Zhongtai Securities believes that, at present, the market is more pessimistic about bank profits, and bad luck is landing. The potential catalyst for the rise of bank stocks: 1) medium and long-term incremental capital entering the market; 2) better than expected economic sustainability; 3) changes in market style. The margin of bank safety comes from the confidence in the asset quality of listed banks (especially high-quality banks): customer structure and bad cycle. At present, banks have high cost performance.
Source: Netease Financial Editor: Yang Qian_ NF4425