--- title: "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" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/282187062.md" description: "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" datetime: "2026-04-09T11:36:37.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282187062.md) - [en](https://longbridge.com/en/news/282187062.md) - [zh-HK](https://longbridge.com/zh-HK/news/282187062.md) --- # 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 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. 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. He has also softened his stance on Deutsche Bank, upgrading the stock to "Neutral" 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. 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/ ### 相關股票 - [NWG.US](https://longbridge.com/zh-HK/quote/NWG.US.md) - [KBWB.US](https://longbridge.com/zh-HK/quote/KBWB.US.md) - [HSBA.UK](https://longbridge.com/zh-HK/quote/HSBA.UK.md) - [NWG.UK](https://longbridge.com/zh-HK/quote/NWG.UK.md) - [HSBC.US](https://longbridge.com/zh-HK/quote/HSBC.US.md) - [00005.HK](https://longbridge.com/zh-HK/quote/00005.HK.md) - [KBE.US](https://longbridge.com/zh-HK/quote/KBE.US.md) - [DB.US](https://longbridge.com/zh-HK/quote/DB.US.md) - [SCGLY.US](https://longbridge.com/zh-HK/quote/SCGLY.US.md) ## 相關資訊與研究 - [鉅亨速報 - Factset 最新調查：同步金融 SYF-US 的目標價調降至 85 元，幅度約 3.41%](https://longbridge.com/zh-HK/news/281758235.md) - [台新及元富證券合併首日 App 系統出狀況 證期局説話了](https://longbridge.com/zh-HK/news/282170461.md) - [《神州期貨》上金所：吸收香港上海滙豐銀行等三家機構入會，同意兩家公司退會](https://longbridge.com/zh-HK/news/281987000.md) - [伊朗戰爭丨德銀：經濟和能源結構角度看中國是贏家](https://longbridge.com/zh-HK/news/282123790.md) - [人力資源顧問： 港 CAIO 專才稀缺](https://longbridge.com/zh-HK/news/281962979.md)