每经AI快讯，港股博彩股悉数上扬，截至发稿，美高梅中国(02282.HK)涨2.48%，报16.97港元；金沙中 国(01928.HK)涨2.15%，报21.88港元；银河娱乐(00027.HK)涨1.96%，报40.64港元；永利澳门 (01128.HK)涨1.54%，报6.59港元。 ...

智通财经APP获悉，博彩股悉数上扬，截至发稿，美高梅中国(02282)涨2.48%，报16.97港元；金沙中国 (01928)涨2.15%，报21.88港元；银河娱乐(00027)涨1.96%，报40.64港元；永利澳门(01128)涨1.54%，报 6.59港元。 消息面上，12月1日，澳门博彩监察协调局公布，11月份澳门幸运博彩毛收入为210.9亿澳门元，同比增 长14.4%。今年前11个月澳门博彩毛收入累计达2265.2亿澳门元，同比升8.6%。摩通大根此前研报认 为，澳门博彩收入略微强劲，但博彩股股价略低，看好博彩股在明年的趋势。 ...

Group 1 - The core viewpoint of the article highlights a general increase in gaming stocks, with notable gains for companies such as Sands China, Galaxy Entertainment, and MGM China, among others [1] - According to a report from JPMorgan, the total gaming revenue for the first 23 days of the month reached MOP 15.6 billion, averaging MOP 678 million per day [1] - Although the average daily revenue decreased by 4% week-on-week to MOP 642 million due to high base effects, the trend for the month indicates a growth of over 10% compared to November of last year [1] Group 2 - JPMorgan maintains a positive outlook for Macau's gaming revenue, suggesting a potential upward adjustment to their forecast of a 13% year-on-year growth for Q4 [1] - In the short term (approximately 6 months), Sands China is favored due to expectations of a dividend increase and greater market share and profits in Q4 [1] - For the long term (over 12 months), Galaxy Entertainment remains JPMorgan's top pick, citing its strong value, long-term growth potential, and the optionality of its fourth phase project expected to open in 2027 [1]

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong gaming stocks, with notable increases in shares of various companies such as a 7% rise in Asia Entertainment Holdings and a 3.3% increase in Sands China [1] - Morgan Stanley's research indicates that the total gaming revenue for the first 23 days of this month reached 15.6 billion MOP, averaging 678 million MOP per day, which shows a year-on-year growth of over 10% compared to November last year [1] - The report suggests that while the average daily revenue decreased by 4% week-on-week to 642 million MOP due to high base effects, the overall trend indicates potential upside for the fourth quarter growth forecast of 13% year-on-year for Macau gaming revenue [1] Group 2 - Morgan Stanley expresses a positive outlook on gaming stocks for the upcoming year, particularly favoring Sands China in the short term (approximately 6 months) due to expectations of increased dividends and greater market share and profits in the fourth quarter [1] - The article provides a detailed table of stock performance, showing the latest prices and percentage changes for various gaming companies, with Asia Entertainment Holdings leading the gains at 7.46% [2]

Core Viewpoint - UBS reports a slowdown in Macau's average daily gaming revenue, which is approximately 643 million MOP over the past week, down from 671 million MOP in the previous week, attributed to lower VIP room win rates [1] Group 1: Gaming Revenue Analysis - The average daily gaming revenue for the current month is about 678 million MOP, reflecting a month-on-month decline of approximately 13% but a year-on-year increase of about 10% [1] - Market forecasts suggest that the average daily gaming revenue for November is expected to be around 673 million MOP, indicating that the remaining seven days of this month may see an average daily revenue of approximately 656 million MOP [1] Group 2: Stock Recommendations - UBS identifies Galaxy Entertainment (00027), MGM China (02282), and Wynn Macau (01128) as preferred stocks in the gaming sector, all receiving a "Buy" rating [1]

