资金“狂买”银行股，工农中建四大行再创新高

Group 1 - The core viewpoint of the articles highlights the significant rise in bank stocks, driven by low interest rates, high dividends, stable performance, and market management policies, with the Shanghai Composite Index reaching a new high of 3555 points in early July 2023 [1][2] - Since the beginning of the year, bank stocks have shown strong performance, with the banking sector's increase exceeding 50% since the "924 market" [1][2] - The decline in deposit rates, with 3-year and 5-year rates dropping below 2% and 1-year rates around 1%, contrasts sharply with bank dividend yields ranging from 3% to 7%, making bank stocks attractive [2] Group 2 - Major buyers of bank stocks include insurance funds, which held A-share bank stocks worth 265.78 billion yuan as of Q1 2023, accounting for nearly half of their heavy industry allocation [3] - Public funds have also increased their holdings in the banking sector, with active funds raising their bank stock ratios and passive index funds adding over 50 billion yuan to bank stocks this year [3] - The global banking sector has also seen significant gains, with indices in various regions, including the US, Europe, and China, rising between 49% and 88% since the beginning of 2024, indicating a broader trend beyond A-shares [3]