小摩：4月首21日澳门赌收130亿澳门元看好美高梅中国(02282)和银河娱乐(00027)

智通财经2025-04-23

智通财经APP获悉，摩根大通发布研报称，基于行业调查，4月首21日的澳门赌收为130亿澳门元(下同)，即日均赌收为6.19亿元，表现略优于过往。该行预计4月澳门赌收同比大致持平，与第一季的趋势大致相同。濠赌股首季业绩期即将揭开序幕，该行相信，市场将关注金沙中国(01928)管理层对未来趋势及前景的看法，而劳动节需求亦将受到密切关注。小摩建议，近期投资者选股应保持防守性，看好美高梅中国(02282)...

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/2529254144?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-23 14:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2529254144","market":"us","top_or_hot":-1,"title":"小摩：4月首21日澳门赌收130亿澳门元 看好美高梅中国(02282)和银河娱乐(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，基于行业调查，4月首21日的澳门赌收为130亿澳门元(下同)，即日均赌收为6.19亿元，表现略优于过往。该行预计4月澳门赌收同比大致持平，与第一季的趋势大致相同。濠赌股首季业绩期即将揭开序幕，该行相信，市场将关注金沙中国(01928)管理层对未来趋势及前景的看法，而劳动节需求亦将受到密切关注。小摩建议，近期投资者选股应保持防守性，看好美高梅中国(02282)...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1282991.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：4月首21日澳门赌收130亿澳门元 看好美高梅中国(02282)和银河娱乐(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：4月首21日澳门赌收130亿澳门元 看好美高梅中国(02282)和银河娱乐(00027)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1282991.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，基于行业调查，4月首21日的澳门赌收为130亿澳门元(下同)，即日均赌收为6.19亿元，表现略优于过往。该行预计4月澳门赌收同比大致持平，与第一季的趋势大致相同。濠赌股首季业绩期即将揭开序幕，该行相信，市场将关注金沙中国(01928)管理层对未来趋势及前景的看法，而劳动节需求亦将受到密切关注。小摩建议，近期投资者选股应保持防守性，看好美高梅中国(02282)...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1282991.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":"IE00BJTD4N35.SGD","symbol_name":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1282991.html","article_id":"2529254144","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529254144","pubTimestamp":1745390015,"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，基于行业调查，4月首21日的澳门赌收为130亿澳门元(下同)，即日均赌收为6.19亿元，表现略优于过往。该行预计4月澳门赌收同比大致持平，与第一季的趋势大致相同。在大型股或流通性较好的股份中，该行偏好银河娱乐，予“增持”评级，看好其相对价值及中期增长优势。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","00027":"银河娱乐","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","02282":"美高梅中国","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","01928":"金沙中国有限公司","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","00880":"澳博控股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK1172":"赌场与赌博","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4588":"碎股","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK1589":"北水核心资产","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"translate_title":"JPMorgan: Macau's gambling revenue on the first 21 days of April was 13 billion patacas, optimistic about MGM China (02282) and Galaxy Entertainment (00027)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01928":0.9,"00027":1,"00880":0.9,"02282":1},"content_text":"智通财经APP获悉，摩根大通发布研报称，基于行业调查，4月首21日的澳门赌收为130亿澳门元(下同)，即日均赌收为6.19亿元，表现略优于过往。该行预计4月澳门赌收同比大致持平，与第一季的趋势大致相同。濠赌股首季业绩期即将揭开序幕，该行相信，市场将关注金沙中国(01928)管理层对未来趋势及前景的看法，而劳动节需求亦将受到密切关注。小摩建议，近期投资者选股应保持防守性，看好美高梅中国(02282)，因其第一季盈利坚韧且相对价值及收益率较高，予“增持”评级;看淡澳博控股(00880)和新濠博亚娱乐(MLCO.US)，因两者估值相对较高且缺乏现金回报，均予“减持”评级，以对冲行业基本面的不确定性。在大型股或流通性较好的股份中，该行偏好银河娱乐(00027)，予“增持”评级，看好其相对价值及中期增长优势。","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":"","news_rank":0,"symbols":[],"gpt_button":0,"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":"4.36.0","shortVersion":"4.36.0","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/2529254144","isCrawlerRequest":true}

小摩：4月首21日澳门赌收130亿澳门元 看好美高梅中国(02282)和银河娱乐(00027)

精彩评论

小摩：4月首21日澳门赌收130亿澳门元看好美高梅中国(02282)和银河娱乐(00027)