银行板块走强，兴业银行股价创新高，机构称行业业绩拐点可期

Group 1 - A series of financial policies have been introduced, with structural tools being strengthened, leading to a positive accumulation of fundamental factors for banks, indicating a potential turning point in performance [1][3] - As of June 10, bank stocks have shown strong performance, with notable increases in share prices for several banks, including a nearly 2% rise for Industrial Bank, which reached a historical high [1][2] - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, which is expected to help banks manage the pressure from maturing interbank deposits and lower deposit rates [3] Group 2 - China Galaxy Securities noted that the liquidity injection through reverse repos is beneficial for banks, and improvements in liquidity tool disclosures are expected to enhance monetary policy transparency [3] - The report from Shenwan Hongyuan highlights that since the end of 2023, bank stocks have experienced a recovery that exceeded investor expectations, suggesting that long-term holding of bank stocks can yield substantial returns [3] - Citic Securities observed that while there may be short-term fluctuations in stock prices due to funding sentiment, the absolute value of bank stocks is expected to remain stable in the second and third quarters [4]