智通财经APP获悉，内银股涨幅居前，截至发稿，青岛银行(03866)涨6.02%，报3.52港元；中国光大银行(06818)涨3.99%，报3.39港元；中国银行(03988)涨1.84%，报4.42港元；工商银行(01398)涨1.46%，报5.55港元。
中信证券研报表示，2025年一季度，市场投资风格更趋多元，银行股占主动型基金重仓股比例较上季度末的阶段性高位小幅回落0.37pct。展望后续，短期看，中美贸易摩擦对市场预期仍有影响，在此背景下低波板块具有配置价值；中期看，在宏观“审慎”和“走弱”的两种假设情形下，银行板块相对于大部分行业而言，基本面具备相对稳健特征，相对价值显著，建议积极增配。
长江证券表示，当前市场环境下银行股展现出明显的“类债资产”属性，具备防御避险和股息率跟随利率中枢下行的特征。从2023年以来的走势可以清晰看到，在市场风险偏好大幅回落和利率中枢加速下行的两种情形下，银行股估值修复的节奏会明显加快。中泰证券也表示，对等关税背景下，银行股红利属性凸显。
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