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]

供股所得款项净额在扣除开支后估计约为8690万港元(假设于记录日期或之前已发行股份数目并无变 动)。公司拟将供股所得款项净额用作一般营运资金，包括约3000万港元用于支付现有贸易及其他应付 款项;约1700万港元用于支付现有应付物业税;及剩余部分用于支付利息及一般营运开支。 澳门励骏(01680)发布公告，公司建议透过按于记录日期每持有2股现有股份获发1股供股股份的基准以 认购价每股供股股份0.3港元发行3.1亿股供股股份(假设于记录日期或之前已发行股份数目并无变动，筹 集所得款项总额最多约9300万港元。供股仅供合资格股东参与，将不会扩展至不合资格股东。 ...

该行预测澳门在"十一黄金周"首五天日均博彩毛收逾11亿澳门元，对比去年10.8亿澳门元，且或可能追 上疫前水平的11.6亿澳门元。该行料今年尾端需求或较持久与强劲，推动十月第二周澳门博彩毛收日均 7.5亿至7.6亿澳门元，对比去年6.43亿澳门元。首两周澳门博彩毛收料达日均9.3亿澳门元，对比去年 8.46亿澳门元，全月博彩毛收料同比升11%至13%至逾230亿澳门元，创六年高。 摩根大通发布研报称，在澳门博彩股偏好银河娱乐(00027)及金沙中国(01928)，均予"增持"评级，分别 予目标价24.5港元及54港元。 澳门9月博彩毛收同比升6%至183亿澳门元，低于市场预期增长9%。上月受超强台风影响令赌场临时关 闭，且出现广泛航班及列车班次取消，估算台风导致月度博彩毛收减少5%至10%，意味澳门上月博彩 毛收在没有台风影响下应录得双位数同比增长。 ...

每经AI快讯，10月3日，港股金界控股(03918.HK)跌超4%，昨日曾大涨超9%。截至发稿，跌4.38%，报 6.12港元，成交额6926.68万港元。 ...

花旗发布研报称，金界控股(03918)第三季总博彩收入为2亿美元，胜于该行预测的1.524亿美元。该行考 虑到公司的收入数据，将其2025至27财年的盈利预测上调20%至24%，目标价相应由4.4港元上调至5.4 港元，但维持"沽售"评级。该行表示，虽然公司过去三个季度的博彩收入强劲增长，但Naga3项目的规 模仍存在不明朗因素。 ...

花旗指出，澳门9月博彩总收入同比增长6%至182.89亿澳门元，相当于每日平均收入6.1亿澳门元，达 2019年同期水平的83%。数字大致符合该行预期的185亿澳门元，但较市场共识的188亿澳门元低3%。 展望10月，花旗预计博彩总收入将达230亿澳门元，同比增长11%，相当于每日平均收入7.42亿澳门 元。当中，国庆黄金周8天期间的每日收入料达10.5亿澳门元，与今年五一黄金周水平相若；10月9日至 12日期间料达每日8亿澳门元，其余时间则为每日6.33亿澳门元。 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%。大摩发布研报称，澳门9月 博彩总收入为183亿澳门元(下同)，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。 博彩股集体走软，截至发稿，新濠国际发展(00200)跌5.1%，报5.77港元；永利澳门(011 ...

智通财经APP讯，永利澳门(01128)发布公告，于2025年10月2日，公司根据其雇员股份拥有计划向集团 的466名雇员(选定参与者)授出奖励，以认购公司股本中合共46.6万股每股面值0.001港元的普通股(股 份)，占于本公告日期公司已发行股本约0.01%，惟须待选定参与者接纳后，方可作实。 ...

Group 1: Market Overview - The Hang Seng Index rose by 1.45%, gaining 390 points to close at 27,245 points, while the Hang Seng Tech Index increased by 2.66% [1] - The early trading volume in Hong Kong stocks reached HKD 124 billion [1] Group 2: Gold and Lithium Stocks - Gold stocks surged due to rising safe-haven demand and interest rate cut expectations, with China Silver Group increasing over 30% and Zijin Mining International rising over 12% [1] - Lithium stocks also performed well, with Tianqi Lithium rising over 13% and Ganfeng Lithium increasing over 10%. The U.S. government announced it would hold a small stake in Lithium Americas, causing its stock to spike over 40% in after-hours trading [1] Group 3: Biotechnology and Solar Stocks - The Hang Seng Biotechnology Index rose over 2%, with Kintor Pharmaceutical increasing over 7% and Innovent Biologics rising over 4% [1] - In September, prices for polysilicon, silicon wafers, batteries, and photovoltaic modules increased, with upstream prices rising more than downstream prices. Solar stocks generally rose, with Xinyi Solar increasing over 10% and Fuyao Glass rising over 6% [1] Group 4: Semiconductor and AI Stocks - Chip stocks continued to rise, with institutions stating that a new era for domestic AI chips has begun. SMIC rose over 9% to reach a new high, while Shanghai Fudan and Huahong Semiconductor increased by 4.39% and 5.56%, respectively [2] Group 5: Company-Specific Developments - Kuaishou-W rose over 7% due to recent upgrades in its AI capabilities [3] - Gaming company Goldin Financial Holdings increased over 7%, reporting a 29.6% year-on-year increase in total gaming revenue for the first three quarters [4] - Sanofi Biologics-B surged over 21% after announcing the initiation of Phase I clinical trials for its respiratory combined vaccine candidate [5] - New Ming China experienced a significant drop of over 83% in early trading, following multiple large-scale stock transfer records in September [6]