银行板块或再度转入“顺风局”，为何？

Core Viewpoint - The recent escalation of China-U.S. trade tensions has heightened market risk aversion, increasing the attractiveness of the banking sector due to its defensive characteristics [1] Group 1: Market Trends - In the second quarter of this year, the banking sector experienced a significant upward trend amid increasing external uncertainties, demonstrating structural allocation advantages [1] - The current trading environment for technology growth sectors is crowded, leading some funds to shift towards undervalued, high-dividend sectors, supporting bank stocks through a "high to low" rotation [1] Group 2: Historical Performance - A review of the past ten years indicates that the banking sector has a 70% probability of generating absolute returns from November to January, with an 80% success rate, ranking it among the top industries [1] - The banking sector is entering a seasonal "tailwind" period, suggesting favorable conditions for investment [1] Group 3: Investment Strategy - The current fluctuations in the China Securities Bank Index tracked by bank ETFs present potential opportunities for investment during dips [1]