿澳门元，全月博彩收入约达174亿至185亿澳门元。如以中位数计，即相当于2019年1月份水平的71%，与去年下半年趋势一致。
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