智通财经APP获悉，内银股全线走低，截至发稿，建设银行(00939)跌3.38%，报7.71港元；工商银行(01398)跌2.69%，报6.16港元；中国银行(03988)跌2.2%，报4.45港元；招商银行(03968)跌1.96%，报52.65港元。
中邮证券发布研报称，今年12月至次年3月末或将仍有大量定期存款到期，居民存量资产无风险利率将进一步下行，居民存款或将继续向保险资产迁移，同时受益于新型政策性金融工具支持，重点省市固定资产投资增速或将明显改善。
银河证券则指出，险资股票投资风险因子下调落地，加力引导中长期资金入市，有望为银行板块带来增量资金，相关指数权重股将受益。万科债券展期暂属个体事件，且银行房地产相关风险敞口占比低，资产质量受影响基本可控，但房地产信用风险仍需关注。四大行中期分红派息在即，上市银行整体中期分红力度不减、节奏提前，将于12月迎来一轮集中派息窗口期，红利价值凸显。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.