金吾财讯 | 港股内银股整体走弱，截至发稿，徽商银行（03698）跌3.63%，农业银行（01288）跌2.55%，工商银行（01398）跌2.32%，重庆农村商业银行（03618）跌2.30%，建设银行（00939）跌1.63%，中国银行（03988）跌1.62%，重庆银行（01963）跌1.61%，民生银行（01988）跌1.60%。消息面上，开源证券研究指，当前银行业整体扩表动能减弱，行业呈现减量提质特征，息差进入企稳修复阶段，但机构之间基本面分化加剧。实体信贷需求偏弱背景下，银行资产配置逐步从长期持有转向择时交易，负债成本管控能力是维持息差韧性的核心，债券交易能力可增厚非息收益、平滑业绩波动。
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