Since the second half of the year, against the backdrop of a correction in the technology sector and market fluctuations, the banking sector bucked the trend and strengthened, becoming a “safe haven” for capital, and the net worth of many related themed ETFs has risen. A number of institutions interviewed believe that, driven by heightened risk aversion, significant improvements in fundamentals, and continued inflows of long-term capital, the banking sector is entering a phased allocation window. Looking ahead to the future market, although there are obvious divisions among different types of banks, structural opportunities within the sector are still worth exploring in depth with further restoration of fundamentals and funding.

Since the second half of the year, against the backdrop of a correction in the technology sector and market fluctuations, the banking sector bucked the trend and strengthened, becoming a “safe haven” for capital, and the net worth of many related themed ETFs has risen. A number of institutions interviewed believe that, driven by heightened risk aversion, significant improvements in fundamentals, and continued inflows of long-term capital, the banking sector is entering a phased allocation window. Looking ahead to the future market, although there are obvious divisions among different types of banks, structural opportunities within the sector are still worth exploring in depth with further restoration of fundamentals and funding.