12月8日，港股内险股延续涨势，新华保险涨超3%，中国平安、中国太保、中国人寿涨超2%；机构称行业周期向好正式确立。
摩根士丹利发布研报称，将中国平安加入重点关注名单，仍列为首选。该行将中国平安H股目标价上调27%至89港元，A股目标价上调21%至85元人民币。大摩认为，现在更加看好中国平安，相信平安可以抓住居民理财、医疗健康和养老领域的关键增长机会。同时，市场的主要担忧正在逐步出清，为估值提升铺平道路。
中信证券研报指出，保险行业已从资产负债表衰退叙事中率先走向良性扩张，周期向好正式确立，预计2026年向上趋势进一步加强，体现为：净资产恢复并维持较快增长、分红险作为主力产品更加畅销、银保渠道份额集中和总量增长仍然具有很大空间、险资作为耐心资本主力，目前资产结构正受益于债券利率低位波动、股市慢牛的市场格局。
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