博彩股受挫，澳門黃金週首6日訪客暴跌90%
受澳門黃金週旅客疲弱影響，今日濠賭板塊多隻個股下挫。成分股普遍低位震盪，截至發稿，新濠國際、澳博控股、金沙中國跌超3%，永利澳門跌2.6%、銀河娛樂跌2.4%、美高梅中國微跌0.3%。
數據來源：富途牛牛
從趨勢來看，板塊內部個股走向較為一致，都是從年初開始一路震盪下跌。8月初多隻濠賭股出現小幅上漲勢頭，但9月中旬以後均普遍連跌。十一“黃金週”未對股價產生明顯影響，至今已回落到今年5、6月份低位水平。
消息面上，昨日澳門旅遊局公佈了十一“黃金週”旅客數據。數據顯示，在長達8天的國慶、中秋雙節期間，澳門前6日累計入境的總人數約為12萬，同比去年下跌86.6%；其中內地旅客11.24萬人，同比去年下跌84.8%。雖然自9月23日起，澳門就已向內地“解禁”恢復自由行，但目前看來，這一舉措並未能成功吸引內地旅客。
旅客入境人數的疲弱，帶來的直接結果是博彩收入的下滑。據澳門博監局數據，9月份澳門博彩收入為22.11億元（澳門元，下同），同比大跌90%。雖然環比8月的13.3億元收入有66%的增幅，但9月份跌幅依然大於預期；今年首9個月博彩收入總計386億元，同比去年下跌82.5%。至9月底為止，澳門博彩收入已連跌12個月。
行業前景方面，從9月博彩收入來看，澳門賭場重開後的趨勢依然令人沮喪。雖然澳門政府為鼓勵跨境旅遊，打算將新冠肺炎測試的有效期由7日擴至14日。但隨著新冠疫情的發展仍未明朗，內地遊客簽證未完全恢復，預計未來澳門旅遊和酒店入住仍會存在一定限制，旅客數量疲勢將持續。
多家機構分析，受國慶黃金週假期的小幅積極影響，10月澳門博彩收入將提升至約為80億元，同比下跌幅度將收窄至60%——70%。但博彩行業明年回到正常水平的可能性不是很強。
股市方面，受9月博彩收入不及預期，及黃金週這一最大的希望落空兩重因素影響，近幾日濠賭股表現均跑輸大市。着眼未來，博彩收入出現明顯復甦或報復性反彈的可能性偏小。雖然年初至今大行普遍繼續盲目唱好，但股價要重回今年之前高位的機會恐怕不大。因此，近日各大行樂觀程度有所減弱，紛紛調整對個股目標價及評級。
摩通發表報告稱澳門賭收及賭股盈利明年仍難恢復正常水平，降金沙、澳博、美高梅、新濠評級至中性，降永利評級兩級至減持，仍維持銀娛增持評級不變。目標價全線下調至33港元、9.5港元、9港元、13.5港元、11港元及63港元。
高盛雖然也全線下調濠賭股目標價，但表示因中國賭客可准許經合法渠道前往澳門，故相信澳門可以重獲更多市場份額，看好澳博、金沙及銀娛的長線增長。相信亞洲賭業會在2022年完全復甦。
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