银行股午后再度拉升，青岛银行、苏州银行涨超4%，工商银行、农业银行、中国银行、建设银行、交通银行、浦发银行、江苏银行、长沙银行等14只银行股继续刷新历史新高。 截至6月25日，银行板块年内涨幅15.77%，位居申万一级行业首位。银行AH全收益指数年内累涨25.18%，大幅优于中证银行全收益指数（18.27%）和申万银行指数。 银行AH优选ETF（517900）盘中再创上市新高，冲击5连涨，近16个交易日，该ETF获资金连续净流入近3亿元。 中信证券认为，银行股投资策略来看，资金面是长逻辑，短期夯实板块估值下限，而重估净资产则是银行股投资的核心逻辑。宏观政策与微观数据共同指向板块风险位置回落，有助投资者对银行净资产的重新定价，是2025年行业估值上行的内在动力。
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