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Brokerage morning meeting highlights: focus on the new logic of Bank allocation under Fund reform.
In today's brokerage morning meeting, China International Capital Corporation stated that it has postponed the Federal Reserve's interest rate cut prediction to the fourth quarter; Caitong believes that the reserve requirement ratio reform has already begun; HTSC emphasized the importance of the new logic of Bank allocation under Fund reform.
The Market Cap of the trillion-dollar bank stocks is skyrocketing, catching public and private funds off guard.
Investment star "rare as Morningstar" originated from bank stocks.
The first interest rate cut of the year has been implemented! This releases approximately 1 trillion yuan in long-term liquidity.
① The People's Bank of China lowered the reserve requirement ratio of Financial Institutions by 0.5 percentage points starting from May 15, providing approximately 1 trillion yuan in long-term liquidity to the market; ② This adjustment aims to encourage Financial Institutions to support the real economy, especially in the fields of Autos finance and leasing.
The "China Agricultural Construction" Listed in Hong Kong stocks have all reached a historic high! The dividend season on the Hong Kong stock market has arrived early, with China Mainland Banking stocks collectively rising.
① What impact does the early arrival of the dividend season in Hong Kong stocks have on the market? ② Why has short-term capital continuously flowed into "China Agriculture Bank" Listed in Hong Kong, which has reached a historical high?
Bank stocks are at a new high again! How does the public fund performance benchmark assessment affect the allocation of bank stocks?
Industrial Securities stated that the performance benchmarks focus on actively managed equity funds, including the CSI 300 Index. By the end of 2024, the proportion of bank Hold Positions in actively managed funds is expected to be 3.81%, while the weight of the bank Sector in the CSI 300 Index is as high as 13.67%, resulting in a deviation of nearly 10 percentage points. Among these, stocks such as CM BANK, Industrial Bank, Industrial And Commercial Bank Of China, Bank Of Communications, and Shanghai Pudong Development Bank have an even greater under-allocation ratio.
CITIC SEC: The fundamentals of Banks are expected to remain stable, and two main lines can be grasped.
How to grasp the changes in Banks' asset-liability strategy and interest margin?
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