No Data
No Data
The effect of interest rate cuts on deposits is gradually becoming apparent, with interest expenses of many national banks decreasing in the first half of the year, and some banks reducing by more than 7%.
① According to the semi-annual reports of joint stock banks and state-owned banks, although the trend of deposit regularization is obvious, and coupled with the expansion of deposit scale, the cost of debt has actually been reduced for many banks. ② Recent earnings conferences have shown that executives of various banks have expressed the need to adjust the asset-liability structure, strengthen cost control of liabilities, and attract low-cost deposits. This will be the focus and deployment direction for commercial banks in the second half of the year.
Signal of disintegration of the group? The collectively broken bank stocks that continuously hit new highs.
Using the name of solidarity to engage in speculation in reality?
Guotou Securities: ETF over allocation + market under allocation + minimal selling pressure will continue to receive sustained pricing.
Guotou Securities believes that if equity ETF passive investment becomes the main source of incremental capital in the future, it will not only be a short-term stabilization factor, but also a direction that can achieve sustained pricing with ETF over-allocation, market under-allocation, and low selling pressure.
Bank stocks firmly hold the "iron throne"! The total market value of the six major banks surpasses that of the GEM, with multiple stocks reaching new highs this year.
①The total market value of the six major banks has increased from 6.64 trillion yuan at the end of last year to the current 8.79 trillion yuan, with a total market value increase of over 2 trillion yuan. ②The total market value of the chinext price index has decreased from 11.39 trillion yuan at the end of last year to the current 8.67 trillion yuan.
The Hang Seng Index rebounded amidst volatility, and the 18,000 level is a critical battleground for bulls and bears.
Author / ATFX: Today, the Hang Seng Index opened lower by 134 points, at 17663, with a maximum drop of 174 points and a low of 17624. Subsequently, the decline narrowed to 9 points, reaching a high of 17789. However, it failed to reverse the downward trend. Amidst the weakness in the A-share market, the Hang Seng Index eventually closed down 48 points or 0.27% at 17750; the H-share Index fell 12 points or 0.2% to 6266; and the technology Index dropped 0.5% to 3483. Pinduoduo issued a profit warning overnight, warning that high income growth is not sustainable and there will be no share buybacks or dividends in the next few years. The stock price plummeted, dragging down e-commerce stocks in Hong Kong, Alibaba (09988) and JD.com (0961).
Northbound funds | Northbound funds net purchased 2.875 billion tracker fund of Hong Kong (02800) and china mainland banking stocks. Petroleum stocks show differentiation.
On August 27th, in the Hong Kong stock market, the northbound funds had a net buy of 2.875 billion Hong Kong dollars, with a net buy of 1.808 billion Hong Kong dollars through the Shanghai-Hong Kong Stock Connect and a net buy of 1.067 billion Hong Kong dollars through the Shenzhen-Hong Kong Stock Connect.
No Data