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港股異動 | 內險股走強 房地產風險釋放及利率預期帶動
格隆匯4月4日丨眾安在線漲5.45%領漲,中國平安和中國太平漲近4%。房地產投資對險企不利影響已充分反映,四季度以來,中央及各地對房地產的維穩信號頻繁釋放,近期多個城市放鬆調控政策,涉及內容從限貸到限售、限購,業內人士認為,各地政策放鬆的動作堅決和全面,為二季度房地產市場的回暖開闢道路。在各地“穩樓市”的關鍵窗口期,預計後續或許有更多的城市會跟進。此外,考慮到未來寬信用的傳導和美國加息預期,長端利率未來或將繼續上升,提振投資端。

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