中信证券：琴澳一体化将助澳门由单一博彩产业向多元化过渡
. 中信证券：琴澳一体化将助澳门由单一博彩产业向多元化过渡
智通财经APP获悉，中信证券发布研报称，澳门博彩板块长期来说已出现结构性变化。中信认为澳门日后的发展应把握横琴相结合，围绕琴澳一体化和经济多元化的主线，在传统博彩和旅游休闲的基础上，加速在医药健康、特色金融、高新技术产业和文旅会展等多元化领域的发展机遇。中短期内，澳博控股大型综合娱乐度假村上葡京已于7月30日部分开业，或给澳门博彩板块带来情绪催化。但近期内地局部地区疫情反复也带来短期扰动。接下来仍需主要关注内地机器办证和香港通关的恢复情况。中信认为随着内地和港澳特区政府共同有序推进，下半年博彩板块复苏的关键在于人流能否进一步增加。建议关注：澳博控股(00880)、金沙中国(01928)、银河娱乐(00027)、世联行(002285.SZ)和澳能建设(01183)。
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