根据该行的查验，2月首22天澳门博彩总收益为143亿澳门元(下同)，即日均6.5亿元。上周的日均收益， 涵盖农历新年假期的淡静及高峰时段为7.85亿元，低于该行预期的8.5亿元。该行表示，假期开始时表现 呆滞，首4至5天日均收益约4.5亿元，同比录得双位数跌幅。但从第6天起，活动急升，每日博彩总收益 突破12亿元，意味着同比增长10%至15%。假期尚未结束，未来数天至关重要，此假期后的"尾随需 求"阶段通常是高端玩家加速消费的时候。该行将于周末取得全月数据后全面了解情况。 鉴于农历新年表现好坏参半，该行微调2月博彩总收益预测至同比持平至增长2%(此前预测增长2%至 5%)。撇除季节性及日历因素后，料2026年首两个月博彩总收益增长12%至13%(此前预测增长13%至 14%)，与该行及市场的行业预测一致。 摩根大通发布研报称，更新对澳门博彩股的最新偏好次序。首选为银河娱乐(00027)，给予"增持"评级; 其次为美高梅中国(02282)，同样获"增持"评级; 金沙中国(01928)与永利澳门(01128)则紧随其后，两者均 获"增持"评级。新濠博亚娱乐(MLCO.US)的评级为"中性"，而新濠国际发展(002 ...

Market Overview - Hong Kong stocks opened higher, with the Hang Seng Index rising by 2.53% to 27,081.91 points, driven by a rebound in the technology sector[13] - European markets showed mixed results, with the Euro Stoxx 600 index down 0.5%, while the UK FTSE 100 index remained relatively stable, closing at 10,684.74 points[11] - US markets faced significant declines, with the Dow Jones dropping 1.7% to 48,804.1 points, marking its largest single-day drop since January 20[11] Economic Indicators - China's GDP is projected to grow by 4.7% year-on-year in Q1 2026, benefiting from a high base effect and increased consumer spending during the extended Spring Festival holiday[6] - The average daily cross-regional flow of people during the Spring Festival increased by nearly 9% compared to the previous year, boosting hotel and flight prices[6] Commodity and Currency Trends - Gold prices surged by 2.87%, closing at $5,204.7 per ounce, driven by increased demand for safe-haven assets amid geopolitical tensions and tariff uncertainties[32] - The US dollar index fell by 0.1%, with the euro and yen appreciating against the dollar[32] Fixed Income Market - US Treasury yields declined, with the 2-year yield down 4 basis points to 3.44%, reflecting heightened risk aversion in the market[35] - Asian credit markets remained stable, with spreads narrowing by 1 basis point, as investors cautiously monitored US tariff developments[35] Sector Performance - In the US, technology and software stocks were heavily sold off, with IBM experiencing a drop of over 13%, while major tech stocks like Microsoft and Meta fell by approximately 3%[11] - In Hong Kong, the materials sector led gains with a 4.3% increase, while the energy sector saw minimal growth of 0.2%[14]

復牌進度之季度更新； 及繼續暫停買賣 本公告由世紀娛樂國際控股有限公司根據上市規則第13.09條及13.24A條以及香港 法例第571章證券及期貨條例第XIVA部有關內幕消息的條文而刊發。 復牌進度之季度更新 茲 提 述 (1) 本 公 司 日 期 為 二 零 二 五 年 六 月 二 十 七 日 及 二 零 二 五 年 八 月 十 一 日 之 公 告，內容有關（ 其中包括 ）有關暫停買賣及復牌指引；(2)日期為二零二五年十一月 十日之公告，內容有關（ 其中包括 ）本公司復牌進度之季度更新；及(3)本公司日期 為二零二五年三月二十一日、二零二五年七月九日、二零二五年十月十三日、二 零 二 五 年 十一 月 十 日 及 二 零 二 六 年一 月 八 日 有 關 最 新 業務 資 料 之 自 願 公 告（ 統 稱 「該 等 公 告」）。 除 另 有 界 定 者 外 ， 本 公 告 所 用 詞 彙 與 該 等 公 告 所 界 定 者 具 有 相 同 涵義。 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對其準確性或完整性亦不 ...

