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港股博彩股逆市上扬 金沙中国(01928.HK)涨超3%
Mei Ri Jing Ji Xin Wen· 2026-02-02 02:28
每经AI快讯,博彩股逆市上扬,截至发稿,金沙中国(01928.HK)涨3.52%,报17.63港元;美高梅中国 (02282.HK)涨1.6%,报12.7港元;银河娱乐(00027.HK)涨1.36%,报40.34港元;新濠国际发展 (00200.HK)涨0.95%,报4.27港元。 ...
港股异动 | 博彩股逆市上扬 金沙中国(01928)涨超3% 澳门1月博彩收入胜预期
智通财经网· 2026-02-02 02:13
Group 1 - The core viewpoint of the article highlights the rise in gaming stocks despite market conditions, with Sands China, MGM China, Galaxy Entertainment, and Melco International all experiencing gains [1] - Sands China shares increased by 3.52% to HKD 17.63, MGM China rose by 1.6% to HKD 12.7, Galaxy Entertainment climbed by 1.36% to HKD 40.34, and Melco International Development went up by 0.95% to HKD 4.27 [1] - The Macao Gaming Inspection and Coordination Bureau reported that the gross gaming revenue for January was MOP 22.633 billion, representing a year-on-year increase of 24% and a month-on-month rise of 8.4% [1] Group 2 - Citigroup had previously anticipated a total gaming revenue of MOP 21.5 billion for January [1] - UBS's recent research indicated that among 32 tracked hotels, 27 showed sold-out room availability for the upcoming Lunar New Year holiday, similar to the situation from the previous year [1]
博彩股逆市上扬 金沙中国涨超3% 澳门1月博彩收入胜预期
Zhi Tong Cai Jing· 2026-02-02 02:12
消息面上,澳门博彩监察协调局公布数据显示,1月博彩毛收入226.33亿澳门元,同比增长24%,较前 一个月升8.4%。花旗此前预期1月博彩总收入215亿澳门元。此外,瑞银近期研报指出,至于即将来临 的农历新年假期,该行追踪的32间酒店中,有27间显示客房已售罄,情况与去年同期大致相若。 博彩股逆市上扬,截至发稿,金沙中国(01928)涨3.52%,报17.63港元;美高梅中国(02282)涨1.6%,报 12.7港元;银河娱乐(00027)涨1.36%,报40.34港元;新濠国际发展(00200)涨0.95%,报4.27港元。 ...
第六届粤港澳大湾区青少年音乐周系列活动启幕
中国青年报客户端讯(中青在线记者孙萌丽 实习生任昕祺)1月29日晚,"揽梦银河·艺路繁花"开幕式音 乐盛典在"百老汇舞台"举行。现场的"纸飞机启动仪式"将气氛推向高潮,嘉宾与观众一同将写满心愿的 纸飞机掷向空中,标志着第六届粤港澳大湾区青少年音乐周系列活动正式启动。 图 本届音乐周系列活动于2026年1月29日-2月2日在银河娱乐集团(银娱)旗下的银河国际会议中心及澳门 百老汇"百老汇舞台"举行。活动在广东省粤港澳合作促进会、中国青年报社指导下,由广东省粤港澳合 作促进会文化传播委员会、粤港澳大湾区音乐教育发展协会、中青在线联合主办,澳门特别行政区政府 文化局及银娱大力支持。活动吸引了来自粤港澳大湾区各城市、北京、上海、浙江、安徽、云南等多个 省(市)以及海外的青少年代表近2000人齐聚澳门,共同开启了一场青春洋溢、水准精湛的音乐盛会。 主办方供 图 主办方供 开幕式之后,音乐周还将在银河国际会议中心陆续开展全国总决赛、音乐教育峰会、大师公开课、艺术 顾问讲座、名家名师见面会、未来音乐家音乐会、颁奖音乐盛典等一系列精彩活动。 据音乐周组委会执行秘书长陶颖介绍,本届音乐周自2025年8月启动以来,历经四个月的广 ...
