小摩：料澳门博彩业下半年GGR增13% 看好银河娱乐(00027)等

智通财经2025-08-12

智通财经APP获悉，摩根大通发布研报称，自从上一次对澳门博彩业进行预测升级以来，三个月内第三次上调对该行业的预测。偏好顺序为：银河娱乐(00027)=美高梅中国(02282)、金沙中国(01928)、永利澳门(01128)、澳博控股(00880)、新濠国际发展(00200)。当中银河娱乐目标价由42港元升至53港元，美高梅中国由15港元升至23港元，金沙中国目标价由18港元升至24.5港元，评级同...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2558451619?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-12 14:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2558451619","market":"hk","top_or_hot":-1,"title":"小摩：料澳门博彩业下半年GGR增13% 看好银河娱乐(00027)等","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，摩根大通发布研报称，自从上一次对澳门博彩业进行预测升级以来，三个月内第三次上调对该行业的预测。偏好顺序为：银河娱乐(00027)=美高梅中国(02282)、金沙中国(01928)、永利澳门(01128)、澳博控股(00880)、新濠国际发展(00200)。当中银河娱乐目标价由42港元升至53港元，美高梅中国由15港元升至23港元，金沙中国目标价由18港元升至24.5港元，评级同...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1328445.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩：料澳门博彩业下半年GGR增13% 看好银河娱乐(00027)等</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩：料澳门博彩业下半年GGR增13% 看好银河娱乐(00027)等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1328445.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根大通发布研报称，自从上一次对澳门博彩业进行预测升级以来，三个月内第三次上调对该行业的预测。偏好顺序为：银河娱乐(00027)=美高梅中国(02282)、金沙中国(01928)、永利澳门(01128)、澳博控股(00880)、新濠国际发展(00200)。当中银河娱乐目标价由42港元升至53港元，美高梅中国由15港元升至23港元，金沙中国目标价由18港元升至24.5港元，评级同...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1328445.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1282649810.SGD","symbol_name":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1328445.html","article_id":"2558451619","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2558451619","pubTimestamp":1754980579,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"当中银河娱乐目标价由42港元升至53港元，美高梅中国由15港元升至23港元，金沙中国目标价由18港元升至24.5港元，评级同为“增持”。澳博目标价由2.2港元升至3港元，评级“中性”，新濠国际目标价虽由2.6港元升至4.5港元，评级则为“减持”。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","01928":"金沙中国有限公司","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","01128":"永利澳门","00200":"新濠国际发展","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","00880":"澳博控股","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","02282":"美高梅中国","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","00027":"银河娱乐","BK4534":"瑞士信贷持仓","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","GGR":"Gogoro","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD"},"translate_title":"JPMorgan: Macau's gaming industry is expected to increase GGR by 13% in the second half of the year, optimistic about Galaxy Entertainment (00027) and others","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00200":0.9,"00027":1,"00880":0.9,"01928":0.9,"02282":0.9,"01128":0.9,"GGR":1},"content_text":"智通财经APP获悉，摩根大通发布研报称，自从上一次对澳门博彩业进行预测升级以来，三个月内第三次上调对该行业的预测。偏好顺序为：银河娱乐(00027)=美高梅中国(02282)、金沙中国(01928)、永利澳门(01128)、澳博控股(00880)、新濠国际发展(00200)。当中银河娱乐目标价由42港元升至53港元，美高梅中国由15港元升至23港元，金沙中国目标价由18港元升至24.5港元，评级同为“增持”。澳博目标价由2.2港元升至3港元，评级“中性”，新濠国际目标价虽由2.6港元升至4.5港元，评级则为“减持”。该行预测，2025年下半年博彩总收入(GGR)增长13%，上半年增长为4%，现金流(flow-through)强劲，将推动EBITDA加速增长，从第一季度的下降4%及第二季增长5%，到第三季度和第四季度的预计增长12%和16%，超过市场预期。持续的正向修正及正常化市盈率倍数(multiples)，预示着该行业的股价上升，对该行业持“增持”评级，预示着平均股价有约35%的上涨空间。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2558451619","isCrawlerRequest":true}