Core Viewpoint - The gaming stocks continue to decline, extending their downward trend for the month, with significant drops in major companies like Sands China and Wynn Macau [1] Group 1: Stock Performance - Sands China (01928) fell by 5.41%, trading at HKD 19.05 [1] - Melco International Development (00200) decreased by 4.05%, trading at HKD 4.98 [1] - Wynn Macau (01128) dropped by 3.65%, trading at HKD 6.34 [1] - MGM China (02282) declined by 3.16%, trading at HKD 14.4 [1] Group 2: Gaming Revenue Insights - Morgan Stanley reported that Macau's gaming gross revenue (GGR) for the first five days of October reached MOP 5.5 billion, with an average daily revenue of MOP 1.1 billion, marking the best performance for the Golden Week in five years [1] - Year-on-year growth was only 3%, lower than both the bank's and market expectations [1] - Visitor numbers from October 1 to 5 remained flat, further impacting GGR growth, with a 25% drop in visitors on October 5 due to a typhoon [1] - The bank projects a year-on-year GGR growth of 11% to 13% for October, estimating a total of MOP 23 billion, which would be the highest in six years [1] Group 3: Market Share Analysis - UBS noted a significant increase in Wynn Macau's market share in September, rising by approximately 200 basis points month-on-month, contributing to a quarterly increase of 150 basis points [1] - The second-highest market share increase was observed in SJM Holdings, which saw a month-on-month rise of about 50 basis points, although it still declined by 30 basis points in the third quarter [1] - Compared to market expectations, the market shares of Galaxy Entertainment and Wynn exceeded expectations, while MGM, Sands China, and SJM fell short [1]

瑞银发布研报称，永利澳门(01128)9月份博彩收入市占率环比上升约200个基点，使其第三季市占率环 比增加150个基点，为季内最大升幅。 报告指出，澳博控股(00880)9月份市占率环比上升约50个基点，但第三季度整体仍按季下跌30个基点。 大型博企在9月份似乎因季节性因素而失去市场份额，其中金沙中国(01928)及银河娱乐(00027)的市占率 分别环比下跌约100和150个基点，但第三季度整体仍分别按季上升70和40个基点。 新濠国际发展(00200)和美高梅中国(02282)9月份市占率环比持平，但第三季度分别按季下跌120和100个 基点。与第三季度市场预期相比，银河和永利的市占率高于预期，而美高梅中国、金沙中国和澳博控股 则低于预期。 ...

In this articleMGMLVSWYNNwatch nowIf you blindfolded an American tourist and plopped them on the Cotai Strip in Macao, they might take one look at the Venetian hotel and the replica Eiffel Tower and assume they were in Las Vegas.Like Las Vegas, Macao — a special administrative region of China — is transforming itself with fresh entertainment, waterparks, spas, fine dining and sports.This week Las Vegas Sands is hosting two NBA games in Macao, a return for the basketball league after a six-year absence from ...

Core Insights - The report highlights changes in the Hong Kong Stock Connect holdings, with specific companies experiencing significant increases and decreases in ownership percentages [1][2]. Group 1: Recent Changes in Holdings - Ample increases in holdings were observed for companies such as Ample Hangseng Technology (03067), Huaxia Hangseng Technology (03088), and MGM China (02282), with increases of 0.02%, 0.02%, and 0.01% respectively [1]. - Conversely, Southern Hangseng Technology (03033), Hangseng Technology ETF (03032), and Huaxia Hangseng Biotechnology (03069) saw the largest decreases in holdings, with reductions of -0.28%, -0.20%, and -0.06% respectively [1]. Group 2: Five-Day Holding Changes - Over the last five trading days, Canggang Railway (02169), Dazhong Public Utilities (01635), and Zhongchu Innovation Navigation (03931) experienced the largest increases in holdings, with increases of 20.77%, 7.73%, and 3.41% respectively [1][2]. - In contrast, Shandong Molong (00568), Zhongchu Zhiling (00564), and Jingcheng Electromechanical (00187) faced the largest decreases, with reductions of -2.83%, -2.63%, and -2.56% respectively [2]. Group 3: Twenty-Day Holding Changes - Over a twenty-day period, Dazhong Public Utilities (01635) and Canggang Railway (02169) had the most significant increases in holdings, with increases of 34.18% and 31.47% respectively [2]. - Other notable increases included Shanhigh Holdings (00412) with 13.52% and Zhongchu Innovation Navigation (03931) with 11.37% [2].

