中信证券指出澳门7月博彩毛收入（GGR）同比增长19.0%至221亿澳门元已恢复至2019年同期的90%好于已上调后的市

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中信证券指出澳门7月博彩毛收入（GGR）同比增长19.0%至221亿澳门元已恢复至2019年同期的90%好于已上调后的市场预期（彭博一致预期中位数为13%）。2025年1-7月累计GGR同比增长6.5%至1409亿澳门元恢复至2019年同期GGR的81%。供给端丰富的演艺活动（张学友、权志龙等）以及新开/翻新物业有效吸引核心博彩客群同时行业赢率或存结构性提升空间。但我们判断需求端的变化为博彩行业...

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