浙商证券：当前即为向上周期博彩业有望戴维斯双击

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智通财经APP获悉，浙商证券发布研究报告称，历史复盘来看，博彩行业估值与收入增速基本同向，呈戴维斯双击行情，且盈利能力更强的公司可享受更高估值溢价。当前时点澳门博彩估值水平依旧处于历史低位，且中场业务引领复苏趋势已逐步验证，后续有望继续沿“客流回暖→提振利润水平更高的中场业务→估值中枢抬升”这一路径演绎。个股方面，浙商证券认为，主要把握三条投资思路：1)23年起中场复苏节奏行业领跑的小而美标的，...

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浙商证券：当前即为向上周期 博彩业有望戴维斯双击

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浙商证券：当前即为向上周期博彩业有望戴维斯双击