小摩：料澳门5月博彩收入同比增2至4% 行业首选银河娱乐(00027)

智通财经05-27

智通财经APP获悉，摩根大通发布研报称，根据行业调查，澳门今年5月首25天的博彩收入为179亿澳门元(下同)，即日均博彩收入7.16亿元。上周的日均博彩收入按周下降约5%至6.56亿元，符合预期。该行继续预测5月博彩收入同比增长2至4%，随后6月及7月的增长将趋于平稳。然而，虽然濠赌股首季业绩胜于预期，行业股仍然出现回调。该行认为，目前濠赌股的买入门槛非常低，但板块仍然未见底，原因是市场正提前反映...

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/2638578035?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-27 11:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2638578035","market":"us","top_or_hot":-1,"title":"小摩：料澳门5月博彩收入同比增2至4% 行业首选银河娱乐(00027)","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，根据行业调查，澳门今年5月首25天的博彩收入为179亿澳门元(下同)，即日均博彩收入7.16亿元。上周的日均博彩收入按周下降约5%至6.56亿元，符合预期。该行继续预测5月博彩收入同比增长2至4%，随后6月及7月的增长将趋于平稳。然而，虽然濠赌股首季业绩胜于预期，行业股仍然出现回调。该行认为，目前濠赌股的买入门槛非常低，但板块仍然未见底，原因是市场正提前反映...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1446438.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5月博彩收入同比增2至4% 行业首选银河娱乐(00027)</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5月博彩收入同比增2至4% 行业首选银河娱乐(00027)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-27 11:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1446438.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，根据行业调查，澳门今年5月首25天的博彩收入为179亿澳门元(下同)，即日均博彩收入7.16亿元。上周的日均博彩收入按周下降约5%至6.56亿元，符合预期。该行继续预测5月博彩收入同比增长2至4%，随后6月及7月的增长将趋于平稳。然而，虽然濠赌股首季业绩胜于预期，行业股仍然出现回调。该行认为，目前濠赌股的买入门槛非常低，但板块仍然未见底，原因是市场正提前反映...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1446438.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":"LU2746668461.USD","symbol_name":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1446438.html","article_id":"2638578035","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638578035","pubTimestamp":1779851856,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，摩根大通发布研报称，根据行业调查，澳门今年5月首25天的博彩收入为179亿澳门元(下同)，即日均博彩收入7.16亿元。该行继续预测5月博彩收入同比增长2至4%，随后6月及7月的增长将趋于平稳。对于专注于中线机遇的投资者，银河娱乐、永利澳门、金沙中国等收益型股份具备价值。首选次序维持银娱、金沙中国及永利澳门、美高梅中国及新濠博亚、新濠国际、澳博控股。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","00200":"新濠国际发展","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","02282":"美高梅中国","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","00880":"澳博控股","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","00027":"银河娱乐","JPO":"JPM期权收益策略ETF-YieldMax","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","01928":"金沙中国有限公司","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","JPMO":"JPM期权收益策略ETF-YieldMax","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","01128":"永利澳门","LU0048597586.USD":"富达亚洲焦点A","BK4550":"红杉资本持仓","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4207":"综合性银行","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK4581":"高盛持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","JPX":"Defiance Daily Target 2X Long JPM ETF","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC"},"translate_title":"Xiaomo: Macau's gaming revenue is expected to increase by 2 to 4% year-on-year in May Galaxy Entertainment (00027), the industry's preferred choice","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01928":0.9,"00880":0.9,"00200":0.9,"02282":0.9,"01128":0.9,"JPO":0.6,"JPMO":0.6,"JPX":0.6,"00027":1.5},"content_text":"智通财经APP获悉，摩根大通发布研报称，根据行业调查，澳门今年5月首25天的博彩收入为179亿澳门元(下同)，即日均博彩收入7.16亿元。上周的日均博彩收入按周下降约5%至6.56亿元，符合预期。该行继续预测5月博彩收入同比增长2至4%，随后6月及7月的增长将趋于平稳。然而，虽然濠赌股首季业绩胜于预期，行业股仍然出现回调。该行认为，目前濠赌股的买入门槛非常低，但板块仍然未见底，原因是市场正提前反映未来数月可见的博彩收入放缓。该行认为，市场不需急于买入，对板块维持“中性/选择性”看法。对于专注于中线机遇的投资者，银河娱乐(00027)、永利澳门(01128)、金沙中国(01928)等收益型股份具备价值。首选次序维持银娱、金沙中国及永利澳门、美高梅中国(02282)及新濠博亚(MLCO.US)、新濠国际(00200)、澳博控股(00880)。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2638578035","isCrawlerRequest":true}