和讯投顾李景峰：行情回来了，这波上涨比预期更强

中金财经2025-12-08

12月8日，和讯投顾李景峰称，行情回来了，这波上涨比预期更强，原因在于忽略了一点，即险资风险因子下调一事。周末一直在分析此事，却忽略了保险公司持仓超三年的沪深300指数成分股风险因子从0.3下调至0.27这一情况。打开沪深300成分股，会发现今日成交量大的，而它们正是创业板权重股。此前险资仓位已加得差不多，此次下调风险因子，使其能腾出更多资金加仓沪深300，所以创业板反弹也比预期高。　　很...

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