港股恒生指数跌1.93%，跌521点，报26560点；恒生科技指数跌2.36%。港股早盘成交1387亿港元。 大模型双雄逆市反弹，智谱(02513)涨超20%；MINIMAX-WP(00100)涨超7%。 建滔系盈喜后继续走高。覆铜板及上游物料量价齐升，带动集团全年业绩增长。建滔积层板(01888)涨 超11%；建滔集团(00148)涨4.5%。 中国中免（601888）(01880)再跌超9%，三日累跌逾两成，机构称股价已反映海南免税亮眼表现。 博彩股集体走低。春节假期澳门日均赌收逊预期，花旗下调2月赌收预测。美高梅中国(02282)跌4.2%。 内险股全线回落。新华保险（601336）(01336)跌超5%，险企Q4净利润或受短期投资波动影响。 猫眼娱乐(01896)跌超7%创九个月新低，今年春节档电影票房偏弱。 潼关黄金(00340)涨超5%，预计去年溢利同比增长约289%至298%。 东方电气（600875）(01072)涨超6%，重燃主机供需硬缺口将长期延续，公司燃气轮机出口有潜在扩张 空间。 长飞光纤（601869）光缆(06869)涨超5%再创新高，光纤光缆景气度有望持续向上。 ...

Group 1 - Hong Kong gaming stocks collectively declined, with MGM China (02282.HK) down 4.06% to HKD 13.01 [1] - Melco International Development (00200.HK) fell 4.21% to HKD 4.55 [1] - Sands China (01928.HK) decreased by 3.04% to HKD 18.18 [1] - Wynn Macau (01128.HK) dropped 1.68% to HKD 5.84 [1]

Overall Market Outlook - The tourism market is experiencing a significant boom during the extended Spring Festival holiday, which lasts for 9 days, benefiting from favorable weather conditions and travel patterns [1][8] - The demand for travel is expected to exceed expectations, driven by service consumption policies and the trend of multi-destination travel [1][8] Travel Trends - The extended holiday has reshaped travel structures, leading to a rise in multi-segment trips, with users averaging 5.9 days of travel, an increase of 1.1 days year-on-year [2] - There is a notable increase in travelers visiting multiple destinations, with a 19 percentage point rise in the proportion of tourists visiting two destinations [2] - The flow of travelers is shifting, with a significant increase in "reverse urbanization" as older generations travel to cities [2] Hotel Performance - Hotel occupancy rates (Occ) averaged 50.0% during the first seven days of the holiday, up 3.1 percentage points year-on-year, with an average daily rate (ADR) of 300.4 yuan, an increase of 11.0% [3] - The average revenue per available room (RevPAR) reached 150.4 yuan, reflecting an 18.6% year-on-year growth, significantly surpassing pre-holiday expectations [3] Duty-Free Sales - Duty-free sales in Hainan have seen substantial growth, with sales reaching 13.8 billion yuan and 17.7 million visitors during the first five days of the holiday, marking increases of 19% and 24.6% respectively [5] - Sanya's duty-free sales exceeded 2 billion yuan on the first day of the Lunar New Year, maintaining above 2 billion yuan for several consecutive days, with year-on-year growth rates ranging from 18.2% to 36.7% [5] Scenic Spots - Tourist traffic at scenic spots has been robust, leading to several locations issuing crowd control notices [6] - Notable increases in visitor numbers have been reported at various attractions, with some locations experiencing double-digit growth year-on-year [6] Gaming Industry - Macau's visitor numbers during the holiday period showed a 7.9% increase year-on-year, with mainland visitors up 9.7%, indicating a strong recovery [7] - The gaming revenue growth rate for February is projected to be around 5%, supported by the holiday's long tail effect [7] Investment Strategy - The service industry is expected to benefit from supportive policies, with a focus on leisure travel and consumption [8] - Recommended investment themes include high-quality leisure travel stocks, stable and growth-oriented companies in the cyclical leisure sector, and companies with high demand elasticity in the recovering market [8]

