Core Viewpoint - The report from Credit Lyonnais indicates that Macau's inbound tourist numbers during the first two days of the National Day Golden Week increased by 0.6% year-on-year to 304,000 visitors, aligning with the government's forecast of an average of 150,000 visitors per day over the 8-day holiday period [1] Group 1: Tourism and Visitor Trends - The number of inbound tourists to Macau has shown a slight increase, with a total of 304,000 visitors during the first two days of the holiday [1] - The government had predicted an average of 150,000 visitors per day for the holiday, which the current figures meet [1] - There is a noticeable increase in the number of family travelers compared to previous years [1] Group 2: Gaming Revenue Forecast - Credit Lyonnais forecasts that Macau's total gaming revenue (GGR) for October will increase by 9% year-on-year to 22.6 billion Macau Patacas [1] - There is potential for further upward movement in gaming revenue beyond the forecasted figures [1] Group 3: Company Ratings and Recommendations - The report maintains a preference for Galaxy Entertainment (00027) and MGM China (02282), with target prices set at HKD 50.3 and HKD 19.5, respectively [1] - All gaming companies, except for SJM Holdings (00880), are rated as "outperform," while SJM Holdings is rated as "hold" [1]

FF301 第 1 頁 共 12 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年9月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 澳門博彩控股有限公司 | | | 呈交日期: | 2025年10月2日 | | | I. 法定/註冊股本變動 不適用 | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00880 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 7,101,805,366 | | 0 | | 7,101,805,366 | | 增加 / 減少 (-) | | | 0 ...

Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]

每经AI快讯，9月29日，港股博彩股延续近期涨势，截至发稿，澳博控股(00880.HK)涨7.03%，报3.35港 元；新濠国际发展(00200.HK)涨6.63%，报5.95港元；金沙中国(01928.HK)涨4.81%，报22.24港元；永利 澳门(01128.HK)涨4.6%，报7.27港元。 ...

博彩股延续近期涨势，截至发稿，澳博控股(00880)涨7.03%，报3.35港元；新濠国际发展(00200)涨 6.63%，报5.95港元；金沙中国(01928)涨4.81%，报22.24港元；永利澳门(01128)涨4.6%，报7.27港元。 高盛此前发布研报称，对于十一黄金周，基于酒店预订几乎"爆满"，以及与客户沟通的情况，博彩企业 普遍预期需求强劲，而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出，若9月与国庆 期间的游客数量与赌场收入较好，对龙头博彩股将受益。 消息面上，国庆黄金周长假即将展开。澳门旅游局长文绮华受访表示，去年数据显示国庆假期日均访客 量达到十四万人次，今年估算约十五万人次，平均每日较去年多一万人次。酒店预订方面，她指从年初 到现在整体平均入住率基本接近九成，旺季八月酒店入住率甚至超过九成，故预测国庆假期入住率理 想。 ...

智通财经APP获悉，博彩股延续近期涨势，截至发稿，澳博控股(00880)涨7.03%，报3.35港元；新濠国 际发展(00200)涨6.63%，报5.95港元；金沙中国(01928)涨4.81%，报22.24港元；永利澳门(01128)涨 4.6%，报7.27港元。 高盛此前发布研报称，对于十一黄金周，基于酒店预订几乎"爆满"，以及与客户沟通的情况，博彩企业 普遍预期需求强劲，而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出，若9月与国庆 期间的游客数量与赌场收入较好，对龙头博彩股将受益。 消息面上，国庆黄金周长假即将展开。澳门旅游局长文绮华受访表示，去年数据显示国庆假期日均访客 量达到十四万人次，今年估算约十五万人次，平均每日较去年多一万人次。酒店预订方面，她指从年初 到现在整体平均入住率基本接近九成，旺季八月酒店入住率甚至超过九成，故预测国庆假期入住率理 想。 ...

Group 1 - The core viewpoint of the article highlights a positive outlook for Macau's gaming stocks, driven by an expected increase in tourist arrivals during the upcoming National Day holiday, with daily visitor numbers projected to reach 150,000 [1] - The Macau tourism director expressed optimism regarding hotel occupancy rates during the holiday period, indicating a favorable environment for the gaming industry [1] - Analysts emphasize that the volume of tourists is a critical driver for Macau's gaming sector, predicting that the anticipated daily visitor flow will significantly boost casino traffic and revenue, particularly from mass market gaming [1] Group 2 - Key gaming stocks such as Wynn Macau, Melco International Development, and Sands China have shown notable price increases, with Wynn Macau rising by 4.6% and Sands China by 3.58% [1] - The article suggests focusing on leading companies with balanced business layouts and strong non-gaming capabilities, such as Sands China, Galaxy Entertainment, and Melco International Development, for potential investment opportunities [1] - There is a cautionary note regarding the need to monitor the sustainability of consumer recovery and changes in the competitive landscape of the industry in the medium to long term [1]

每经AI快讯，9月26日，港股博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200.HK)涨5.03%，报 5.64港元；银河娱乐(00027.HK)涨3.08%，报42.9港元；澳博控股(00880.HK)涨2.59%，报3.17港元；美 高梅中国(02282.HK)涨1.72%，报16.01港元。 ...

博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200)涨5.03%，报5.64港元；银河娱乐(00027)涨 3.08%，报42.9港元；澳博控股(00880)涨2.59%，报3.17港元；美高梅中国(02282)涨1.72%，报16.01港 元。 高盛此前发布研报称，对于十一黄金周，基于酒店预订几乎"爆满"，以及与客户沟通的情况，博彩企业 普遍预期需求强劲，而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出，若9月与国庆 期间的游客数量与赌场收入较好，对龙头博彩股将受益。 消息面上，为防范超强台风"桦加沙"，澳门特区政府于9月23日下午5时关闭赌场，至9月25日凌晨2时重 开，历时33小时。汇丰表示，赌场停业或进一步抑制国庆黄金周前的淡季需求。但分析人士表示，中秋 国庆"超级黄金周"已然临近，旅游业的强劲复苏也为博彩股带来长期信心。 ...

智通财经APP获悉，博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200)涨5.03%，报5.64港元；银 河娱乐(00027)涨3.08%，报42.9港元；澳博控股(00880)涨2.59%，报3.17港元；美高梅中国(02282)涨 1.72%，报16.01港元。 高盛此前发布研报称，对于十一黄金周，基于酒店预订几乎"爆满"，以及与客户沟通的情况，博彩企业 普遍预期需求强劲，而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出，若9月与国庆 期间的游客数量与赌场收入较好，对龙头博彩股将受益。 消息面上，为防范超强台风"桦加沙"，澳门特区政府于9月23日下午5时关闭赌场，至9月25日凌晨2时重 开，历时33小时。汇丰表示，赌场停业或进一步抑制国庆黄金周前的淡季需求。但分析人士表示，中秋 国庆"超级黄金周"已然临近，旅游业的强劲复苏也为博彩股带来长期信心。 ...