港股异动 | 内险股延续近期跌势 AI冲击担忧造成保险板块承压机构仍看好板块估值修复

智通财经03-02

智通财经APP获悉，内险股延续近期跌势，截至发稿，中国人寿(02628)跌4.43%，报30.18港元；中国人保(02601)跌3.9%，报34.54港元；中国财险(02328)跌2.53%，报15.78港元；新华保险(01336)跌2.35%，报53.95港元。开源证券发布研报称，春节假期前后，保险H和A股标的调整较明显。除了2026年开年前后保险板块有所抢跑上涨带来高基数外（开门红+牛市预期）...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2616806066?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-02 11:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2616806066","market":"sh","top_or_hot":-1,"title":"港股异动 | 内险股延续近期跌势 AI冲击担忧造成保险板块承压 机构仍看好板块估值修复","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，内险股延续近期跌势，截至发稿，中国人寿(02628)跌4.43%，报30.18港元；中国人保(02601)跌3.9%，报34.54港元；中国财险(02328)跌2.53%，报15.78港元；新华保险(01336)跌2.35%，报53.95港元。开源证券发布研报称，春节假期前后，保险H和A股标的调整较明显。除了2026年开年前后保险板块有所抢跑上涨带来高基数外（开门红+牛市预期）...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408831.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 内险股延续近期跌势 AI冲击担忧造成保险板块承压 机构仍看好板块估值修复</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 内险股延续近期跌势 AI冲击担忧造成保险板块承压 机构仍看好板块估值修复\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1408831.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，内险股延续近期跌势，截至发稿，中国人寿(02628)跌4.43%，报30.18港元；中国人保(02601)跌3.9%，报34.54港元；中国财险(02328)跌2.53%，报15.78港元；新华保险(01336)跌2.35%，报53.95港元。开源证券发布研报称，春节假期前后，保险H和A股标的调整较明显。除了2026年开年前后保险板块有所抢跑上涨带来高基数外（开门红+牛市预期）...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1408831.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1521","symbol_name":"挪威政府全球养老基金持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1408831.html","article_id":"2616806066","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616806066","pubTimestamp":1772420474,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"开源证券发布研报称，春节假期前后，保险H和A股标的调整较明显。除了2026年开年前后保险板块有所抢跑上涨带来高基数外，AI冲击的担忧也对板块带来负面压制。该行认为，AI冲击担忧造成保险板块承压，回调带来布局机会。该行认为包括“AI带来的生产力提升，将导致长期通缩”等叙事，是板块出现大幅下跌的重要催化。该行认为在利率企稳回升背景下，依然看好低估值保险股的估值修复机会。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU0228659784.USD":"施罗德金砖四国基金","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","02328":"中国财险","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","VXUS":"国际股票ETF-Vanguard","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","02628":"中国人寿","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1550":"内险股","BK1184":"人寿与健康保险","SG9999012744.USD":"UNITED ASIAN INCOME (USDHDG) INC","BK1584":"蚂蚁金服概念","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","02601":"中国太保","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","SG9999012710.SGD":"UNITED ASIAN INCOME (SGDHDG) ACC","01336":"新华保险","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1136":"多元化保险","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","VT":"世界全股市ETF-Vanguard"},"translate_title":"Changes in Hong Kong stocks | Domestic insurance stocks continue their recent decline, concerns about the impact of AI put pressure on the insurance sector, institutions are still optimistic about the recovery of sector valuations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02628":0.9,"02328":0.9,"VT":1.5,"VXUS":1.5,"01336":0.9,"02601":0.9},"content_text":"智通财经APP获悉，内险股延续近期跌势，截至发稿，中国人寿(02628)跌4.43%，报30.18港元；中国人保(02601)跌3.9%，报34.54港元；中国财险(02328)跌2.53%，报15.78港元；新华保险(01336)跌2.35%，报53.95港元。开源证券发布研报称，春节假期前后，保险H和A股标的调整较明显。除了2026年开年前后保险板块有所抢跑上涨带来高基数外（开门红+牛市预期），AI冲击的担忧（对保险中介等销售渠道或有替代；对白领就业和经济带来潜在冲击）也对板块带来负面压制。该行认为，AI冲击担忧造成保险板块承压，回调带来布局机会。国泰海通证券也认为，节后开市后，以保险为代表的非银板块出现大幅下跌。该行认为包括“AI带来的生产力提升，将导致长期通缩”等叙事，是板块出现大幅下跌的重要催化。该行认为在利率企稳回升背景下，依然看好低估值保险股的估值修复机会。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616806066","isCrawlerRequest":true}

港股异动 | 内险股延续近期跌势 AI冲击担忧造成保险板块承压 机构仍看好板块估值修复

精彩评论

港股异动 | 内险股延续近期跌势 AI冲击担忧造成保险板块承压机构仍看好板块估值修复