What happened
发生了什么
Shares of U.S. gambling stocks had a great day on Thursday, driven by an analyst upgrade and some good news out of New Jersey. Shares of Caesars Entertainment(NASDAQ: CZR) jumped as much as 10.4% and Penn National(NASDAQ: PENN) rose 10.4% mid-day. The stocks were up 7.5% and 9.1%, respectively, at 1:50 p.m. EDT.
受分析师升级和新泽西州传来的好消息推动，美国博彩股周四表现出色。 Caesars Entertainment（NASDAQ：CZR）的股票上涨了10.4％，Penn National（NASDAQ：PENN）的股票上涨了10.4％。下午1:50，股票分别上涨7.5％和9.1％。美东时间。
While stocks with a physical presence in the U.S. were up, so was DraftKings(NASDAQ: DKNG), the online gambling company. Its shares rose as much as 5.7% and are currently up 4.3% on the day. 
虽然在美国有实体存货的股票有所上升，但在线赌博公司DraftKings（NASDAQ：DKNG）的股价也有所上涨。其股价上涨了5.7％，目前该股当天上涨了4.3％。
Image source: Getty Images.So what
图片来源：Getty Images。
I'll start on the analyst side, where J.P. Morgan analyst Daniel Politzer resumed coverage of Caesars after a restricted period with an overweight rating and a $50 price target. He says the upside potential for a U.S. gambling recovery is worth the risk and that online gambling could add fuel to the fire.
我将从分析师方面开始，摩根大通分析师丹尼尔·波利策尔（Daniel Politzer）在有限时期内恢复了对凯撒的投资，评级为``增持''，目标价为50美元。他说，美国赌博复苏的上行潜力值得冒这个风险，而在线赌博可能会增加火势。
Shares of Penn National got a buy rating and a $60 price target from Stephen Grambling at Goldman Sachs based on the rebound of regional gambling and growth in online sports betting. Penn National intends to use its 36% interest in Barstool Sports to drive sports gambling growth and that could become a big part of the business long term.
由于区域性赌博的反弹和在线体育博彩的增长，宾夕法尼亚州立大学的股票在高盛获得了斯蒂芬·格拉姆布林的买入评级和60美元的目标价格。 Penn National计划利用其在Barstool Sports的36％的股权来推动体育博彩业的增长，这可能会成为公司长期业务的重要组成部分。
DraftKings stock is up largely on news that New Jersey's sportsbook betting increased 91% to $315.1 million from June 2020 to July 2020 as sports began to return. Revenue for sportsbooks was just $29.6 million, but that's up 65.2% from a year ago and could be a sign that revenue will surge in August as more sporting events are on the calendar. Now what
DraftKings股票大涨是因为有消息称，随着体育运动开始复苏，从2020年6月到2020年7月，新泽西州的体育博彩投注额增长了91％，达到3.151亿美元。体育书籍的收入仅为2960万美元，但比一年前增长了65.2％，这可能表明随着更多体育赛事的到来，收入将在8月份激增。怎么办
The gambling business has been stuck in a rut for months but there are some signs of hope. I recently wrote that gambling revenue per table and slot machine in Las Vegas were surprisingly strong at some casinos in June, despite the threat of COVID-19. Gambling revenue will likely be down double digits in the third quarter, but customers are coming back relatively quickly.
赌博业务陷入困境已长达数月之久，但仍有一些希望的迹象。我最近写信说，尽管有COVID-19的威胁，但6月在某些赌场的拉斯维加斯每张桌子和老虎机的赌博收入却出人意料地强劲。第三季度的赌博收入可能会下降两位数，但客户的回访速度相对较快。
Online, the betting business may be ready to explode. Over a dozen states have legalized online betting on games of chance or sports in one form or another and with millions of people confined to their houses, this is a way to get some action on the return of sports. The upside for gambling companies today may be small, as indicated by just $29.6 million in revenue for New Jersey sportsbooks last month, but if the industry grows in scale and the number of states it serves the upside could be significant for those with online gambling brands.
在网上，博彩业可能已准备好爆发。十几个州已将在线投注机会或体育比赛的合法性以一种或另一种形式合法化，并且数以百万计的人被限制在自己的房屋内，这是一种对体育运动回归采取行动的方式。今天的赌博公司的上行空间可能很小，如上个月新泽西州体育博彩的收入仅为2960万美元所示，但如果该行业规模不断扩大，其服务的州数量对于拥有在线赌博品牌的人们来说可能意义重大。
While I wouldn't buy gambling stocks on an analyst upgrade or a single state's data, this is the kind of information investors should use in their investment thesis long term. Online betting, in particular, could be big for gambling companies and those that move first could become great growth stocks long term.
虽然我不会通过分析师升级或单个州的数据来购买赌博股票，但这是投资者长期应在其投资论文中使用的信息。尤其是对于赌博公司而言，在线赌博可能会很大，而那些先行者可能会长期成为增长迅速的股票。
10 stocks we like better than Penn National Gaming
我们比Penn National Gaming更喜欢10支股票
David and Tom just revealed what they believe are the ten best stocks for investors to buy right now... and Penn National Gaming wasn't one of them! That's right -- they think these 10 stocks are even better buys.
大卫和汤姆（David and Tom）刚刚透露了他们认为目前投资者最适合购买的十只股票……而宾州国家游戏公司（Penn National Gaming）并不是其中之一！是的-他们认为这10只股票是更好的选择。
Travis Hoium has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Travis Hoium在任何上述股票中均无仓位。杂色傻瓜在上述任何股票中均无仓位。杂色傻瓜有一项披露政策。