智通财经APP获悉，部分内银股午后走低，截至发稿，交通银行(03328)跌3.93%，报6.84港元；农业银行(01288)跌2.52%，报5.41港元；建设银行(00939)跌0.79%，报7.58港元；工商银行(01398)跌0.33%，报6.12港元。
长江证券发布研报称，银行股四季度初上涨与近期调整，主要反映年末交易性资金的配置行为波动。该行预计主要反映季度和季末对于市场风险偏好的预期变化，同时基金投资分类为TPL账户，预计保险等机构年底也存在兑现收益的需要。我们认为跨年节点过后，配置力量将重新推升银行股估值及银行指数基金规模。
该行指出，近期四大国有行陆续完成中期分红除净，历史来看除净日后通常股价可能调整，2025年初中期分红时也出现过类似短期波动，今年四大国有行中期分红除净日提前至12月。预计后续交通银行、邮储银行、招商银行、兴业银行等大型银行也将在年底、年初、春节前陆续实施中期分红除净，从长期角度，如果除净等交易因素造成股价调整，通常是长线资金较好的配置时点。
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