市场分析：英国国内银行在市场动荡中表现稳健

Core Viewpoint - UK domestic banks are expected to continue distributing over 10% of their market value annually, provided that interest rate expectations do not collapse and the economy does not experience substantial deterioration [1] Group 1: Market Performance - Analysts from Jefferies highlight that the banking sector is sensitive to macroeconomic events, which can impact interest rates and growth forecasts [1] - The significant drop in stock prices following President Trump's tariff announcement exemplifies this sensitivity [1] Group 2: Structural Advantages - UK banks are in a favorable position due to structural hedging, which provides substantial support against interest rate fluctuations [1] - The analysts express confidence that loan growth will not see a significant increase and that credit risk remains low [1] Group 3: Analyst Sentiment - Overall, the analysts do not express significant concerns regarding the current state of the UK banking sector [1]