Market Overview - The Hang Seng Index is experiencing a downward trend, with investors anticipating further declines, particularly around the 24600 level, while some see support at 24700 and are considering bullish options with a recovery price of 24200 [1] - Technical signals for the index are neutral, indicating a 50% probability of either rising or falling as it approaches the middle line of the Bollinger Bands [1] Kuaishou Technology (01024.HK) - The stock price is nearing the upper limit of the Bollinger Bands, with a strong buy signal indicated by 16 buy signals and 1 sell signal [3] - Resistance levels are identified at 81 and 87.1, while support is close to 69.7, aligning with investor expectations around 70 [3] Kingsoft Corporation (03888.HK) - The stock is showing resilience in a declining market, stabilizing above the recent low of 34.7, with a target range of 38-40 [6] - Technical signals suggest a buy, with resistance at 37.9 and support at 33.7 and 32.6 [7] Pop Mart International (09992.HK) - The stock closed at 246, with a sell signal indicated, and primary support identified at 236 [10] - Investors are holding put options with a strike price of 178.78, which may be too far from the current price, leading to lower price sensitivity [10] Semiconductor Manufacturing International Corporation (00981.HK) - The stock opened high but closed at 51.1 after reaching a peak of 52.95, with a recent volatility of 9.2% [13] - Technical signals indicate a buy with 13 buy signals and 4 sell signals, resistance levels at 54.2 and 56.8, and support at 47.2 and 45.2 [13][14] Sands China Ltd. (01928.HK) - The stock closed at 19.04, maintaining position above the middle line of the Bollinger Bands [17] - A buy signal is indicated, with resistance at 19.6 and 20, and support at 18.3 and 17.3 [17][20]

Group 1 - PENN Entertainment is expected to report a year-over-year increase in earnings, with a projected quarterly loss of $0.04 per share, reflecting a change of +77.8% [3][12] - Revenues for PENN are anticipated to be $1.73 billion, which is a 4.3% increase from the same quarter last year [3] - The consensus EPS estimate has been revised 8.61% lower over the last 30 days, indicating a reassessment by analysts [4] Group 2 - The Zacks Earnings ESP for PENN is +23.32%, suggesting a bullish outlook from analysts regarding the company's earnings prospects [12] - The stock currently holds a Zacks Rank of 3, indicating a hold position [12] - Historically, PENN has beaten consensus EPS estimates three out of the last four quarters, with a recent surprise of +13.79% [13][14] Group 3 - Super Group (SGHC) Limited, another player in the gaming industry, is expected to report earnings per share of $0.13, representing a year-over-year change of +62.5% [18] - Revenues for Super Group are projected to be $503 million, up 12.7% from the previous year [18] - The consensus EPS estimate for Super Group has been revised 16.7% lower over the last 30 days, with an Earnings ESP of 0% [19]

新濠国际发展(00200)公布，新濠博亚娱乐2025年第二季度的总营运收益为13.3亿美元，同比增加约 15%。总营运收益增加，主要可归因于整体博彩及非博彩营运的表现均有改善。营运收入为1.247亿美 元，同比增长0.81%;新濠博亚娱乐应占净收入为1720万美元，同比减少19.63%。 ...

相关事件 格隆汇7月31日丨新濠国际发展(00200.HK)公告，公司上市附属公司─新濠博亚娱乐有限公司公布截至 2025年6月30日止第二季度未经审核财务业绩。 新濠博亚娱乐2025年第二季度的总营运收益为13.3亿美元，同比增加约15%。总营运收益增加，主要可 归因于整体博彩及非博彩营运的表现均有改善。 2025年第二季度的营运收入为1.25亿美元，而2024年第二季度的营运收入为1.2亿美元。新濠博亚娱乐于 2025年第二季度录得经调整物业EBITDA(即扣除利息、税项、折旧、摊销、开业前成本、开发成本、物 业开支及其他、以股份为基础的薪酬、根据合作安排付予菲律宾订约方("菲律宾订约方")的款项、综合 度假村及娱乐场租金、企业及其他开支以及其他非营运收入及开支前的净收入／亏损)为3.78亿美元， 而2024年第二季度则录得经调整物业EBITDA为3.03亿美元。 新濠国际发展(00200.HK)附属新濠博亚娱乐第二季度总营运收益13.3亿美元 同比增加约15% 港股异动丨 张学友演唱会带动澳门6月博彩收入超预期，新濠国际发展大涨超13% ...

