港股异动 | 博彩股早盘普跌 澳门预期明年赌收2360亿澳门元 小摩称11月赌收增幅或放缓
智通财经网·2025-11-21 02:47

Group 1 - The gaming stocks experienced a decline in early trading, with Sands China down 5.33% to HKD 19.2, Wynn Macau down 5.12% to HKD 6.3, MGM China down 3.67% to HKD 15.47, and Galaxy Entertainment down 3.15% to HKD 38.76 [1] - The Macau government anticipates that the tourism industry will continue to develop in 2026, estimating the total gaming gross revenue for next year to be MOP 236 billion, considering external uncertainties and economic conditions [1] - For the first ten months of this year, the gaming revenue reached MOP 2,054.27 billion, reflecting a year-on-year growth of 8% [1] Group 2 - According to a report from JPMorgan, the total gaming revenue in Macau for October was MOP 24 billion, showing a year-on-year increase of 16% and a month-on-month increase of 32%, marking the strongest performance in six years [1] - The bank projects that the growth rate may slow to 8% to 10% in November due to a tougher comparison base, but expects an acceleration in gaming revenue growth to 15% to 17% starting in December, with at least low double-digit growth anticipated in the first quarter of next year [1]