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银行又新高?结构市“稳”+“快”双料冠军
Ge Long Hui·2025-07-08 09:58

Group 1 - The core viewpoint is that several AH bank stocks have reached new highs, showcasing the strength of the banking sector [1] - The AH Preferred ETF (517900) has also set a new historical high, with a year-to-date net inflow of 570 million yuan and a significant increase in shares by 445%, making it the top-performing bank ETF [2] - The total market capitalization of bank stocks has surpassed 15.96 trillion yuan, an increase of 2.38 trillion yuan compared to the end of last year, indicating a robust market structure [4] Group 2 - The AH Preferred ETF (517900) has outperformed major indices, with a year-to-date increase of 27% and a 23.44% rise in the AH bank index, significantly surpassing the performance of the CSI Bank Index and other growth indices [4][5] - The current market environment favors stability over rapid growth, with banks benefiting from low interest rates, ongoing policy support, and improved profitability in wealth management and cross-border payments [6] - The banking sector's dividend yield, generally above 6%, presents an attractive opportunity for long-term investors, especially in a low-interest-rate environment [5][6]