VICI 可以随通胀上调租金，但拉斯维加斯客流疲软可能对其造成伤害；其2029年之后的展望只有少数分析师覆盖，还有一个不切实际的数字。赌场需求需要复苏，而若低迷持续更久、利率更高且明年可能衰退，情况会进一步恶化。更深的下跌可能先到来；有风险但有价值。
逐段跳播
VICI 这家公司，我们在另一个视频里讨论过。我们提到的所有视频链接都会放在下方简介里。他们有权随通胀上调租金。如果拉斯维加斯的客流像过去那样下滑，情况可能会显得更糟。另一个例子是 MGM，那边也是同样的故事，同样的下跌。
华尔街对未来的展望仍然稳定。我看的是2029年以后，做这种预测的分析师不多，所以那只是一个人提出的一个天马行空的数字。澳门更便宜，股息率有8%，所以那可能有点意思，但那边的情况也已经稳定下来了。
说到这些博彩公司，它们需要经济复苏、消费支出增加，而所有这些因素目前都承压。我们可能得等一次更深的下跌，然后再等那个转变出现。低迷持续得越久，再加上利率和燃料成本上升，以及明年经济衰退的可能性，情况就会变得更糟。
这是一个有风险的局面，尽管它看起来像是一个有价值的投资机会。
VICI Company, we discussed it in another video. We will put all the video links we mentioned in the description below. They have the right to increase rents in line with inflation.
If traffic in Las Vegas drops as it has in the past, the situation may look even worse. Another example is MGM; the same story there, and the same decline there. Wall Street's outlook for the future remains stable.
I'm looking beyond 2029, there aren't many analysts, so it's just one person putting forward a fanciful number. Macau is cheaper, with a dividend yield of 8%, so that might be interesting, but things have settled down there too.
When it comes to these gambling companies, they will need an economic recovery, increased consumer spending, and all of these factors are under pressure right now. We may have to wait for a deeper decline, and then wait for that shift.
The longer the downturn lasts, with rising interest rates and fuel costs, and the likelihood of a recession next year, things will get worse. A risky situation, although it appears to be a valuable investment opportunity.