上市银行上半年整体营收及利润增速双双转正，银行尾盘走强

Group 1 - Bank stocks continued to strengthen towards the end of trading on September 4, with Agricultural Bank rising over 5% and Postal Savings Bank increasing by more than 3%, both reaching historical highs [1] - The overall revenue and net profit growth rates for listed banks in the 2025 semi-annual report were 1.0% and 0.8%, respectively, showing an increase of 2.8% and 2.0% compared to the first quarter [1] - There is a viewpoint suggesting that 2025 may mark the end of the current performance downturn cycle for banks [1] Group 2 - Investment in bank stocks is returning to a fundamental framework, with a focus on the re-evaluation of business models as the core issue for bank stock investment in the first half of 2025 [1] - It is recommended to pay attention to absolute return opportunities due to the upward adjustment in industry valuations [1] - The difference between dividend yield and risk-free yield has expanded, indicating an increase in the potential allocation power of bank stocks [1]