短暂回调后续创新高!银行ETF天弘(515290)涨1.66%,冲击四连阳,2日净申购超8000万

格隆汇
Jul 04, 2025

今日银行板块再创新高,上海银行、北京银行、浦发银行续创新高,中信银行、华夏银行、光大银行纷纷上扬,带动银行ETF天弘(515290)涨超1.66%,净值涨至1.59,再创历史新高。 银行ETF天弘(515290)前期回调两日累跌3%,今日冲击四连阳累计涨3.99%。 银行板块强势背后是有两方面原因:一是资金持续借道ETF布局银行板块,银行ETF天弘(515290)近两日净申购超8000万。 二是上半年银行业绩预计向好+中期分红两大因素推动。机构预计25H1上市银行归母净利和营收降幅有望收敛,主要考虑息差降幅和非息降幅均有望收敛。此外,常熟银行、沪农商行已经通过2025年中期分红安排议案,以及招商银行首推中期分红,银行股成为A股的分红主力。 浙商证券建议用牛市思维看待和参与本轮银行股重大级别行情,当下不是行情的下半场,而是长周期的开始,趋势的力量(低利率大时代+人民币资产重估)是本轮行情的底层逻辑。 银行ETF天弘(515290)及其联接基金(A类:001594,C类:001595)跟踪的是中证银行指数,成份股囊括A股42家上市银行,其中,国有大型银行(25.6%)、股份制银行(44.4%)、城商行(24.1%)、农商行(5.9%),兼顾红利属性和成长弹性。

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