银行股：2025年回调8.4%，2026年有望表现优异

和讯网01-27

【1月27日消息：银行指数回调但核心营收向好，2026年有望表现优异】自2025年12月以来，受地产风险担忧与市场风格切换影响，银行指数回调8.4个百分点。不过，行业核心营收向好趋势未改。已有8家银行披露2025年业绩快报，其中6家营收提升、5家利润改善。华泰证券预计，2026年在息差趋稳和财富中收贡献下，银行有望持续表现优异。近期，权重股大额卖单减持、ETF流出对资金面有一定冲击。但险资开门红...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2606287273?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-27 08:44","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2606287273","market":"hk","top_or_hot":-1,"title":"银行股：2025年回调8.4%，2026年有望表现优异","media":"和讯网","content":"<div>\n<p>【1月27日消息：银行指数回调但核心营收向好，2026年有望表现优异】自2025年12月以来，受地产风险担忧与市场风格切换影响，银行指数回调8.4个百分点。不过，行业核心营收向好趋势未改。已有8家银行披露2025年业绩快报，其中6家营收提升、5家利润改善。华泰证券预计，2026年在息差趋稳和财富中收贡献下，银行有望持续表现优异。近期，权重股大额卖单减持、ETF流出对资金面有一定冲击。但险资开门红...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127084736a6b07cbc&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>银行股：2025年回调8.4%，2026年有望表现优异</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n银行股：2025年回调8.4%，2026年有望表现优异\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-27 08:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127084736a6b07cbc&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【1月27日消息：银行指数回调但核心营收向好，2026年有望表现优异】自2025年12月以来，受地产风险担忧与市场风格切换影响，银行指数回调8.4个百分点。不过，行业核心营收向好趋势未改。已有8家银行披露2025年业绩快报，其中6家营收提升、5家利润改善。华泰证券预计，2026年在息差趋稳和财富中收贡献下，银行有望持续表现优异。近期，权重股大额卖单减持、ETF流出对资金面有一定冲击。但险资开门红...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127084736a6b07cbc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0588546209.SGD","symbol_name":"Eastspring Investments - China Equity Fund AS SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127084736a6b07cbc&s=b","article_id":"2606287273","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260127084736a6b07cbc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606287273","pubTimestamp":1769474657,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"自2025年12月以来，受地产风险担忧与市场风格切换影响，银行指数回调8.4个百分点。已有8家银行披露2025年业绩快报，其中6家营收提升、5家利润改善。华泰证券预计，2026年在息差趋稳和财富中收贡献下，银行有望持续表现优异。但险资开门红同比高增，后续新增保费预计仍有配置高股息、低波动优质银行股的需求。当前部分公司2025年股息率预测值近6%，是高性价比买点。个股方面，建议关注基本面质量和盈利弹性较好、股息性价比优秀的银行股。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","03968":"招商银行","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK1231":"综合性银行","BACHY":"中国银行ADR","03143":"华夏香港银行股","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK1521":"挪威政府全球养老基金持仓","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","01288":"农业银行","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","00939":"建设银行","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","01658":"邮储银行","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","03988":"中国银行","01398":"工商银行","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1560":"内银股","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","03328":"交通银行","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD"},"translate_title":"Bank Stocks: 8.4% Pullback in 2025, Poised to Outperform in 2026","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BACHY":0.9,"00939":0.9,"01288":0.9,"03143":0.6,"03328":0.9,"01658":0.9,"03988":0.9,"03968":0.9,"01398":0.9},"content_text":"【1月27日消息：银行指数回调但核心营收向好，2026年有望表现优异】自2025年12月以来，受地产风险担忧与市场风格切换影响，银行指数回调8.4个百分点。不过，行业核心营收向好趋势未改。已有8家银行披露2025年业绩快报，其中6家营收提升、5家利润改善。华泰证券预计，2026年在息差趋稳和财富中收贡献下，银行有望持续表现优异。近期，权重股大额卖单减持、ETF流出对资金面有一定冲击。但险资开门红同比高增，后续新增保费预计仍有配置高股息、低波动优质银行股的需求。当前部分公司2025年股息率预测值近6%，是高性价比买点。个股方面，建议关注基本面质量和盈利弹性较好、股息性价比优秀的银行股。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606287273","isCrawlerRequest":true}