內地險資第四季權益投資信心回升
《證券日報》報道,中國保險資產管理業協會近日公布的《2023年第四期保險資產管理業投資信心指數調查情況》顯示,保險機構今年第四季的權益投資信心指數,由第三季的56.67升至57.72。
大部分險資機構認為,當前權益市場的中期正向訊號已經出現,估值修復可期。從股債性價比的角度來看,權益市場已進入長期配置價值區間。另有保險資管公司坦言近期有加倉計劃。
此前,中國太保(02601.HK)首席投資官、總經理助理蘇罡在業績會上曾用「危中有機」四個字來評價目前的權益市場。他表示,雖然當前權益市場面臨巨大波動,但對長期投資者來說未必不代表更多機會,危中有機。
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