小摩：五大催化剂将推动保险板块复苏

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观点网讯：3月2日，摩根大通发表报告指出，随着业绩公布期临近，保险板块将重拾动力。该行列出五大关键催化剂，包括加强股东总回报的讨论、管理层对2026财年寿险销售前景的乐观指引、2025年第四季偿付能力资本状况稳健、资金成本下降，以及对寿险准备金合约服务边际恢复的信心增强。该行表示偏好中国平安，因其寿险销售复苏及估值具吸引力；同时看好中国人寿，在强劲寿险销售增长前景之外，亦有加强股东回报的讨论。...

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