港股异动 | 内银股走强，民生银行涨超4%，光大银行、农业银行均创历史新高
本周二（6月9日）港股早盘，内银股走强，截至发稿 民生银行 涨超4%， 中国光大银行 、 农业银行 均创历史新高：
消息面上，中信证券发布研报称，上周受益于沪深300指数调整催化，部分中小行成交额明显放大，市场表现乐观；但从资金面情绪看，预计下周资金面存在边际走弱迹象。
展望来看，由于险资、公募等机构投资者的长线配置需求仍有空间，资金面的波动或仅影响短期股价，2-3季度银行股绝对价值仍将延续。
个股方面，可把握两条主线：1)高性价比品种，选择2025年业绩增速有望高于可比同业、分红回报和估值空间占优的银行;2)中长期配置型品种，选择商业模型具备特色、ROE高且波动率低、市场预期差大的银行。
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