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After 28 days of explosive growth, the banking industry's "DeepSeek moment" raises three questions: Will CSI Information Security Index be the biggest obstacle?
① The biggest obstacle to the large-scale application of DeepSeek is still the CSI Information Security Index issue. Currently, Banks are generally "waiting" and observing the attitude of financial regulatory bodies towards DeepSeek. ② From a cost perspective, DeepSeek will indeed be more Bullish for small and medium-sized Banks in the early stages. However, when considering customer numbers, asset scale, and data quality, large Banks undoubtedly have more advantages.
CITIC SEC: The next phase of absolute returns in the Banks sector is still worth期待. Two main lines are recommended.
CITIC SEC's Research Reports state that the performance summaries released for 2024 show that the overall operation of the listed Banks is stable.
Bank Of Zhengzhou (002936.SZ) appoints Pan Feng as Chief Risk Officer.
Bank Of Zhengzhou (002936.SZ) announced that the company agrees to appoint Pan Feng as the Chief Risk Officer, pending his qualifications...
Most bank stocks have risen, with Bank of Qingdao (03866) up 3.3%. Institutions point out that the re-evaluation of the business model is the core contradiction in bank stock investments for the first half of the year.
Golden Financial News | Most bank stocks rose, with Bank of Qingdao (03866) up 3.3%, Bank of China (03988) up 1.21%, HSBC Holdings (00005) up 1.15%, Bank of Zhengzhou (06196) up 1.02%, and Industrial And Commercial Bank Of China (01398) up 0.92%. CITIC SEC stated that unexpected factors during the Spring Festival have already been reflected in the market performance after the holiday. It is expected that starting next week, the market may reassess the potential policy, economic, and Industry changes of the next phase, considering this background, investment in bank stocks will return to a logic based on fundamental frameworks. The bank believes
CITIC SEC: The Banks Sector returns to the fundamental framework, focusing on absolute return opportunities.
The difference between the dividend yield and the risk-free yield has widened, which also implies an enhancement in the potential allocation strength of Banks stocks.
The central bank: In January, the operations of the standing lending facility for Financial Institutions totaled 17.105 billion yuan.
In January 2025, the People's Bank conducted standing lending facility operations for Financial Institutions totaling 17.105 billion yuan, including 11.335 billion yuan for overnight, 1.77 billion yuan for 7-day, and 4 billion yuan for 1-month periods.
The Five-year Loss for Bank of Zhengzhou (HKG:6196) Shareholders Likely Driven by Its Shrinking Earnings