国泰海通：交易因素压制估值建议增持保险板块

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智通财经APP获悉，国泰海通发布研报称，负债端看，预计储蓄需求旺盛推动2026年上市险企NBV延续增长，财险承保盈利持续改善;投资端看，预计保险公司稳健提升权益资产配置，改善资负久期缺口，推动盈利稳健增长，维持行业“增持”评级，个股推荐中国平安(02318)/中国太保(02601)/新华保险(01336)/中国财险(02328)/中国人寿(02628)/中国人民保险集团(01339)。国泰海通主要...

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href=http://www.zhitongcaijing.com/content/detail/1414243.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，国泰海通发布研报称，负债端看，预计储蓄需求旺盛推动2026年上市险企NBV延续增长，财险承保盈利持续改善;投资端看，预计保险公司稳健提升权益资产配置，改善资负久期缺口，推动盈利稳健增长，维持行业“增持”评级，个股推荐中国平安(02318)/中国太保(02601)/新华保险(01336)/中国财险(02328)/中国人寿(02628)/中国人民保险集团(01339)。国泰海通主要...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1414243.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":"LU1794554557.SGD","symbol_name":"Allianz All China Equity AT Acc 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国泰海通：交易因素压制估值 建议增持保险板块

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国泰海通：交易因素压制估值建议增持保险板块