金吾财讯 | 内银股走弱，截至发稿，渤海银行（09668）跌3.23%，天津银行（01578）跌2.38%，甘肃银行（02139）跌2.00%，哈尔滨银行（06138）跌1.64%，中银香港（02388）跌1.63%，浙商银行（02016）跌1.05%，重庆农村商业银行（03618）跌1.03%。消息面上，万联证券研究指，银行板块2026年中报业绩整体符合预期，不过内部分化进一步加剧。营收端受净息差改善以及综合化经营的推动，保持韧性；风险分类政策进一步收紧叠加拨备计提力度的上行，使得利润改善弹性小于营收。综合考虑银行股当前的股息率以及估值水平，该机构认为板块仍具有配置价值，首先，优选稳健性品种；其次，可关注优质区域行的预期差机会以及低估值股份行的投资机会。
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