关注一下赌博相关产业，今年澳门和拉斯维加斯的变化。今年澳门赌博业已经大幅超过美国原来的赌城

[dreamland]

今年美国赌城非常萧条。

但澳门缺异常火爆，按理说美国几大赌博公司主营业务在美国，美国这么萧条，业绩应该很差才是，实际几大美国赌博股票今年有30-50%的涨幅，看CEO 怎么评价澳门。这些人不会跟钱有仇。

最近1个月有很多新闻，其实都有关联。


Gaming-only (GGR / “casino win”) — 2025 estimate

• Macau (GGR): ~MOP 228 billion ≈ US$28.0–28.5 billion (gov’t forecast / market consensus mid-2025). Yogonet+1
• Las Vegas Strip (gaming only): ~US$8.0–8.8 billion (Strip casino win). LVCVA 2024 baseline was $8.8B; 2025 looks roughly flat to slightly up or down depending on months — I use $8.0–8.8B as a realistic 2025 range. lvcva.com+1
• Broader Las Vegas area / Clark County (gaming only): ~US$13.0–14.0 billion (Clark County includes locals and downtown). 2024 Clark County gaming revenue was ~ $13.6B; 2025 monthly data show small Y/Y gains in many months. lvcva.com+1

Gaming-related (gaming + main non-gaming revenue tied to casino visitors) — 2025 estimate

• Macau (gaming-related total): ~MOP 300–320 billion ≈ US$37–41 billion.
  • Rationale: Macau GGR (~MOP228B) plus ancillary non-gaming spending (hotels, F&B, retail, MICE). Macau’s economy is still heavily gaming-centric, but tourist spending beyond the tables adds materially. I add a 30–40% uplift to GGR to approximate combined gaming + directly related non-gaming revenues. Lexology+1
• Las Vegas Strip (gaming-related total — i.e., total Strip revenue): ~US$21–23 billion.
  • Rationale: LVCVA / UNLV and industry reporting show Strip total revenues in the low-$20B range (2024 total revenue was roughly ~$21.9B in some operator aggregates; gaming was ~$8.8B). Because the Strip relies heavily on rooms, conventions, F&B and entertainment, non-gaming generally exceeds gaming on the Strip — so total gaming-related revenue ends up ~2.5–3× the gaming win. lvcva.com+1
• Clark County (broader) gaming-related total: ~US$25–28 billion, depending on locals and regional business performance.

View: https://www.youtube.com/watch?v=A259-kQ_NY4



View: https://www.youtube.com/watch?v=v9bVdPfxN_Y

 

[dreamland]

澳门赌业收入顾客来源地统计，基本是中港台华人占绝大数 90-95%
而大陆客人占3/4


So a summary for Macau:

• Mainland China: ~ 70-75%
• Hong Kong: ~ 18-20%
• Taiwan: ~ 2-3%
• Other international: ~ 5-10%

 

[chicago666]

洗錢的重災區，現在錢不好出來，都通過賭場把錢搞出去

 

[dreamland]

The world rarely notices when momentum begins to shift. It starts softly—an undercurrent, a whisper beneath the waves of certainty. But slowly, almost imperceptibly, the weight of preparation and persistence bends the odds. What seemed eternal may soon tilt, as a quiet turning point takes shape in the shadows.