银行股迎结构性行情:大行回调、小行领跑

第一财经
Feb 09

2月初以来,A股银行板块逆势走强,连续多个交易日跑赢大盘。Wind数据显示,2月5日,42只A股银行股全线收涨,中小银行表现尤为突出,厦门银行涨停,重庆银行涨幅超过5%,上海银行涨超4%,南京银行、杭州银行、宁波银行等多只个股涨幅在2%~3%之间。业内人士认为,本轮银行股走强并非单一因素驱动,而是基本面与资金面共振所致。随着净息差下行压力缓解、资产质量改善,银行业经营韧性逐步显现,2026年全年...

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