6月3日盘中，中信银行（00998.HK）股价大涨5.03%，引发市场关注。与此同时，港股内银股板块整体走强，青岛银行、民生银行等多只银行股均出现明显上涨。
分析人士认为，此轮银行股上涨可能与近期公募基金改革有关。证监会最近发布《推动公募基金高质量发展行动方案》，预计未来基金配置或向业绩基准靠拢。由于2025年一季度主动权益基金深度低配银行股，改革驱动下可能带来较大增配空间，进而推动银行板块估值提升。
此外，近期一系列经济刺激政策的落地，正在驱动经济修复。同时，被动基金持续扩容，保险资金加速入市，增量资金持续流入可期，这些因素都有望进一步支撑银行板块行情。投资者可关注2025年一季度公募基金低配的股份制银行、稳健的大型银行以及其他优质个股。
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