<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>

蘇格蘭皇家銀行

銀行 ETF - PowerShares KBW

匯豐控股有限公司

滙豐

匯豐控股

標普銀行業 ETF - SPDR

德意志銀行

法興銀行(ADR)

<p>Stoxx 歐洲 600 銀行指數自伊朗衝突開始以來下跌了近 4%，儘管曾有短暫反彈。花旗集團分析師安德魯·庫姆斯對銀行業持樂觀態度，強調盈利預測上升，並將滙豐、蘇格蘭皇家銀行和法興銀行列為首選。他將德意志銀行評級上調至 “中性”，並指出利率預期可能對銀行的淨利息收入產生積極影響。人工智能的進步也可能提高該行業的成本效率和生產力</p>

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

- Stoxx Europe 600 Banks 指數因伊朗衝突下跌近 4%。  
- Citigroup 分析師 Andrew Coombs 認為行業前景樂觀，部分因收入預期上升。  
- 歐央行預期加息將提振銀行淨利息收入，人工智能可能帶來額外利好。

marketscreener

NatWest Group Plc

德意志銀行保持復甦收益，因為花旗銀行對該行業轉為看漲