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Group 1 - The gaming stocks continue to rise, with Wynn Macau up 4.55%, SJM Holdings up 2.16%, Sands China up 1.2%, and Melco International Development up 1.01% [1] - Citigroup reported that Macau's total gaming revenue for the first six days of July may have reached approximately 4.3 billion MOP, indicating a daily average of about 717 million MOP, which is a 2% increase compared to June 2025 and a 30% surge compared to July 2024 [1] - Citigroup conservatively raised its forecast for July 2025 gaming revenue from 19.5 billion MOP to 20 billion MOP, anticipating a slowdown in daily gaming revenue after the conclusion of the concert series by Jacky Cheung [1] Group 2 - JPMorgan noted that despite the positive impact of Jacky Cheung's concert and seasonal factors in July, the performance is stronger than in June or May, with expectations of double-digit year-on-year growth for total gaming revenue in July [2] - The report indicates that Macau's gaming revenue has exceeded seasonal and market expectations for three consecutive months, suggesting that the industry has reached a cyclical turning point after a prolonged period of market profit forecast reductions [2]