智通财经网·2026-02-24 02:58Group 1 - The gaming stocks collectively declined, with MGM China down 4.06% to HKD 13.01, Melco International Development down 4.21% to HKD 4.55, Sands China down 3.04% to HKD 18.18, and Wynn Macau down 1.68% to HKD 5.84 [1] - Citigroup reported that Macau's gaming revenue for the first 22 days of February could reach approximately MOP 14.3 billion, with strong performance during the Lunar New Year but a significant drop in VIP room win rates [1] - UBS indicated that average daily gaming revenue during the Chinese New Year holiday (February 16-22) was about MOP 786 million, lower than market expectations of MOP 900 million to MOP 950 million [1] Group 2 - The VIP gaming volume reportedly decreased by 8% to 10% month-on-month, while mass gaming revenue fell by 10% to 12% month-on-month [1] - Due to weaker-than-expected trends before the Lunar New Year, Citigroup revised its February gaming revenue forecast down from MOP 20 billion to MOP 19.5 billion, representing a year-on-year decline of 1% [1] - Despite initial weak demand, the last three days of the holiday saw an acceleration in transaction growth, with daily revenue reaching MOP 1.2 billion to MOP 1.3 billion, marking a year-on-year increase of about 10% to 15% [1]