$星座品牌(STZ)_老虎社区_美港股上老虎 - 老虎社区

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keep calm
07-28

$星座品牌(STZ)$ $美高梅中国(02282)$

1.更换一下持仓，将啤酒股卖出，消费股呈现周期性需要较长时间恢复

2.入澳人数暑假客流提高，MGM的珍珠奶茶及其在各个自媒体中宣传攻势，应该在未来会带来较大客流。营收有望提高很多。

3.澳门博彩业主要风险来自于内地风控，限高人员禁止签注影响较大

仅个人意见

# 晒晒更赚钱

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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妥妥的幸福11
·07-28
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澳洲的客流真的能撑得住吗？
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- keep calm:
  依照上次现场看的感觉真的不错，MGM宣传很给力，特别是网络宣传这一块。
  07-29
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弹力绳22
·07-28
消费股阶段性回暖的机会值得关注
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