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A股異動丨銀行股普跌,媒體:現在上車銀行股已顯得不那麼“划算”
A股市場此前持續創新高的銀行股近期已多日回調,今日亦普跌。截至半日收盤,齊魯銀行、廈門銀行跌超2%,西安銀行、成都銀行、蘇州銀行、上海銀行、北京銀行、南京銀行、興業銀行、紫金銀行、張家港行、江陰銀行、重慶銀行、建設銀行跌超1%。上觀新聞稱,4月底,42家A股上市銀行集體“交卷”了2025年一季度業績報吿。從報吿中可以發現,2025年一季度,銀行淨息差下行趨勢暫未扭轉,給不少銀行未來的經營帶來一定的考驗和挑戰。在42家上市銀行中,有26家營業收入實現正增長,30家淨利潤保持增長。還有10家銀行出現營收、淨利潤雙雙下滑,經營狀況顯示出一定的承壓態勢。同時,經過此前的持續創新高,現在的銀行股已經不那麼“便宜”了。比如在2024年的7月份,42家上市銀行的平均股息率高達4.9%,而截至今年7月7日的數據,上市銀行股息率已跌至3.89%。儘管目前股息率依然仍高於理財產品,但相比去年,現在上車已經顯得不那麼“划算”。

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