Multiple bank stocks hit record highs! Li Bei's latest monthly report: has already reduced holdings in most bank stocks, will continue to reduce holdings to zero at a later date.

On May 14, the reporter obtained the April monthly report of Banxia Investment for 2025 from the channel. In this report written on May 11, Li Bei mentioned, "For over a year, we have been holding over 10% of bank stocks, and have recently reduced most of our positions. We plan to further reduce our positions to 0 when the opportunity arises." When discussing the reasons for reducing positions, she wrote, "Looking ahead, a very important potential change is the bad debts of banks, mainly residential medium and long-term loan bad debts."