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]

消息面上，美高梅中国公布，根据国际财务报告准则，截至今年6月30日止第2季度，总收益为86.67亿 港元，同比增长8.89%；上半年总收益为166.61亿元，同比增长2.73%。第2季公司的经调整EBITDA为 25.11亿元，同比增长2.79%，创新高。花旗指出，将美高梅目标价从17.1港元上调至18港元，并维持"买 入"评级。 花旗维持2025年7月GGR预测为210亿澳门元(约为2019年7月水平的86%，同比增长13%)，预计郭富城 (新濠影汇)、林忆莲(金沙中国威尼斯人综艺馆)及汪峰(美高梅)的演唱会将支持本月剩余时间的日均 GGR维持在约6.68亿澳门元。此外，麦格理最近将2025年澳门总博彩收入的预估上调5%至2,357亿元， 代表全年按年增长4%。 博彩股逆势上扬，截至发稿，美高梅中国(02282)涨6.67%，报16.64港元；新濠国际发展(00200)涨 4.02%，报5.44港元；金沙中国(01928)涨1.82%，报19.06港元；银河娱乐(00027)涨1.32%，报38.45港 元。 ...