国泰海通｜银行首席马婷婷：做数据详实，客观、深度、全面的银行业研究

Core Viewpoint - The article emphasizes the importance of a balanced investment strategy in the banking sector, highlighting the need for thorough research and analysis to identify potential investment opportunities and risks [2][3]. Summary by Relevant Sections - The article discusses the current trends in the banking industry, focusing on the performance metrics and financial health of various banks, which are crucial for making informed investment decisions [2][3]. - It outlines the selection criteria for banks, suggesting that investors should consider factors such as asset quality, profitability, and capital adequacy when evaluating potential investments [2][3]. - The article also mentions the significance of macroeconomic indicators and regulatory changes that could impact the banking sector, urging investors to stay informed about these developments [2][3].