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.

cls.cn01:08 ET

J.P. Morgan Sticks to Its Buy Rating for BOC Hong Kong (Holdings) (BNKHF)

TipRanksFeb 17 07:11 ET · Ratings

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.

Zhitong FinanceFeb 16 19:56 ET

BOC Hong Kong (Holdings)'s (HKG:2388) 49% Return Outpaced the Company's Earnings Growth Over the Same One-year Period

Simply Wall StFeb 13 18:30 ET

Jefferies Sticks to Its Buy Rating for BOC Hong Kong (Holdings) (BNKHF)

TipRanksFeb 12 07:22 ET · Ratings

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.

Zhitong FinanceFeb 9 20:13 ET