智通财经APP获悉，内银股延续涨势，截至发稿，招商银行(03968)涨4.02%，报50.45港元；中信银行(00998)涨3.33%，报6.21港元；工商银行(01398)涨2.7%，报5.7港元；建设银行(00939)涨2.24%，报6.84港元。
小摩此前发布研报称，中国平安在去年12月至今，对中国工商银行、中国农业银行、招商银行及邮储银行的南向资金流贡献超过50%。该行认为，平安保险仍有增加股权投资的空间，因其在中国保险板块中，风险资产相对于帐面价值的比例最低。至于保险公司无需为H股股票支付20%的股息所得税，因此H股的股息收益率比A股收益率更具吸引力。另外，小摩亦预计保险公司、银行的理财子公司、养老基金及家庭将增加对股票的资产配置，估算未来三年潜在资金流可达约13万亿元人民币，相当于A股可交易市值的18%。
湘财证券指出，2025 年政策组合聚焦稳增长与控风险，侧重于在发展中化解风险和优化结构，着力改善民生与促消费，强化房地产收储等政策，稳步推进地方化债，为银行创造稳健向优的发展环境。随着宽松政策加快落地，结构性货币政策支持重点领域信贷增长，企业中长期贷款有望保持稳健增长。房地产、城投等领域资产质量将在政策支持下继续改善，有利于加强银行经营业绩稳定性，促进银行股估值修复。
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