Core Viewpoint - UBS reports a slowdown in Macau's average daily gaming revenue, which is approximately 643 million MOP over the past week, down from 671 million MOP in the previous week, attributed to lower VIP room win rates [1] Summary by Category Gaming Revenue - Average daily gaming revenue in Macau for the current month is about 678 million MOP, reflecting a month-on-month decline of approximately 13% but a year-on-year increase of about 10% [1] - Market forecasts for November's average daily gaming revenue are around 673 million MOP, suggesting that the remaining seven days of this month may see an average daily revenue of approximately 656 million MOP [1] Stock Recommendations - UBS identifies Galaxy Entertainment (00027), MGM China (02282), and Wynn Macau (01128) as preferred gaming stocks, all rated as "Buy" [1]

Core Viewpoint - UBS reports a slowdown in Macau's daily gaming revenue, with an average of approximately 643 million MOP over the past week, down from 671 million MOP in the previous week, attributed partly to lower VIP room win rates [1] Group 1: Gaming Revenue Analysis - Daily gaming revenue for the current month is approximately 678 million MOP, reflecting a month-on-month decline of about 13% but an annual increase of around 10% [1] - Market forecasts suggest that daily gaming revenue for November will be around 673 million MOP, indicating that the remaining days of this month may average about 656 million MOP [1] Group 2: Stock Recommendations - UBS identifies Galaxy Entertainment, MGM China, and Wynn Macau as top picks in the gaming sector, assigning a "buy" rating to each [1]

Core Viewpoint - The Hong Kong gaming stocks are experiencing a rebound, with significant increases in share prices for major companies in the sector [1] Company Performance - Wynn Macau (01128.HK) has risen by 4.31%, reaching HKD 6.53 [1] - MGM China (02282.HK) has increased by 3.96%, now priced at HKD 15.74 [1] - Melco International Development (00200.HK) has seen a rise of 3.68%, trading at HKD 4.79 [1] - Galaxy Entertainment (00027.HK) has grown by 2.71%, with a current price of HKD 39.44 [1]

Group 1 - The gaming stocks have rebounded today, with Wynn Macau rising by 4.31% to HKD 6.53, MGM China up by 3.96% to HKD 15.74, Melco International Development increasing by 3.68% to HKD 4.79, and Galaxy Entertainment gaining 2.71% to HKD 39.44 [1] - The Macau government estimates the total gross gaming revenue for next year to be MOP 236 billion [1] - Jefferies has adjusted its revenue outlook for the remainder of this year and next year to year-on-year growth rates of 9.1% and 3.6%, respectively [1] Group 2 - Jefferies raised its Macau gaming revenue forecast for this year from USD 28.217 billion to USD 30.777 billion [1] - The forecast for next year's revenue was lowered from USD 32.917 billion to USD 31.878 billion, with the year-on-year growth rate revised down from 5% to 3.6% [1]

Core Viewpoint - The gaming stocks in Macau have shown a rebound, with notable increases in share prices for major companies such as Wynn Macau, MGM China, Melco International Development, and Galaxy Entertainment, following the government's revenue forecast for the gaming industry in 2024 [1] Group 1: Stock Performance - Wynn Macau (01128) increased by 4.31%, trading at HKD 6.53 [1] - MGM China (02282) rose by 3.96%, trading at HKD 15.74 [1] - Melco International Development (00200) saw a 3.68% increase, trading at HKD 4.79 [1] - Galaxy Entertainment (00027) grew by 2.71%, trading at HKD 39.44 [1] Group 2: Revenue Forecasts - The Macau government estimates the total gross gaming revenue for next year to be MOP 236 billion [1] - Jefferies adjusted its revenue outlook for the remainder of this year and next year to year-on-year growth rates of 9.1% and 3.6%, respectively [1] - Jefferies raised its forecast for Macau's gaming revenue this year from USD 28.217 billion to USD 30.777 billion [1] - The forecast for next year's revenue was revised down from USD 32.917 billion to USD 31.878 billion, with the year-on-year growth rate adjusted from 5% to 3.6% [1]