Gamblers have no way of telling the end of a winning streak from a random loss. Investors in casino stocks face the same problem. Gaming revenues in Macau grew during December, but not as much as expected. Sharp-eyed shareholders in these casinos should focus on liquidity conditions in China rather than revenues in the former Portuguese colony.
偶然輸一次,賭徒們沒法判斷他們的好手氣是否要結束了。博彩股的投資者也有類似的問題。12月,澳門的博彩業收入有所成長,但並未達到預期。各家賭場有眼光的股東們應該關注的是中國的流動性狀況,而不是這塊葡萄牙前殖民地的收入。
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