Zhi Tong Cai Jing·2026-02-03 06:10Group 1 - The core viewpoint of the article highlights a significant increase in Macau's gaming stocks, driven by positive revenue data from the Macau Gaming Inspection and Coordination Bureau [1] - New World Development (00200) shares rose by 6.32% to HKD 4.54, Wynn Macau (01128) increased by 4.28% to HKD 6.09, Galaxy Entertainment (00027) climbed 4.11% to HKD 42.08, and MGM China (02282) gained 1.26% to HKD 12.85 [1] - January's gross gaming revenue in Macau reached MOP 22.633 billion, representing a year-on-year growth of 24% and an 8.4% increase from the previous month [1] Group 2 - Morgan Stanley's report indicates that Macau's total gaming revenue for January exceeded market expectations, with additional growth anticipated due to the Lunar New Year holiday falling in February [1] - The estimated revenue growth for February is projected at 22% year-on-year, with total gaming revenue expected to be between MOP 21 billion and MOP 22.4 billion, translating to a daily average of MOP 7.5 billion to MOP 8 billion [1]