According to the CITIC Securities Research Report, benefiting from the adjustment and catalyst of the Shanghai and Shenzhen 300 Index last week, the turnover of some small to medium banks increased markedly, and the market performance was optimistic; however, judging from financial sentiment, it is expected that there will be signs of marginal weakening in terms of capital next week. Looking ahead, the absolute value of bank stocks will continue in the 2-3 quarter due to the fact that there is still room for long-term allocation requirements from institutional investors such as insurance capital and public equity, and capital fluctuations may only affect short-term stock prices.

Zhitongcaijing · 2d ago
According to the CITIC Securities Research Report, benefiting from the adjustment and catalyst of the Shanghai and Shenzhen 300 Index last week, the turnover of some small to medium banks increased markedly, and the market performance was optimistic; however, judging from financial sentiment, it is expected that there will be signs of marginal weakening in terms of capital next week. Looking ahead, the absolute value of bank stocks will continue in the 2-3 quarter due to the fact that there is still room for long-term allocation requirements from institutional investors such as insurance capital and public equity, and capital fluctuations may only affect short-term stock prices.