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By July 31, publication is the absolute mainstream market expectation, with extremely high certainty.
Betting on the next-generation Gemini Pro going live before July 31 has a 96% probability, with odds of only 1.03x; the blue curve stays at a high level throughout. It only dips briefly after June 16 and then quickly recovers, showing that the market strongly recognizes that the model implementation window falls before the end of July.