智通财经APP获悉，内银股普遍走高，截至发稿，民生银行(01988)涨5.01%，报3.56港元；建设银行(00939)涨4.19%，报6.47港元；中信银行(00998)涨4.04%，报5.93港元；工商银行(01398)涨3.14%，报5.25港元；农业银行(01288)涨3%，报4.47港元。
消息面上，中泰证券认为，对等关税背景下，银行股红利属性凸显，建议积极关注银行股的投资价值。该行指出，政策宽松加码，内需领域政策可能对零售信贷需求有提振，降准降息降低银行资金成本。此外，一季度国债收益率上行的趋势面临边际变化，银行板块高股息的性价比提升。两条投资主线：一是高股息的大型银行；二是拥有区位优势、确定性强的城农商行。
此外，瑞银发布研报称，预计国有企业银行首季度收入及税前营运利润将延续去年第四季度的改善趋势，净利润将保持稳定且正向增长(按年升1.6%)。因而预计首季度将会是一个稳定的季度。瑞银提及，在中国刺激措施尚未落地及地缘政治不确定性较多的情况下，认为内银股往往呈现逆周期表现，相较于整体AH股市场更具韧性。另外，瑞银看好估值不高且股息收益率高的内银股。
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