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 世纪娱乐国际（00959）公布，于2026年2月13日（ 交易时段后 ），合资公司与WPT订立营运协议。根 据营运协议，WPT（ 作为获PAGCOR认可的获授权电子博彩系统服务供应商 ）授予合资公司使用其该 平台连同相关内容及技术的权限，以在遵守适用法律及法规的情况下，开发、营运及变现针对亚太地区 （ 不包括菲律宾 ）市场的应用程式。 公司正积极于亚太地区数字博彩领域寻求增长机遇。营运协议让合资公司能够利用WPT获PAGCOR认 证的博彩平台、专有内容及监管基础设施，以成本效益的方式高效开发及部署手机博彩应用程式的多元 化组合，而毋须另行获取独立博彩牌照及开发核心平台技术。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 世纪娱乐国际（00959）公布，于2026年2月13日（ 交易时段后 ），合资公司与WPT订立营运协议。根 据营运协议，WPT（ 作为获PAGCOR认可的获授权电子博彩系统服务供应商 ）授予合资公司使用其该 平台连同相关内容及技术的权限，以在遵守适用法律及法规的情况下，开发、营运及变现针对亚 ...

智通财经APP讯，世纪娱乐国际(00959)公布，于2026年2月13日( 交易时段后 )，合资公司与WPT订立营 运协议。根据营运协议，WPT( 作为获PAGCOR认可的获授权电子博彩系统服务供应商 )授予合资公司 使用其该平台连同相关内容及技术的权限，以在遵守适用法律及法规的情况下，开发、营运及变现针对 亚太地区( 不包括菲律宾 )市场的应用程式。 公司正积极于亚太地区数字博彩领域寻求增长机遇。营运协议让合资公司能够利用WPT获PAGCOR认 证的博彩平台、专有内容及监管基础设施，以成本效益的方式高效开发及部署手机博彩应用程式的多元 化组合，而毋须另行获取独立博彩牌照及开发核心平台技术。 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或 任何部分內容而產生或因依賴該等內容而引致之任何損失承擔任何責任。 （於百慕達註冊成立之有限公司） （股份代號：959） 自願公告 最新業務資料 — 營運協議 茲提述本公司日期為二零二六年一月八日內容有關合資公司所訂立諒解備忘錄之 公告（「該公告」）。除文義另有所指外，本公告所用詞彙與該公告所界定者具有相 同涵義。 本公告乃由本公司自願刊發，旨在向股東及潛在投資者提供有關本集團業務發展 之最新資料。 營運協議 – 2 – | ： | 據（ | 數據訪問 | 應 | 向 合 | 資 | 公司 | 提 | 供 | 應 | 用 | 程 | 式 | 營運 | 數 | 包 | 括 | 玩 | 家 | WPT | 、 | 、 | 錄 | 總 | 益 | 績 | 指 | 標 | ）的 | 活 | 動 | 交 | 易 | 紀 | 博 | 彩 | 收 | 及 | 效 | 安 | 全 | 實 | | --- | --- | - ...

Market Overview - Cooling inflation signals have led to a valuation recovery in overseas consumer assets, with the U.S. bipartisan push for credit card interest rate cap legislation creating uncertainty in the credit card sector[1] - Weekly performance of sectors shows U.S. hotels leading with a 3.1% increase, followed by overseas sportswear at 2.5% and luxury goods at 2.2%[11] Sector Performance - The U.S. hotel sector's strong performance is attributed to Marriott and Hilton, with Marriott's Q4 2025 adjusted EBITDA exceeding market expectations, reaching $5.84 billion to $5.93 billion[6] - Overseas sportswear saw a 2.5% increase, driven by a lower-than-expected January CPI of 2.4%, enhancing Fed rate cut expectations[13] - Luxury goods increased by 2.2%, with Hermès up 4.5% due to better-than-expected FY2025 results, while LVMH fell by 4.1% due to disappointing performance in key segments[8] Consumer Trends - The jewelry sector has shown resilience, with a year-to-date increase of 13.7%, outperforming other sectors[11] - Domestic sportswear increased by 0.3%, with Anta Sports rising 4.6% following the acquisition of a stake in PUMA[13] Challenges - The credit card sector faced a significant decline of 5.5%, influenced by proposed legislation to cap interest rates, which could severely impact profitability[14] - The snack sector dropped by 4.6%, with companies like Three Squirrels experiencing a 6.2% decline due to substantial drops in e-commerce sales across major platforms[14] Valuation Insights - Valuations across various sectors remain below the historical five-year averages, with overseas sportswear expected PE at 30.1x, only 57% of the past average[9] - The luxury sector's expected PE is 26.2x, representing 49% of its historical average, indicating potential for future growth as market conditions stabilize[9]