集团于本年度取得毛利约2.732亿港元，过往年度则约为1.324亿港元。本年度毛利率约为48.3%，而过 往年度则约为57.6%。毛利率下跌主要由于2024年五月接管赌场业务后产生的博彩税及牌照费所致。 智通财经APP讯，国际娱乐(01009)发布截至2025年6月30日止年度业绩，收入5.66亿港元，同比增长 146.4%;净亏损2.82亿港元，同比扩大113.8%;每股基本亏损20.61港仙。 ...

Market Overview - The market sentiment is cautious ahead of the holiday, leading to a decline in the Hong Kong stock market, which closed down 1.35% [1] - New tariffs announced by the U.S. on various imported products, including a 25% tariff on heavy trucks and a 100% tariff on patented and branded drugs, are expected to impact the market negatively [1] Company Performance - Pharmaceutical companies like Kelaiying and Yaojie Ankang saw their stocks drop over 7% due to the tariff news, although the impact on the pharmaceutical sector is limited as U.S. domestic companies bear the sales burden [2] - Boleton, focusing on electric heavy trucks, surged over 20% as it is not affected by the new tariffs [2] Automotive Industry - XPeng Motors announced its entry into five European markets, planning to launch new models and implementing a stock incentive plan, resulting in a stock increase of over 5% [4] - Chery Automobile is expanding its overseas market presence and has established a local development and global collaboration system, with a projected strong sales performance in various regions [4] Energy Sector - The National Energy Administration emphasizes expanding the use of green hydrogen and integrating it into various industries, which is expected to create new growth points in the renewable energy sector [5] - Wood Mackenzie forecasts that global wind power installations will exceed 170 GW annually over the next five years, with a peak of 200 GW by 2034, benefiting companies like Goldwind Technology [5] Gaming and Entertainment - The gaming sector is experiencing growth, with NetDragon leveraging AI technology to reduce costs and improve efficiency, leading to a stock increase of over 16% [6] Semiconductor Industry - The successful launch of a 12-inch silicon carbide substrate processing line marks a significant advancement for China's third-generation semiconductor industry, positioning companies like Jingrui SuperSiC as leaders in the field [7] Battery Industry - Tianneng Power's revenue for the first half of 2025 decreased by 51.53% due to rising raw material costs, but the company is refocusing on its lead-acid battery business, which holds a significant market share [8] - The lithium battery segment showed a revenue increase of 174.6%, driven by demand in the domestic and U.S. markets, indicating potential for recovery in profitability [9]

格隆汇9月26日丨美高梅中国(02282.HK)公告，9月26日耗资1596.5万港元回购100万股。 ...

每经AI快讯，9月26日，港股博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200.HK)涨5.03%，报 5.64港元；银河娱乐(00027.HK)涨3.08%，报42.9港元；澳博控股(00880.HK)涨2.59%，报3.17港元；美 高梅中国(02282.HK)涨1.72%，报16.01港元。 ...

智通财经APP获悉，博彩股午后涨幅扩大，截至发稿，新濠国际发展(00200)涨5.03%，报5.64港元；银 河娱乐(00027)涨3.08%，报42.9港元；澳博控股(00880)涨2.59%，报3.17港元；美高梅中国(02282)涨 1.72%，报16.01港元。 高盛此前发布研报称，对于十一黄金周，基于酒店预订几乎"爆满"，以及与客户沟通的情况，博彩企业 普遍预期需求强劲，而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出，若9月与国庆 期间的游客数量与赌场收入较好，对龙头博彩股将受益。 消息面上，为防范超强台风"桦加沙"，澳门特区政府于9月23日下午5时关闭赌场，至9月25日凌晨2时重 开，历时33小时。汇丰表示，赌场停业或进一步抑制国庆黄金周前的淡季需求。但分析人士表示，中秋 国庆"超级黄金周"已然临近，旅游业的强劲复苏也为博彩股带来长期信心。 ...

