中泰证券：重申保险板块当前投资价值把握宽基抛压缓释后的顺周期龙头机会

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智通财经APP获悉，中泰证券发布研报称，自去年12月以来保险板块先后历经“开门红预期好转——长端利率回升——指数上攻强化利润弹性”的顺周期逻辑，“短期看资金面抛压缓解，中期看“存款搬家&慢牛持续”提振价值与利润增速，长期看顺周期兑现告别利差损隐忧”，该行重申板块当前投资价值。把握宽基抛压缓释后的顺周期龙头机会。重返1倍PEV修复途，资产负债两端开花。中泰证券主要观点如下：境内宽基ETF交易层面压制...

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中泰证券：重申保险板块当前投资价值 把握宽基抛压缓释后的顺周期龙头机会

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中泰证券：重申保险板块当前投资价值把握宽基抛压缓释后的顺周期龙头机会