<div id="readability-page-1"><div><p>FRANKFURT/PARIS/LONDON (dpa-AFX) - The Stoxx Europe 600 Banks index saw its Wednesday relief rally stall exactly at the correction trendline in place since early February. On Thursday, the index edged lower once again. The decline since the onset of the Iran conflict in late February has widened to nearly 4 percent. In mid-March, that figure had briefly exceeded 15 percent, fueled by economic concerns amid surging oil prices.</p><p>      However, Citigroup analyst Andrew Coombs remains optimistic about the sector, noting it is one of the few where earnings forecasts continue to rise. He attributes this primarily to the revenue outlook, though in some instances, improved cost control is also a factor. Coombs' top picks are HSBC, NatWest, and Societe Generale.</p><p>      He has also softened his stance on Deutsche Bank, upgrading the stock to &#34;Neutral&#34; and removing his sell recommendation. Shares of the Frankfurt-based lender managed to narrowly defend their recovery gains from Wednesday. Their decline since the start of the Iran conflict now stands at just over 9 percent.</p><p>Coombs also views the shift in interest rate expectations during the conflict as a positive catalyst. The market is now pricing in two rate hikes by the European Central Bank this year, which should bolster banks' net interest income. Furthermore, Artificial Intelligence could provide an additional tailwind through its impact on costs and productivity./ag/bek/jha/</p></div></div>

苏格兰皇家银行

银行 ETF - PowerShares KBW

汇丰控股有限公司

汇丰

汇丰控股

标普银行业 ETF - SPDR

德意志银行

法兴银行(ADR)

<p>Stoxx 欧洲 600 银行指数自伊朗冲突开始以来下跌了近 4%，尽管曾有短暂反弹。花旗集团分析师安德鲁·库姆斯对银行业持乐观态度，强调盈利预测上升，并将汇丰、苏格兰皇家银行和法兴银行列为首选。他将德意志银行评级上调至 “中性”，并指出利率预期可能对银行的净利息收入产生积极影响。人工智能的进步也可能提高该行业的成本效率和生产力</p>

Deutsche Bank holds onto recovery gains as Citi turns bullish on sector

- Stoxx Europe 600 Banks 指数因伊朗冲突下跌近 4%。  
- Citigroup 分析师 Andrew Coombs 认为行业前景乐观，部分因收入预期上升。  
- 欧央行预期加息将提振银行净利息收入，人工智能可能带来额外利好。

marketscreener

NatWest Group Plc

德意志银行保持复苏收益，因为花旗银行对该行业转为看涨