銀行ETF優選、銀行ETF、銀行ETF基金年內升超20%，多家上市銀行本週分紅
銀行板塊今年領跑市場，42只銀行股年內平均升幅超17%，明顯跑贏大盤，銀行ETF年內升幅超20%。招商基金
銀行ETF優選、易方達基金銀行ETF易方達、華夏基金銀行ETF華夏、匯添富基金銀行業ETF、南方基金銀行ETF基金、銀行ETF天弘、華寶銀行ETF、富國基金銀行ETF、富國銀行龍頭ETF、華安基金銀行ETF指數基金、鵬華基金中證銀行ETF年內均升超20%。
銀行股的分紅和股息率更是成為市場一大焦點。多家上市銀行公吿，本週(7月8日-7月12日)將有包括交通銀行、郵儲銀行、建設銀行等在內的12家銀行進行分紅，合計派發A股現金紅利超1300億元。
此外，工行約千億的股息將於下週派發，另一家國有大行農行2023年度的分紅派息已於6月完成。
目前有41家上市銀行2023年度計劃分紅金額超6000億元，同比增長約4%。與往年不同的是，今年已有近20家A股上市銀行宣佈擬進行中期分紅，增加分紅次數。
中泰證券認為，今年的銀行股資金面分析是股價主因，基本面是次因：1、被動基金是今年推動銀行上升的重要力量：銀行股受益於滬深300為代表的寬基指數的快增。2、保險和銀行理財的資金是銀行股的基本盤：近年來保險資金和銀行理財的資金規模整體持續提升，該類資金都面臨“資產荒”，高股息的銀行股對該類資金具有較強吸引力。3、北向資金短期推動銀行股的升跌：相關係數為66.2%（月度）同時風格切換也較快。4、主動基金在趨勢確定時才會明顯加倉板塊；個股選擇優質公司，帶來個股趨勢性機會。
對於銀行股，中泰證券表示，銀行股具有穩健和防禦性、同時兼具高股息和國有金融機構的投資屬性；投資面角度對銀行股行情有強支撐，同時銀行基本面穩健。
華福證券認為，今年以來銀行板塊的行情有三方面的驅動因素。一是股息率選股邏輯在板塊內的擴散，高股息策略從國有行擴散到中小行。二是地產政策的放鬆。三是市場對於銀行淨息差下行斜率放緩以及基本面即將見底的期待。展望未來，銀行板塊要更多檢驗前期政策的效果以及未來基本面的走勢，建議關注兩條投資主線：第一，建議關注股息率擴散邏輯下的績優區域性銀行。第二，建議關注最受益於地產政策放鬆的股份行。
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