ICBC(601398) 证券时报网·2024-12-23 08:34Group 1 - The market experienced a significant shift, with the micro-cap stock index dropping over 7% and more than 4,800 stocks declining, including over 200 stocks hitting the daily limit down or dropping more than 10% [1][4] - Industrial and Commercial Bank of China (ICBC) led the market with a rise of over 3%, reaching a historical high of 6.76 CNY per share, along with other major banks like Construction Bank, Agricultural Bank, and Bank of China also hitting historical highs [1][7] - The overall performance of dividend stocks was strong, with large-cap stocks showing notable strength, as most of the top 50 stocks by market capitalization increased in value [1][4] Group 2 - Following the rise in stock prices, a pullback occurred, correlated with movements in the bond market, where the 10-year government bond yield rose to 1.7% and the 30-year bond futures declined [2][8] - The micro-cap stock index had previously experienced significant volatility in Q1 2024, followed by a six-month consolidation, and began to rise again from late September, surpassing its early-year high with a year-to-date increase of 23.10% [4][10] - The bond market's performance is expected to influence the attractiveness of dividend assets, particularly as the four major banks offer stable dividends and high long-term dividend yields [8][9]