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Express News | The banking sector continues to strengthen, with the four major banks—Industrial And Commercial Bank Of China, Agricultural Bank Of China, Bank Of China, and China Construction Bank Corporation—all reaching historical highs.
The CSI Consumer 360 index is rebounding after hitting the bottom, banks stocks are performing strongly against the trend, and under the continuous shrinking environment, defense may become the main melody for short-term trading.
Track the entire lifecycle of the main Sector.
Several listed Banks responded to the impact of the tariff war: it may affect loan demand and interest margins, and risk control thresholds will shift forward.
① Fully recognize the pressure that USA tariff policies may bring on loan demand and net interest margins. ② If the tariff disputes escalate further, it is believed that corresponding industrial or financial policies will be implemented to provide support.
Express News | The banking Sector has strengthened against the trend, with Agricultural Bank Of China and several other stocks reaching historical highs.
Since April, nearly 30 Banks have intensively lowered their fixed deposit interest rates, mainly for medium to long-term periods, with the end of the "New Year good start" being the main reason.
① Statistics by the financial media found that since April, 30 Banks in the country have lowered the interest rates on fixed deposit products, mostly for medium to long-term durations; ② The reasoning for raising interest rates around New Year's Day and lowering them in April is basically the same, "both are to serve the needs of 'good start'"; ③ After the 'good start' ends, the continued reduction of interest rates by Banks throughout the year is a major trend.
Express News | Institutions favored 84 individual stocks for the first time this week.