6月17日，银行板块陷调整。截至14时40分，唯一跨AH两市的银行AH优选ETF(517900)跌0.19%，年内累涨超20%。盘中溢价频现，资金低位布局意图明显。数据显示，截至6月16日，该基金获资金连续9日净流入，年内规模增长248.48%，持续刷历史新高。
东莞证券表示，资金向银行板块迁移的逻辑仍为确定性稀缺时代对相对安全边际的追逐，只要低利率环境和“资产荒”的核心矛盾未发生根本性扭转，险资、被动资金以及公募基金等增量资金对高股息、低估值的银行股的配置需求就会持续存在，该逻辑在强化分红、驱动长期资金入市等政策红利与稳健基本面的共振下，正推动银行股实现估值重塑。
据中证指数公司，银行AH优选ETF(517900)标的指数“银行AH”截至5月末股息率为6.51%，该指数在AH市场进行轮动策略，优选低估标的，反映在中证银行指数上使用AH价格优选投资策略的整体表现。场外投资者可借助联接基金（A类：016572；C类：016573）介入。
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