港股异动 | 博彩股早盘回落 7月赌收略逊市场预期 市场担忧泰国赌场合法化影响澳门博彩业
博彩股早盘回落，截至发稿，美高梅中国(02282)跌4.22%，报11.36港元；银河娱乐(00027)跌3.66%，报31.6港元；金沙中国(01928)跌2.95%，报14..5港元；永利澳门(01128)跌2.9%，报5.7港元。
消息面上，澳门博彩监察协调局公布数据，澳门7月份幸运博彩毛收入186亿澳门元，同比增长11.6%，略低于花旗此前预计的190亿澳门元；澳门1-7月累计幸运博彩毛收入1323亿澳门元，同比增长36.7%。
此外，泰总理此前下令加快赌场合法化。里昂发表报告称，若泰国通过赌场合法化，将为澳门博企开辟价值151亿美元的博彩市场，对澳门博企而言机遇多于威胁。泰国首个综合娱乐项目最早可能于2029年开业。尽管中国游客可能成为泰国疫情后旅游业反弹的主要来源，但该行预期澳门与泰国旅游业之间存在巨大差异，可确保澳门博彩业的韧性。
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