保險股整體強勢,中國平安、中國太平漲超3%
美國貿易政策出現緩和跡象,港A兩地股市反彈,保險股整體強勢。其中,港股市場中國太保漲5%,中國平安、中國太平漲超3%,中國人壽、新華保險漲超2%;A股市場中國太保漲超2%,新華保險、中國平安、中國人保漲超1%。除了關稅的緩和,還值得注意的是,2024年上市公司年報陸續披露,“國家隊”資金持股動態逐漸清晰。在非銀金融領域,“國家隊”資金保持重點佈局,其中,在保險行業中,中國平安、新華保險、中國人保、中國人壽的合計持倉市值分別爲642.18億元、546.26億元、427.15億元、351.46億元。這些個股均躋身“國家隊”資金合計持倉市值前十行列。有分析人士指出,保險板塊低估值、高分紅特徵顯著,在經濟弱復甦階段具備防禦屬性。隨着4月8日中央匯金、全國社保基金等“國家隊”集體發聲,釋放出維護資本市場穩定的明確信號,保險股有望成爲“國家隊”的首選行業之一。

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