美高梅中国(02282)发布公告，于2025年9月25日该公司斥资1574.99万港元回购100万股，回购价格为每 股15.61-15.85港元。 ...

智通财经APP讯，美高梅中国(02282)发布公告，于2025年9月25日该公司斥资1574.99万港元回购100万 股，回购价格为每股15.61-15.85港元。 ...

· 2025 年 9 月 25 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 46,121.28 | -0.37% | | 标普 500 指数 | 6,637.98 | -0.28% | | 纳斯达克综合指数 | 22,497.86 | -0.33% | | 英国富时 100 指数 | 9,250.43 | 0.29% | | 德国 DAX 指数 | 23,666.81 | 0.23% | | 日经 225 指数 | 45,524.00 | -0.23% | | 台湾加权指数 | 26,247.37 | 1.42% | | 内地股市 | | | | 上证指数 | 3,853.64 | 0.83% | | 深证成指 | 13,356.14 | 1.80% | | 香港股市 | | | | 恒生指数 | 26,518.65 | 1.37% | | 国企指数 | 9,442.99 | 1.64% | | 红筹指数 | 4,045.49 | -0.04% | | 恒生科技指数 | 6,323.15 | 2.53% | | AH 股溢 ...

Group 1 - Citi maintains the Hang Seng Index target at 26,800 points for the end of this year and 27,500 points for mid-next year, driven by the 15th Five-Year Plan which is expected to catalyze growth in multiple sectors including technology, tourism, healthcare, insurance, and renewable energy [1] - The Hong Kong stock market has shown strong upward momentum this year, with expectations of broad recovery in earnings for both mainland and Hong Kong markets next year, supported by relatively low valuations compared to the US and Europe, and the Chinese market being one of the best performers when the US dollar weakens [1] - The outlook for internet stocks is positive, with AI expected to enhance advertising monetization and accelerate growth in AI computing platforms and cloud services, indicating that this sector is still in its early discovery phase [1] Group 2 - The gaming industry is expected to benefit from a supportive approval stance from mainland authorities, with at least 1,500 domestic games anticipated to be approved, and mobile gaming being less affected by foreign economic conditions [1] - The online retail sector is expected to recover healthily as competition in the food delivery market stabilizes [1] - The banking sector is viewed favorably due to public fund reforms driving capital inflows into financial stocks, and the potential for profit growth from adjustments in provisions, alongside the attractiveness of high-yield stocks amid declining interest rates in the US and China [1] Group 3 - The gaming and casino sectors are also seen as attractive, with current valuations being reasonable and low sensitivity to tax changes, alongside expectations for increased foot traffic from events like concerts during the Golden Week [1] - Market expectations suggest that the Federal Reserve will continue to cut interest rates, but any further reduction in Hong Kong's best lending rate may depend on the stabilization of the local property market [2] - Citi has raised its earnings per share forecast for 2026 from 8.1% to 9.8%, benefiting from a low base in the internet sector, global economic growth, recovering demand for industrial stocks, and strong growth in the essential consumer goods sector [2]

智通财经APP获悉，博彩股午后跌幅扩大，截至发稿，新濠国际发展(00200)跌4.03%，报5.24港元；美 高梅中国(02282)跌2.49%，报15.66港元；澳博控股(00880)跌2.52%，报3.1港元；永利澳门(01128)跌 1.99%，报6.88港元。 花旗发布研报称，澳门特区政府已发出警示，若本周超强台风桦加沙触发八号或以上热带气旋警告信 号，将要求赌场暂停营业。因此，该行将9月的博彩总收入预测由195亿下调至185亿澳门元，按年增长 7%，相当于2019年同期约84%，意味今个月余下时间的日均博彩收入约5.61亿澳门元。 消息面上，为防范超强台风"桦加沙"，澳门特区政府地球物理气象局23日5时发出三号风球，预计将在 17时改发八号风球。澳门特区政府已全面启动应急机制。据悉，澳门将进入即时预防状态，将执行低洼 地区疏散撤离计划。 ...