该行预期澳门10月博彩总收入(GGR)将同比增长9%至226亿澳门元，并有上行空间。股份方面，维持首 选银河娱乐(00027)及美高梅中国(02282)，目标价分别为50.3港元及19.5港元。除澳博控股(00880)获"持 有"评级外，其余博企均获"跑赢大市"评级。 智通财经APP获悉，里昂发布研报称，国庆黄金周首两日，澳门的入境旅客量同比升0.6%至30.4万人 次，符合政府对8天长假期日均15万人次的预测。另外，该行实地考察时注意到，赌场最低投注额维持 稳定，且家庭旅客数量较以往明显增加。 ...

Group 1 - The Hang Seng Index fell by 0.61%, down 164 points, closing at 26,976 points, while the Hang Seng Tech Index dropped by 1.2% [1] - International gold prices reached a new historical high, leading to significant gains in the precious metals sector, with China Silver Group rising over 20% and Zijin Mining International increasing by over 5% [1] - Xinjiang Xinxin Mining surged over 12%, with a year-to-date increase exceeding 300%, and plans to issue A-shares [1] - Bitcoin surpassed $125,000, setting a new historical high, which positively impacted cryptocurrency-related stocks, with OK Blockchain rising over 14% and Boya Interactive increasing by over 10% [1] - Hesai Technology (Hesai-W) rose over 4%, marking the production of its one-millionth LiDAR unit by the end of September [1] - Beijing Bluebird Universe soared over 58% as its subsidiary JBD partnered with AMAT and Thunderbird Innovation to enhance AR glasses display quality [1] - Yunfeng Financial increased by over 7%, collaborating with Anthea to explore blockchain-based insurance products [1] - Dingdang Health surged by 26%, continuing to expand its innovative drug portfolio with multiple new products recently launched [1] - Shuangdeng Co. rose over 9%, driven by increased energy demand for storage solutions, being a key supplier for Alibaba's data center storage [1] Group 2 - Hua Hong Semiconductor rose over 5%, reaching a new high with an eight-day consecutive increase, as institutions noted advanced manufacturing capacity as a scarce resource [2] - Gaming stocks experienced a significant decline, with Macau's September gambling revenue growing by only 6%, falling short of expectations, and further impacted by a typhoon during the Golden Week [2] - New World Development dropped by 5.4%, while MGM China fell by 4.45% [2]

每经AI快讯，10月6日，港股博彩股全线重挫，截至发稿，新濠国际发展(00200.HK)跌6.51%，报5.46港 元；美高梅中国(02282.HK)跌5%，报15.58港元；金沙中国(01928.HK)跌4.42%，报20.34港元；银河娱 乐(00027.HK)跌3.65%，报40.6港元。 ...

大摩发布研报称，澳门9月博彩总收入为183亿澳门元，同比增长6%，逊于市场及该行预期的9%，主要 因台风导致赌场暂停营业33小时。澳门第三季博彩总收入达626亿元，同比增长12.5%，按季上升 2.4%。该行料强劲的季度表现可支持博企利润率，并推动盈利预测上调。 消息面上，10月1日，澳门博彩监察协调局公布，9月份澳门幸运博彩毛收入为182.89亿澳门元，同比增 长6%。今年前9个月澳门博彩毛收入累计达1813.41亿澳门元，同比升7.1%。值得注意的是，十一黄金 周期间，受台风"麦德姆"影响，澳门一度悬挂"八号风球"。 智通财经APP获悉，博彩股全线重挫，截至发稿，新濠国际发展(00200)跌6.51%，报5.46港元；美高梅 中国(02282)跌5%，报15.58港元；金沙中国(01928)跌4.42%，报20.34港元；银河娱乐(00027)跌3.65%， 报40.6港元。 ...

Group 1 - The gaming stocks experienced a significant decline, with New World Development down 6.51% to HKD 5.46, MGM China down 5% to HKD 15.58, Sands China down 4.42% to HKD 20.34, and Galaxy Entertainment down 3.65% to HKD 40.6 [1] - In September, Macau's gross gaming revenue (GGR) was reported at MOP 18.289 billion, reflecting a year-on-year increase of 6%. For the first nine months of the year, the cumulative GGR reached MOP 181.341 billion, up 7.1% year-on-year [1] - The impact of Typhoon "Mekhdum" during the Golden Week led to a temporary suspension of casino operations for 33 hours, which contributed to the lower-than-expected revenue figures [1] Group 2 - Morgan Stanley's report indicated that Macau's total gaming revenue for September was MOP 18.3 billion, which was 6% higher year-on-year but fell short of market expectations by 9% [1] - The third quarter's total gaming revenue in Macau reached MOP 62.6 billion, marking a year-on-year increase of 12.5% and a quarter-on-quarter rise of 2.4% [1] - The strong quarterly performance is expected to support the profit margins of gaming companies and lead to upward revisions in earnings forecasts [1]

美高梅中国(02282)发布公告，该公司于2025年10月3日注销1321.44万股已回购股份。 ...