Group 1 - The core viewpoint of the article highlights the strong performance of Macau gaming stocks, driven by various factors including events, wealth effects from the stock market, relaxed visa policies, and ongoing security concerns in Thailand and the Philippines, leading to increased mainland tourist visits to Hong Kong and Macau [1] - According to Goldman Sachs, the gaming companies in Macau expect strong demand during the upcoming Golden Week, supported by nearly full hotel bookings and positive customer communications, with the National Games not significantly impacting gaming revenue [1] - The overall industry anticipates sustained strong growth momentum for the remainder of the year, with Goldman Sachs projecting a 9% year-on-year increase in Macau's total gaming revenue (GGR) for 2025, translating to a 14% year-on-year growth from September to December this year, and a 7% growth in 2026 [1] Group 2 - Specific stock performances include Wynn Macau rising nearly 3%, Galaxy Entertainment up 2%, Melco International Development increasing by 1.5%, Sands China and Suncity Group both gaining over 1%, and MGM China following suit [1] - The latest stock prices and changes are as follows: Wynn Macau at 6.830 (+2.71%), Galaxy Entertainment at 41.540 (+1.96%), Melco International Development at 5.380 (+1.51%), Sands China at 20.600 (+1.28%), Suncity Group at 0.890 (+1.14%), and MGM China at 15.610 (+0.13%) [1]
港股异动丨濠赌股普遍上涨 高盛料澳门博彩强劲势头持续