智通财经APP获悉，部分内银股午后走高，五大行近期均创年内新高。截至发稿，青岛银行(03866)涨3.94%，报2.9港元；民生银行(01988)涨3%，报3.43港元；交通银行(03328)涨1.74%，报6.43港元；邮储银行(01658)涨1.56%，报4.56港元。
消息面上，12月27日，央行发布的《中国金融稳定报告（2024）》中表示，金融系统将实施更加积极有为的宏观政策。实施好适度宽松的货币政策，综合运用多种货币政策工具，保持流动性充裕，使社会融资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。
中信证券指出，近期银行股表现良好，除高频资金显示的增量资金外，临近银行中期分红季绝对收益资金存在配置需求，相对收益资金则存在调整行业结构需求，共同作用于加大银行板块配置力度。当前经济、政策、资金面的合力，共同指向银行板块的高确定性收益，预计估值继续上行仍是阻力最小的方向。
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