智通财经网·2026-02-09 03:19Group 1 - The core viewpoint of the article highlights the positive performance of gaming stocks in Macau, driven by strong growth in gaming revenue and high hotel occupancy rates during the upcoming Chinese New Year holiday [1] Group 2 - According to the Macau Gaming Inspection and Coordination Bureau, the gross gaming revenue for January reached 22.633 billion MOP, representing a year-on-year increase of 24.0% [1] - Hotel operators in Macau report that hotel booking rates and travel agency orders are rising, with expectations that hotel occupancy during the Chinese New Year will exceed 90% [1] - Morgan Stanley's report indicates that the average daily gaming revenue during the first five days of last year's Golden Week was approximately 1.1 billion MOP, and anticipates that this year's Lunar New Year gaming revenue will be comparable or even stronger due to high occupancy rates and a 25% increase in average daily room rates (ADR) [1] - The firm expects a 13% year-on-year growth in total gaming revenue for February, supported by sustained demand post-holiday, and projects a 16% year-on-year increase in industry EBITDA for the first quarter of this year, leading to upward revisions in earnings forecasts [1]