金吾财讯 | 内银股普涨，截至发稿，重庆农村商业银行(03618)涨3.82%，农业银行(01288)涨2.57%，重庆银行(01963)涨2.33%，工商银行(01398)涨2.00%，中国光大银行(06818)涨2.01%，青岛银行(03866)涨1.93%，渤海银行(09668)涨1.92%，郑州银行(06196)涨1.59%。消息面上，中信建投发研报指，2025年宏观经济仍延续弱复苏态势，银行业基本面表现尚未见明显改善，高股息策略继续演绎。资金面来看，险资长线资金、国家队、公募基金仍有较强增配银行的动力。国内银行基本面延续筑底，以底线思维、高置信度、高胜率为核心诉求的配置型需求安全边际进一步提升。经济环境目前尚未显现强劲复苏特征，继续看好高股息红利策略，并关注低估值、有变化标的。
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