2月11日，沪深两市小幅调整，银行板块涨幅居前。截至10点25分，银行ETF基金(512700.SH)涨0.74%，青岛银行涨3.87%。
华泰证券分析指出，上市银行 2024 年业绩快报陆续披露中，从目前披露情况看，营收增速普遍边际提升，或主要受益于四季度债市行情对投资收益的提振，城商行尤为明显；利润表现略有分化，股份行增速普遍回暖。前期一揽子政策接连落地，政治局会议定调积极，货币财政政策力度可期，有望提振市场信心，促进经济回稳向好。非银同业活期存款利率规范，有助于改善银行负债成本，对冲息差下行压力，夯实业绩回稳基础。短期看，中央加码支持化债，部分化债重点区域银行将受益于预期改善，驱动估值修复；政策预期较为向好，夯实经济回稳基础，负债端政策力度加大，缓释银行经营压力。
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