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港股異動丨內險股集體走強,中國平安、中國人壽均升超2%
港股市場內險股集體走強,其中,中國太平升超3%,新華保險、中國人壽、中國人民保險集團、中國平安、中國太保均升超2%。消息面上,距上一次的2024年“9·24”時隔7個多月後,一攬子金融支持政策於5月7日再度來臨。其中就包括了央行行長潘功勝宣佈的降準降息在內的10項貨幣政策,而降準降息、穩股市、穩地產對保險業而言是明確的利好。分析人士指出,央行此次“十箭齊發”中,核心是通過降準等措施,加大中長期流動性供給,保持市場流動性充裕。從流動性釋放角度來看,央行降準0.5個百分點釋放的1萬億元長期資金,意義非凡。這不僅僅是數字上的增加,更是一種信號的傳遞,表明政策層面對於市場流動性的高度重視。保險資金作為金融市場中具有獨特優勢的長期資金,有着其自身的配置節奏和策略。險資在配置資產時,往往需要在安全性、收益性和流動性之間做出權衡。而此次流動性增強,使得險資在配置空間上有了更寬廣的空間。

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