全球银行股都在创新高

Group 1 - The core viewpoint is that global bank stocks are reaching new highs, with A-share banks also performing strongly, driven by a favorable macroeconomic environment and the revaluation of banks as "certain assets" [1][3] - The increase in interest rates has led to higher net interest income and profit growth for banks, contributing to their strong performance [1][3] - Different countries exhibit unique characteristics in their banking sectors, such as the US focusing on stable dividends and high growth, Europe emphasizing cash dividends with growth potential, Japan seeing profit recovery and increased dividends, and China being characterized by low valuations and stable dividends [1][3] Group 2 - A comparative analysis of major global bank valuations indicates that A-share and H-share banks still present attractive valuations under the PB-ROE framework [1][3] - The overall positive sentiment towards global bank stocks is expected to have a beneficial impact on A-share banks [3]