Core Viewpoint - The Hong Kong stock market showed a decline on July 31, with the Hang Seng Index dropping by 1.60% and the Hang Seng Technology Index down by 0.69%, while some sectors like SaaS, gaming, and gambling stocks experienced gains [1][2][3]. Market Performance - The Hang Seng Index closed at 24,773.33, down 403.60 points or 1.60% [3]. - The Hang Seng Technology Index and the Hang Seng China Enterprises Index also saw declines, closing at 5,453.14 and 8,882.95 respectively [3]. Sector Highlights - SaaS stocks such as Youzan and Duiba surged over 10%, driven by positive earnings forecasts from Youzan, which expects revenue between 709 million to 719 million RMB for the first half of 2025, a year-on-year growth of 3.3% to 4.8% [5][6]. - Gambling stocks like MGM China, SJM Holdings, and Sands China rose by 6.41%, 4.02%, and 1.71% respectively [6][7]. - Gaming stock Dreamland saw an increase of over 10% [7]. Semiconductor Sector - Semiconductor stock SMIC experienced a rise of 1.79% after a midday surge of over 5%, following news of Nvidia being questioned regarding security risks associated with its H20 computing chip [9][11]. Technology Sector - Major technology stocks faced declines, with Tencent Holdings slightly up by 0.18%, while Meituan and JD.com fell by 4.55% and 3.15% respectively [13][14]. Financial Sector - The financial sector showed poor performance, with stocks like China Pacific Insurance and China Life Insurance dropping over 4% [18][19]. - Securities firms such as China Merchants Securities and China Galaxy Securities fell by more than 5% [16][18]. Gold Sector - Gold stocks experienced a downturn, with Lingbao Gold dropping over 4% and other companies like Zhaojin Mining and Shandong Gold falling over 3% [21].

花旗表示，美高梅中国业务持续强劲，升目标价至18港元，维持"买入"评级。 ...

（原标题：里昂：料美高梅中国(02282)次季EBITDA高于预期） 智通财经APP获悉，里昂发布研报称，美高梅中国(02282)2025年第二季度物业EBITDA按季增长6%至 25.11亿港元，较市场共识及该行的预测高出5%至6%。此增长主要得益于期内市场整体扩张下，公司收 入市场份额按季提升0.9个百分点至16.6%，5月1日开业的"Alpha Villa"项目贡献显著。该行估计，美高 梅中国路氹贵宾厅异常高的赢率带来EBITDA约8600万港元。整体物业EBITDA利润率微降至29%，但 仍符合公司订立的接近20%的目标区间。 ...

（原标题：花旗：美高梅中国(02282)业务持续强劲 升目标价至18港元 维持"买入"评级） 智通财经APP获悉，花旗发布研报称，将美高梅中国(02282)目标价从17.1港元上调至18港元，并维 持"买入"评级。即使近期股价上涨，花旗认为该股的估值仍具吸引力，现价相当于2026财年EBITDA倍 数为8.3倍(低于平均值一个标准差以上)。以50%的股息支付率计算，该股提供约4%的股息收益率。 美高梅中国在2025年第二季录得历史新高的税息折旧及摊销前利润(EBITDA)，达25.11亿元，市场份额 为16.6%，EBITDA利润率为29%(均符合管理层指引)。花旗认为，这反映了其竞争力及审慎的支出(特 别是在玩家再投资方面)，尽管金沙中国(01928)的伦敦人名汇及银河娱乐(00027)的嘉佩乐酒店(Capella) 推出了新产品。根据美高梅中国管理层表示，业务势头在2025年7月持续强劲，各业务分部均录得强劲 的交易量。鉴于近期稳健的趋势，花旗预计美高梅中国自2025年7月至2026年中开放的新套房和别墅， 将有助于其至少守住其市场份额。 ...

7月31日，港股三大指数全线下跌。恒指跌1.6%失守25000点关口，国指跌1.72%，恒科指收跌0.69%且录得6连跌。 本月，三大指数均飘红收官。恒指、国指、恒科指分别累计收涨2.91%、2.36%、2.83%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | 月初至今涨跌幅 | 年初至今涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 0 | 24773.33 | -403.60 | -1.60% | 2.91% | 23.50% | | 800100 | 国企指数 | | 8882.95 | -155.32 | -1.72% | 2.36% | 21.85% | | 800700 | 恒生科技指数 | | 5453.14 | -37.62 | -0.69% | 2.83% | 22.05% | 今日，大型科技股普遍下跌，大金融股(银行、保险、券商)、中字头等权重股普遍表现低迷，钢铁股、家电股、汽车股、光伏股等"反内卷"相关板块齐跌， 黄金股、石油股等避险板块亦走低。 | 代码 | 名称 | ...

| 名称 | | 最新价 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 800000 | Man | 24773.33 | -1.60% | | 国企指数 800100 | min | 8882.95 | -1.72% | | 恒生科技指数 800700 | | 5453.14 | -0.69% | 格隆汇7月31日｜港股三大指数全线下跌，恒生指数跌1.6%失守25000点关口，国企指数跌1.72%，恒生 科技指数盘中曾转涨午后再度走弱，最终收跌0.69%并且录得6连跌。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 盘面上，大型科技股普遍下跌，美团跌4.55%，京东跌超3%，小米跌2.9%。阿里巴巴、百度跌超1%， 快手涨超6%，腾讯勉强飘红；大金融股(银行、保险、券商)、中字头等权重股普遍表现低迷，其中，招 商证券(600999)跌 ...