智通财经APP获悉，内银股集体承压，截至发稿，郑州银行(06198)跌12.77%，报0.82港元；中国光大银行(06818)跌9.63%，报2.91港元；招商银行(03968)跌9.27%，报40.6港元；中国银行(03988)跌8.87%，报4.21港元；工商银行(01398)跌6.23%，报5.12港元。
中泰证券指出，“对等关税”对我国经济总量和结构上影响是深刻的。该行指出，“对等关税”对我国信贷需求影响：总体压力增加，客群需求分化。对我国息差影响：增加额外压力，中长期可控。对我国资产质量影响：压力不大，能保持稳健。该行指出，“对等关税”背景下，银行股红利属性凸显，建议积极关注银行股的投资价值，关注大行、招行和优质城农商行。
此外，中国银行、建设银行、交通银行、邮储银行四家国有大行近期宣布通过定向增发A股股票补充核心一级资本。东兴证券指出，本次财政部向四家国有大行注资5000亿，定价介于市价和每股净资本之间，实现溢价发行，彰显了财政部对大型商业银行的坚定信心和大力支持。尽管短期对股息率等财务指标有所摊薄，但长期来看将提升大行服务实体经济能力，夯实抵御风险的屏障，有助于增强长期可持续盈利能力。
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