银行ETF天弘（515290）涨0.52%、连续两日“吸金”，机构：财政贴息利好银行

Group 1 - The A-share market saw a rebound on August 4, with the bank ETF Tianhong (515290) experiencing a fluctuation, rising by 0.52% and showing a premium trading rate of 0.02% [1] - As of August 1, the bank ETF Tianhong (515290) had a circulating share of 3.752 billion and a circulating scale of 5.715 billion yuan, ranking among the top two in its category [1] - The bank ETF Tianhong (515290) has seen a net inflow of over 49 million yuan in the two days leading up to August 1, indicating strong investor interest [1] Group 2 - The adjustment of the value-added tax policy is expected to impact the tax costs for listed banks on both asset and liability sides, with a more significant effect on the asset side [2] - The implementation of personal consumption loan interest subsidies and service industry loan subsidies is anticipated to benefit banks' fundamentals, potentially increasing consumer loans without pursuing lower-tier clients [2] - The policies aimed at supporting consumption are expected to help banks manage non-performing loans while increasing revenue, thereby improving their overall financial health [2]