保险板块强势冲锋：政策利好与估值修复下的“护盘基因”觉醒

投资者研究中心12-15

今天保险板块再度成为市场焦点，中国平安大幅拉升涨超5%，股价创下4年多以来新高，中国太保、新华保险等个股也纷纷跟涨，板块整体表现活跃，吸引众多市场的目光，这波上涨并非毫无征兆，其背后既有直接的政策催化剂，也蕴含着板块自身估值修复与市场防御需求的双重逻辑。政策“及时雨”点燃做多情绪消息面上，金融监管总局日前发布《关于调整保险公司相关业务风险因子的通知》，对保险公司投资沪深300指数成分股、中证红利低...

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