金吾财讯 | 港股内银股普跌，截至发稿，渤海银行(09668)跌2.67%，中原银行(01216)跌1.69%，浙商银行(02016)跌1.63%，江西银行(01916)跌1.56%，重庆银行(01963)跌1.50%，徽商银行(03698)跌1.15%。消息面上，中信建投认为，2026年上半年宏观经济延续弱复苏，银行业基本面边际改善，高股息策略继续演绎。资金面，险资持续增持、南向资金延续净买入，国家队减持后回归常态。基本面上，负债成本持续优化下息差边际改善，货币政策报告已删除“降准降息”表述，全年息差降幅或继续收窄，中收与公允价值改善带动非息回暖，部分银行抓住窗口期主动加速出清存量风险。当前经济尚未显现强劲复苏特征，继续看好稳健高股息红利策略，关注绩优且兼备红利属性的优质银行。
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