民生银行（01988.HK）今日盘中大涨5.39%，引发市场广泛关注。截至发稿，该股报价4.62港元，成交量达79.2万股。与此同时，港股内银股普遍走强，其中中信银行涨3.21%，建设银行涨2.53%，工商银行涨1.93%。
分析人士指出，内银股整体走强可能与近期保险资金密集举牌银行股有关。据统计，2025年以来险资举牌次数已达19次，其中9次为银行股，7次为港股银行。这反映出保险资金对高股息率的银行股产生了较强的配置需求。此外，南向资金也在持续增持民生银行股票，近20个交易日累计增持近1.1亿股。
值得注意的是，中金公司近日发布研报重申看好银行股的相对收益和绝对收益，并认为H股表现将好于A股。分析指出，由于保险资金投资港股可免除股息税，因此H股银行相对A股银行股息更具吸引力。与此同时，民生银行近期在业务发展方面也有所动作，如日前公布了其Oracle Peoplesoft HCM软件标准服务采购项目的中选结果，显示公司在信息化建设方面持续投入。
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