格隆汇2月5日丨美高梅中国(02282.HK)发布公告，该公司的股份和债券(证券代号：05036, 06028及 40634)将于今天(5/2/2026)上午九时正起短暂停止买卖。因此，与该公司有关的所有结构性产品亦将同 时短暂停止买卖。 ...

FF301 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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 美高梅中國控股有限公司 (於開曼群島註冊成立的有限公司) I. 法定/註冊股本變動 | 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) | 02282 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 1 HKD | | 10,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 1 HKD | | 10,000,000,000 | 本月底法定/註冊股本總額 ...

Core Viewpoint - The Macau gaming stocks have risen significantly, driven by positive revenue data and expectations for continued growth in the coming months [1] Group 1: Stock Performance - New World Development (00200) increased by 6.32%, reaching HKD 4.54 [1] - Wynn Macau (01128) rose by 4.28%, reaching HKD 6.09 [1] - Galaxy Entertainment (00027) saw a rise of 4.11%, reaching HKD 42.08 [1] - MGM China (02282) increased by 1.26%, reaching HKD 12.85 [1] Group 2: Revenue Data - The Macau Gaming Inspection and Coordination Bureau reported a gross gaming revenue of MOP 22.633 billion in January, representing a year-on-year increase of 24% and a month-on-month increase of 8.4% [1] - Morgan Stanley's report indicated that January's total gaming revenue in Macau exceeded market expectations [1] - Due to the Lunar New Year holiday falling entirely in February, additional growth is anticipated, with an estimated revenue increase of 22% year-on-year for that month [1] Group 3: Future Projections - CICC forecasts that the total gaming revenue for February 2026 will range between MOP 21-22.4 billion, with a daily average revenue of MOP 750-800 million [1]

Group 1 - The core viewpoint of the report indicates that the total gaming revenue in Macau is expected to range between 21-22.4 billion MOP in February 2026, with daily average revenue projected at 750-800 million MOP, reflecting a year-on-year growth of 6-13%, but a decline of 12-17% compared to February 2019 [1] - In January 2026, Macau recorded a total gaming revenue (GGR) of 22.6 billion MOP, representing a year-on-year increase of 24.0% and a month-on-month increase of 8.4%, surpassing the consensus expectation of 18.5% growth [1] - The daily average revenue (ADR) for January 2026 was 730 million MOP, which is a 24.0% year-on-year increase and an 8.4% month-on-month increase from December 2025 [1] Group 2 - The strong performance of Macau's gaming industry in January 2026 is attributed to several factors: a longer New Year holiday compared to previous years, sustained demand on other days of the month, and diversified activities attracting visitors [2] - The estimated VIP gaming revenue in January 2026 decreased by 46-55% compared to January 2019, while mass gaming revenue increased by 27-37%, with mass revenue accounting for 70-75% of total gaming revenue [2] - In December 2025, the number of visitors to Macau increased by 17.8% year-on-year, reaching 3,580,130, which is 116.1% of the level seen in December 2019 [2]

Group 1 - The gaming stocks are rising in the morning session despite market trends, with Sands China (01928) up by 4.52% to HKD 17.80 [1][3] - MGM China (02282) increased by 1.68% to HKD 12.71 [1][3] - Galaxy Entertainment (00027) saw a rise of 1.01% to HKD 40.20 [1][3] - Melco International Development (00200) experienced a slight increase of 0.24% to HKD 4.24 [1][3]

Core Viewpoint - The Macau gaming stocks experienced an upward trend, with significant increases in share prices for major companies, driven by strong gaming revenue growth in January 2023 [1] Group 1: Market Performance - Sands China saw a rise of 5.5%, while MGM China increased by 2.56%. Other companies like Galaxy Entertainment and SJM Holdings also reported gains of 1.3% and approximately 1%, respectively [1][2] - The overall performance of Macau gaming stocks is contrary to broader market trends, indicating strong investor confidence in the sector [1] Group 2: Gaming Revenue - The Macau Gaming Inspection and Coordination Bureau reported that January's gaming revenue reached 22.633 billion MOP, marking a year-on-year increase of 24%, surpassing the expected growth of 18.5% [1] - Month-on-month, the revenue increased by 8.35%, reflecting a robust recovery in the gaming sector [1] Group 3: High-End Customer Trends - A monthly survey by Citigroup indicated that the betting volume from high-end gamblers rose by 25% year-on-year in January, attributed to effective marketing strategies [1] - Promotions included free tickets to a concert by the popular K-pop group BLACKPINK in Hong Kong and collaborations with brands like Pop Mart's Twinkle Twinkle [1] Group 4: Hotel Occupancy - UBS's recent research highlighted that among 32 tracked hotels, 27 reported fully booked rooms for the upcoming Lunar New Year holiday, indicating a stable demand compared to the same period last year [1]

Group 1 - The gaming stocks are experiencing an upward trend, with Sands China increasing by 5.5% [1] - MGM China has risen by 2.56% [1] - Galaxy Entertainment and SJM Holdings have both seen a rise of 1.3% [1] - Melco International Development and Wynn Macau have increased by approximately 1% [1]

Group 1 - The gaming stocks in Macau have risen against the trend, with Sands China increasing by 5.5%, MGM China by 2.56%, Galaxy Entertainment and SJM Holdings by 1.3%, and Melco International and Wynn Macau by approximately 1% [1][2] - The Gaming Inspection and Coordination Bureau of Macau reported that gaming revenue for January reached 22.633 billion MOP, a year-on-year increase of 24%, exceeding the expected 18.5%, and a month-on-month increase of 8.35% [1] - According to Citigroup's monthly survey, the betting volume from high-end gamblers in January grew by 25% year-on-year, likely due to aggressive marketing strategies, including free tickets to a concert by the popular K-pop group BLACKPINK in Hong Kong and collaboration with Pop Mart's Twinkle Twinkle [1] - UBS's recent research indicated that for the upcoming Lunar New Year holiday, 27 out of 32 tracked hotels showed sold-out rooms, similar to the situation in the same period last year [1]

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。 ...

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]