10月27日，内银股逆市走高，截至发稿，甘肃银行涨超5%，中国光大银行、工商银行、民生银行涨超2%，邮储银行、中信银行涨超1%。
消息面上，10月27日，工商银行A股盘中股价创历史新高。平安银行三季度营收、净利润延续上半年的“双增”态势，成为首份发布三季报的上市银行。券商近期已密集发布上市银行三季度业绩研判，普遍预计营收、归母净利润延续走强趋势。中信证券研报预计，上市银行前三季度营收、归母净利润有望分别同比增长7.2%、3.2%。
长江证券指出，今年银行股依然处于低估值修复和红利价值重估的进程中，市场风格和风险偏好不改变修复方向，只影响短期修复节奏。即使在上半年高风险偏好+资金面净流出的环境中，仍有银行股创历史新高。下半年风格再平衡，核心银行股进一步创新高。考虑本轮周期的基本面特征及估值股息，我们依然将国有行A股优质城商行作为核心配置，并重点提示当前滞涨标的。
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