According to the Zhito Finance APP, today macau casino stocks generally fell. As of the time of writing, Sands China (01928) dropped 5.11% to HKD 19.5; galaxy ent (00027) fell 4.17% to HKD 34.45; mgm china (02282) decreased 4% to HKD 9.59; wynn macau (01128) dropped 4.06% to HKD 5.67.

Macquarie released a research report estimating that macau's gambling revenue in November reached between 16.9 billion and 17.9 billion patacas, representing a year-on-year increase of 5% to 12%, but a month-on-month decrease of 14% to 19%. The report pointed out that the gambling revenue's trend in November was weakened by seasonal factors, while the recovery of inbound tourists met expectations, exceeding 30 million as of November 10, reaching 91% of the macau government's annual target. However, retail remains weak, with total visitor spending in the third quarter dropping by 6% year-on-year to 18.4 billion patacas, and per capita shopping expenditure dropping by 18.6%, especially for visitors from the mainland, which fell by 20%.

Citi expressed skepticism about the market share of the VIP gaming rooms. The win rate for VIP rooms decreased by 15% month-on-month, while the mass gaming win rate fell by 13% to 15%, reflecting a high base from the national day golden week of the previous month. The bank maintained its forecast of macau's total gambling revenue for November at 18 billion patacas, suggesting an average gross gaming revenue of about 0.615 billion patacas for the remaining time this month. According to industry insiders, gambling revenue in macau for the first ten days of November may have reached approximately 5.7 billion patacas, indicating an average daily gambling revenue of about 0.57 billion patacas, an increase of about 1% compared to the last 11 days of October 24.