港股异动丨濠赌股集体走低,金沙中国绩后大跌超8%,股价创阶段新低
Ge Long Hui· 2026-01-29 01:55
Group 1 - The Hong Kong gaming stocks experienced a significant decline, with Sands China dropping over 8%, reaching a new low for the period [1] - Other notable declines include Galaxy Entertainment down over 3%, Wynn Macau down 2.8%, MGM China down 2.5%, Melco International Development down 1.8%, and SJM Holdings down over 1% [1] Group 2 - Sands China announced that its net revenue for Q4 2025 is projected to increase by 16.4% to $2.05 billion compared to Q4 2024, which was $2.37 billion [1] - The adjusted property EBITDA for Q4 2025 is expected to be $608 million, up from $571 million in Q4 2024 [1] - For the full year 2025, the adjusted property EBITDA is projected to be $2.31 billion, slightly down from $2.33 billion in 2024 [1] Group 3 - According to a report by Jefferies, the average daily gaming revenue in Macau for the week ending January 25 was MOP 695 million, reflecting an 18% year-on-year increase but a slight week-on-week decline of 1% [1] - Channel surveys indicate that both mass and VIP gaming revenues have increased by 6% to 8% month-to-date, although the win rate has slightly decreased to between 2.4% and 2.7% [1]
大行评级|杰富瑞:预期1月澳门博彩总收入至多达221亿澳门元,看好永利澳门、金沙中国等
Ge Long Hui· 2026-01-27 08:16
Core Viewpoint - Jefferies reported that the average daily gaming revenue in Macau reached 695 million MOP as of January 25, reflecting an 18% year-on-year increase, but a slight week-on-week decline of 1% [1] Group 1: Revenue Insights - The estimated average daily gaming revenue for the remaining days of the month is projected to be between 650 million and 720 million MOP, indicating a total monthly revenue of 21.7 billion to 22.1 billion MOP, which represents a year-on-year growth of 19% to 21% [1] Group 2: Market Sentiment - The firm anticipates that the upcoming fourth-quarter earnings reports from gaming companies will restore short-term market confidence and holds a positive outlook for the performance during the Lunar New Year [1] Group 3: Company Outlook - Jefferies continues to favor stocks of Wynn Macau, Sands China, Galaxy Entertainment, Las Vegas Sands, and Wynn Resorts [1]
瑞银:1月至今澳门日均博彩收入同比升21%
智通财经网· 2026-01-27 03:28
智通财经APP获悉,瑞银发布研报称,澳门过去7日的日均博彩收入约为6.93亿澳门元(下同),与前7日 约7亿元大致持平,使本月至今的日均博彩收入达到约7.12亿元,同比增长约21%,环比上升约6%,升 幅高于2015至2019年同期平均的2%。 细分而言,中场日均博彩收入及贵宾厅投注额均环比增长6%至8%,而贵宾厅赢率介乎2.4%至2.7%。市 场预期1月日均博彩收入约为6.77亿元,意味着1月余下6日的日均收入只需达到约5.32亿元。 至于即将来临的农历新年假期,该行追踪的32间酒店中,有27间显示客房已售罄,情况与去年同期大致 相若; 维持银河娱乐(00027)及永利澳门(01128)为行业首选,目标价分别为46.9港元及8.9港元,均予"买 入"评级。 ...
瑞银:香港居民投资及消费意欲较预期审慎 香港首选股名单加入信和置业(00083)
Zhi Tong Cai Jing· 2026-01-27 03:27
Group 1 - The overall sentiment of surveyed residents in Hong Kong is more cautious than expected, despite stable financial conditions over the past 12 months [1] - The number of respondents with a positive outlook on Hong Kong's economic prospects for the next 12 months has decreased, which has suppressed consumer willingness [1] - Investment sentiment remains relatively stable, with key concerns among respondents including rising living costs and job security [1] Group 2 - UBS believes that the positive momentum in Hong Kong's financial sector should support overall economic and labor demand, with potential for improvement in resident confidence by 2026 [1] - The firm maintains a positive outlook on the real estate and financial sectors, removing Henderson Land Development (00012) from its preferred stock list and replacing it with Sino Land Company (00083) due to higher dividend visibility [1] - Other stocks included in the preferred list are AIA Group (01299), Swire Properties (01972), Galaxy Entertainment (00027), and Wynn Macau (01128) [1]
瑞银:香港居民投资及消费意欲较预期审慎 香港首选股名单加入信和置业
Zhi Tong Cai Jing· 2026-01-27 03:27
Core Viewpoint - UBS's report indicates that Hong Kong residents exhibit a more cautious sentiment regarding investment and consumption intentions than expected, with a decrease in the number of respondents holding a positive outlook on the economic prospects for the next 12 months [1] Group 1: Economic Sentiment - Respondents' financial situations have remained stable over the past 12 months, but their positive outlook on Hong Kong's economic prospects has diminished, which has suppressed consumption intentions [1] - The most concerning issues for respondents include rising living costs and job security [1] Group 2: Investment Outlook - Investment intentions have remained relatively stable, supported by the positive momentum in Hong Kong's financial sector, which is expected to bolster overall economic and labor demand [1] - The robust performance of Hong Kong and A-shares is anticipated to create a positive wealth effect, suggesting that resident confidence may improve by 2026 [1] Group 3: Sector Recommendations - UBS maintains a positive outlook on the real estate and financial sectors, removing Henderson Land Development (00012) from its preferred stock list and replacing it with Sino Land Company (00083) due to higher dividend visibility [1] - Other stocks included in the preferred list are AIA Group (01299), Swire Properties (01972), Galaxy Entertainment (00027), and Wynn Macau (01128) [1]
大行评级|瑞银:1月至今澳门日均博彩收入按年增长21%,维持银河娱乐及永利澳门为行业首选
Ge Long Hui· 2026-01-27 02:46
瑞银发表研报指,澳门过去7日的日均博彩收入约为6.93亿澳门元,与前7日约7亿澳门元大致持平,使 本月至今的日均博彩收入达到约7.12亿澳门元,按年增长约21%,按月上升约6%,升幅高于2015至2019 年同期平均的2%。至于即将来临的农历新年假期,该行追踪的32间酒店中,有27间显示客房已售罄, 情况与去年同期大致相若。该行维持银河娱乐及永利澳门为行业首选,目标价分别为46.9港元及8.9港 元,均予"买入"评级。 ...