智通财经APP获悉，建银国际发布研报称，中国银行业的资产负债表韧性为当前易受潜在政策变化影响的经营环境提供稳定性，有助于缓解关税相关的波动，中国银行体系比十多年前更能应对美国的新关税制度。MSCI中国银行业指数年内至今实现2%的绝对回报，超越MSCI世界银行指数4%。这并不意外，因为全球银行的盈利波动性较高。尽管自2025财年起经营环境充满挑战，中国银行业的利润预计仍将保持稳定。
建银国际表示，工商银行(01398)在大型中国银行中提供最稳固的股息收益率。该行认为，在当前不确定时期，凭借其充足的流动性、强大的减值准备和资本充足率所支撑的资产负债表实力，工行代表了一个安全的避风港。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.