智通财经APP获悉，内银股延续涨势，截至发稿，农业银行(01288)涨3.02%，报4.43港元；交通银行(03328)涨2.77%，报6.31港元；中国银行(03988)涨2.06%，报3.97港元；工商银行(01398)涨1.57%，报5.16港元；建设银行(00939)涨1.25%，报6.48港元。
消息面上，据统计，截至12月20日，A股42家上市银行中，已有22家公布了2024年中期利润分配方案，拟派息金额合计超2500亿元。另据数据显示，今年以来，已有23家上市银行获重要股东增持。中信证券认为，12月重要会议结束后，市场对于政策的博弈告一段落，人民币大类资产配置框架下思考，银行股仍将是确定性强的方向，年底和年初将步入保险开门红增配季，股息高、波动低、经营稳的银行品种预计仍是险资增配方向。
广发证券表示，“9·24新政”后零售需求边际回暖，按揭投放量增加，提前还款量减少。明年积极财政政策落地后，零售风险可能改善，部分股份行及区域行三季度已经观测到风险走向平稳。近期股息仍是个股上涨的重要驱动因素，年底至明年1月高股息配置窗口期，预计银行板块将跑平市场。
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