中银国际发表研究报告，年内内地资金持续净流入本港金融市场，预计未来数月市场流动性仍将充裕。据该行统计，年初以来南向资金净流入达7,146亿元人民币，按年增长100.5%，占港股日均成交额比例升至22.42%，当中银行股成为北水主要追捧对象，今年以来净流入达1,504亿元人民币，占南向资金总流入约20%。另外，险资在低息环境下加速买入香港银行股，年初至今净买入达1,281.8亿港元。
中银国际预期下半年商业银行基本面保持稳健，银行稳步扩张规模、资产质量稳固、净息差收窄幅度放缓，预料所覆盖的银行全年净利润将录得轻微升幅，维持对香港银行业的“增持”评级，首选农业银行(01288.HK) ，同时推荐招商银行(03968.HK) 、工商银行(01398.HK) 、建设银行(00939.HK) 、邮储银行(01658.HK) 及光大银行(06818.HK) 。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-11 16:25。)
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